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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
LFAS
576
Level Four Advisory Services
Texas
$802K +$43.7K +732 +5%
EGM
577
Engineers Gate Manager
New York
$799K +$866K +14,490 New
CC
578
Courier Capital
New York
$798K -$12.7K -212 -1%
FFSOTS
579
Fiduciary Financial Services of The Southwest
Texas
$794K -$92.5K -1,548 -10%
UCMOK
580
United Capital Management of KS
Kansas
$788K +$828K +13,851 New
V
581
Veritable
Delaware
$785K -$101K -1,682 -11%
BFO
582
Boston Family Office
Massachusetts
$774K
CWS
583
Cypress Wealth Services
California
$772K -$2.33K -39 -0.3%
WP
584
Wedgewood Partners
Missouri
$771K -$70.2M -1,174,926 -99%
Robeco Institutional Asset Management
585
Robeco Institutional Asset Management
Netherlands
$766K -$245K -4,099 -23%
FC
586
Ferris Capital
Massachusetts
$766K -$8.54K -143 -1%
ZCA
587
Zeke Capital Advisors
Pennsylvania
$764K +$85.2K +1,426 +11%
FCCM
588
First City Capital Management
Georgia
$761K -$16.5K -276 -2%
TC
589
Trilogy Capital
California
$749K -$74.6K -1,249 -8%
FAM
590
Fred Alger Management
New York
$744K
CBTWT
591
Community Bank & Trust (Waco, Texas)
Texas
$731K
FIA
592
Foundations Investment Advisors
Arizona
$730K +$169K +2,822 +27%
AAM
593
Auxier Asset Management
Oregon
$728K -$3.77K -63 -0.5%
GA
594
Greytown Advisors
Florida
$727K -$109K -1,816 -12%
WS
595
Wedbush Securities
California
$725K -$67.5K -1,129 -8%
IC
596
InterOcean Capital
Illinois
$716K +$80.7K +1,350 +12%
CL
597
Choreo LLC
Illinois
$709K -$30.3K -507 -4%
PGFC
598
Peapack-Gladstone Financial Corp
New Jersey
$709K +$51.3K +859 +7%
NGA
599
Naples Global Advisors
Florida
$699K +$140K +2,345 +23%
CB
600
Chemical Bank
Michigan
$697K +$55.6K +931 +8%

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.