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Kraft Heinz

1,177 hedge funds and large institutions have $48.7B invested in Kraft Heinz in 2018 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 471 increasing their positions, 414 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

38% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 92

25% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $906M

14% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 414

2% more funds holding

Funds holding: 1,1501,177 (+27)

2% more capital invested

Capital invested by funds: $47.9B → $48.7B (+$755M)

0.46% more ownership

Funds ownership: 63.18%63.64% (+0.46%)

Holders
1,177
Holders Change
+27
Holders Change %
+2.35%
% of All Funds
26.95%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.3%
New
127
Increased
471
Reduced
414
Closed
92
Calls
$1.13B
Puts
$906M
Net Calls
+$227M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
601
Brown Brothers Harriman & Co
New York
$720K -$30.5K -514 -4%
HWA
602
Heritage Wealth Advisors
Virginia
$717K -$5.99K -101 -0.9%
CAPTRUST Financial Advisors
603
CAPTRUST Financial Advisors
North Carolina
$716K +$51.6K +870 +8%
AWM
604
Aevitas Wealth Management
Massachusetts
$715K -$114K -1,922 -14%
PCM
605
Price Capital Management
Louisiana
$713K +$674K +11,353 New
PCM
606
Parsons Capital Management
Rhode Island
$707K -$456K -7,677 -41%
KRSITF
607
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$707K -$144K -2,422 -18%
S
608
SignatureFD
Georgia
$705K +$308K +5,189 +86%
VIA
609
Vident Investment Advisory
Georgia
$703K -$178 -3 -0%
VCA
610
Verdence Capital Advisors
Maryland
$701K +$428K +7,206 +182%
ICM
611
IMS Capital Management
Oregon
$699K -$40.6K -684 -6%
KCP
612
KDI Capital Partners
North Carolina
$696K -$332K -5,600 -34%
NAM
613
Needelman Asset Management
California
$694K +$4.45K +75 +0.7%
AGA
614
Accuvest Global Advisors
Utah
$694K +$656K +11,055 New
CBB
615
Citizens Business Bank
California
$691K -$338K -5,700 -34%
PAWC
616
P.A.W. Capital
Connecticut
$691K +$653K +11,000 New
IC
617
Inverness Counsel
New York
$689K -$1.16M -19,496 -64%
KFC
618
Klingenstein Fields & Co
New York
$689K -$2.49K -42 -0.4%
LS
619
Livforsakringsbolaget Skandia
Sweden
$686K +$101K +1,700 +18%
APP
620
Avantax Planning Partners
Iowa
$673K +$39.9K +673 +7%
WC
621
Whitnell & Co
Illinois
$672K -$64.3K -1,083 -9%
FNT
622
First National Trust
Pennsylvania
$671K -$169K -2,845 -21%
MSS
623
Mitchell Sinkler & Starr
Pennsylvania
$670K
VanEck Associates
624
VanEck Associates
New York
$670K +$633K +10,660 New
CWM
625
Cedar Wealth Management
California
$667K -$4.15K -70 -0.7%

KHC Hedge Fund Activity: Q2 2018 in Review

1,177 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2018, worth a combined $48.7B — up 1.6% from $47.9B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new KHC positions and 92 closed out — a net gain of 35 holders — while 471 added to existing stakes and 414 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $566M. The largest seller was Capital World Investors, cutting an estimated $344M.

  • 1,177 institutional investors held Kraft Heinz (KHC) as of Q2 2018, up from 1,150 in Q1 2018.
  • Funds reported $48.7B of Kraft Heinz stock for Q2 2018, up 1.6% quarter-over-quarter.
  • 127 funds opened new Kraft Heinz positions in Q2 2018 and 92 closed out, a net change of +35 holders.
  • The largest Kraft Heinz buyer in Q2 2018 was Magellan Asset Management, an estimated $566M added.
  • The largest Kraft Heinz seller in Q2 2018 was Capital World Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q2 2018.