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Kraft Heinz

1,156 hedge funds and large institutions have $42.6B invested in Kraft Heinz in 2018 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 432 increasing their positions, 465 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% less ownership

Funds ownership: 63.64%63.36% (-0.28%)

7% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 465

2% less funds holding

Funds holding: 1,1771,156 (-21)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

13% less capital invested

Capital invested by funds: $48.7B → $42.6B (-$6.12B)

13% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 100

15% less call options, than puts

Call options by funds: $686M | Put options by funds: $808M

Holders
1,156
Holders Change
-21
Holders Change %
-1.78%
% of All Funds
26.43%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
87
Increased
432
Reduced
465
Closed
100
Calls
$686M
Puts
$808M
Net Calls
-$122M
Net Calls Change
-$349M
Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
551
North Star Asset Management
Wisconsin
$891K +$2.63K +44 +0.3%
CC
552
ClearArc Capital
Ohio
$888K -$2.97M -49,761 -76%
PNAA
553
Pictet North America Advisors
Switzerland
$888K +$963K +16,111 New
GIA
554
Guyasuta Investment Advisors
Pennsylvania
$877K -$17.9K -300 -2%
RI
555
Ridgewood Investments
New Jersey
$877K +$86.1K +1,441 +10%
GAM
556
Gemmer Asset Management
California
$877K +$103K +1,730 +12%
BCM
557
Birmingham Capital Management
Alabama
$867K +$81.6K +1,365 +9%
Cerity Partners
558
Cerity Partners
New York
$866K -$896 -15 -0.1%
SW
559
SVB Wealth
Massachusetts
$863K -$1.03M -17,272 -52%
DAM
560
Doheny Asset Management
California
$861K -$9.98K -167 -1%
SYBT
561
Stock Yards Bank & Trust
Kentucky
$861K +$35.5K +594 +4%
CCM
562
Covington Capital Management
California
$857K -$192K -3,213 -17%
NSEDCP
563
NJ State Employees Deferred Compensation Plan
New Jersey
$845K
AWM
564
AE Wealth Management
Kansas
$843K +$346K +5,790 +61%
TSW
565
Thompson Siegel & Walmsley
Virginia
$839K -$37.6K -629 -4%
RCAG
566
Rehmann Capital Advisory Group
Michigan
$835K +$102K +1,711 +13%
ECM
567
ETrade Capital Management
Virginia
$834K -$80.7K -1,351 -8%
HAG
568
HighPoint Advisor Group
Illinois
$833K -$13.9K -233 -2%
AFM
569
Andesa Financial Management
Pennsylvania
$832K +$55.8K +933 +7%
HT
570
HighTower Trust
Texas
$830K +$900K +15,064 New
SWP
571
Stratos Wealth Partners
Ohio
$826K +$111K +1,851 +14%
LWAC
572
Laurel Wealth Advisors (California)
California
$823K -$220K -3,676 -20%
OPCM
573
Osborne Partners Capital Management
California
$815K -$7.35K -123 -0.8%
ATC
574
Argent Trust Co
Tennessee
$812K -$68.7K -1,150 -7%
GWM
575
Geneos Wealth Management
Colorado
$805K -$2.45K -41 -0.3%

KHC Hedge Fund Activity: Q3 2018 in Review

1,156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2018, worth a combined $42.6B — down 13% from $48.7B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of KHC and 87 opened new positions — a net loss of 13 holders — while 465 trimmed existing stakes and 432 added.

The largest buyer was Citadel Advisors, adding an estimated $195M. The largest seller was Capital World Investors, cutting an estimated $1.68B.

  • 1,156 institutional investors held Kraft Heinz (KHC) as of Q3 2018, down from 1,177 in Q2 2018.
  • Funds reported $42.6B of Kraft Heinz stock for Q3 2018, down 13% quarter-over-quarter.
  • 87 funds opened new Kraft Heinz positions in Q3 2018 and 100 closed out, a net change of -13 holders.
  • The largest Kraft Heinz buyer in Q3 2018 was Citadel Advisors, an estimated $195M added.
  • The largest Kraft Heinz seller in Q3 2018 was Capital World Investors, an estimated $1.68B sold.

Based on aggregated 13F filings for Q3 2018.