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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
CAPTRUST Financial Advisors
601
CAPTRUST Financial Advisors
North Carolina
$695K +$72.6K +1,215 +11%
CM
602
Caption Management
Oklahoma
$694K +$753K +12,600 New
AWA
603
Arete Wealth Advisors
Illinois
$690K +$748K +12,511 New
RL
604
Ruffer LLP
United Kingdom
$689K +$747K +12,500 New
SCA
605
Secor Capital Advisors
New York
$683K +$741K +12,395 New
CB
606
Community Bank
New York
$677K
SACTSONJ
607
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$661K
SB
608
Simmons Bank
Arkansas
$659K +$131K +2,188 +22%
WSTAM
609
Wilbanks Smith & Thomas Asset Management
Virginia
$658K -$12.9K -216 -2%
APP
610
Avantax Planning Partners
Iowa
$654K +$69.7K +1,167 +11%
PIA
611
Peachtree Investment Advisors
Georgia
$653K -$186K -3,110 -21%
FCM
612
Fairbanks Capital Management
California
$653K -$2.75K -46 -0.4%
GJIC
613
Gamble Jones Investment Counsel
California
$652K +$18.2K +304 +3%
KRSITF
614
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$647K +$29.6K +495 +4%
GKIM
615
GW&K Investment Management
Massachusetts
$642K -$13.4K -225 -2%
VIA
616
Vident Investment Advisory
Georgia
$639K +$24.2K +405 +4%
AWM
617
Aevitas Wealth Management
Massachusetts
$638K +$11.1K +186 +2%
SC
618
Schulhoff & Co
Ohio
$630K +$50K +836 +8%
HWA
619
Heritage Wealth Advisors
Virginia
$628K
EAMA
620
EFG Asset Management (Americas)
Florida
$623K -$43.4K -727 -6%
UR
621
USCA RIA
Texas
$621K -$61.2K -1,024 -8%
IRF
622
IBM Retirement Fund
New York
$614K -$103K -1,716 -13%
FPB
623
First PREMIER Bank
South Dakota
$614K -$55.6K -930 -8%
BHB
624
Bank Hapoalim BM
Israel
$607K -$87.2K -1,460 -12%
CBB
625
Citizens Business Bank
California
$606K

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.