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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
DI
626
Diligent Investors
California
$667K +$402K +6,771 +176%
MSFP
627
Mark Sheptoff Financial Planning
Connecticut
$665K -$83K -1,399 -12%
SC
628
Schulhoff & Co
Ohio
$665K -$43.2K -728 -6%
MJRIC
629
Mogy Joel R Investment Counsel
California
$663K +$3.92K +66 +0.6%
NB
630
NBT Bank
New York
$663K +$6.35K +107 +1%
WFG
631
Wills Financial Group
Virginia
$657K -$299K -5,036 -32%
FIA
632
Foundations Investment Advisors
Arizona
$655K +$619K +10,430 New
NGA
633
Naples Global Advisors
Florida
$649K +$150K +2,531 +32%
MYAM
634
Meiji Yasuda Asset Management
Japan
$640K -$9.49K -160 -2%
Man Group
635
Man Group
United Kingdom
$635K -$605K -10,193 -50%
SS
636
Simplicity Solutions
Minnesota
$630K +$277K +4,664 +87%
GP
637
Girard Partners
Pennsylvania
$629K +$113K +1,896 +23%
OA
638
Oxbow Advisors
Texas
$628K
WF
639
WealthTrust Fairport
Ohio
$627K
1WA
640
180 Wealth Advisors
Washington
$627K +$108K +1,820 +22%
Cetera Investment Advisers
641
Cetera Investment Advisers
Illinois
$625K -$94.3K -1,589 -14%
SWM
642
SeaCrest Wealth Management
New York
$623K -$20.5K -345 -3%
LNWWM
643
Laird Norton Wetherby Wealth Management
California
$623K +$42.7K +720 +8%
VFA
644
Voya Financial Advisors
Connecticut
$616K +$345K +5,813 +145%
SB
645
Simmons Bank
Arkansas
$614K +$141K +2,373 +32%
GT
646
Greenleaf Trust
Michigan
$611K +$577K +9,722 New
WI
647
WrapManager Inc
California
$610K +$576K +9,707 New
AHC
648
Adell Harriman & Carpenter
Texas
$610K -$262K -4,414 -31%
AI
649
Atria Investments
North Carolina
$607K +$193K +3,252 +51%
BOH
650
Bank of Hawaii
Hawaii
$602K -$10.9K -183 -2%

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.