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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
MCM
626
Murphy Capital Management
New Jersey
$599K -$151K -2,534 -19%
KFC
627
Klingenstein Fields & Co
New York
$599K -$5.62K -94 -0.9%
SMC
628
Smith, Moore & Co
Missouri
$598K +$79.9K +1,337 +14%
PCM
629
Parsons Capital Management
Rhode Island
$597K -$25.1K -420 -4%
SA
630
SL Advisors
New Jersey
$597K +$92.6K +1,550 +17%
MSFP
631
Mark Sheptoff Financial Planning
Connecticut
$596K +$13K +217 +2%
LNWWM
632
Laird Norton Wetherby Wealth Management
California
$593K +$49.4K +826 +8%
WPW
633
Winthrop Partners - WNY
New York
$590K +$217K +3,625 +51%
FMBTD
634
First Midwest Bank Trust Division
Illinois
$588K -$64.7K -1,083 -9%
CWM
635
Cedar Wealth Management
California
$585K
GP
636
Girard Partners
Pennsylvania
$585K +$36.2K +605 +6%
Cetera Investment Advisers
637
Cetera Investment Advisers
Illinois
$581K +$28.8K +482 +5%
VanEck Associates
638
VanEck Associates
New York
$580K -$8.37K -140 -1%
VFA
639
Voya Financial Advisors
Connecticut
$579K +$40.9K +685 +7%
AP
640
Appleton Partners
Massachusetts
$578K -$826K -13,828 -57%
MSS
641
Mitchell Sinkler & Starr
Pennsylvania
$578K -$10.8K -181 -2%
VCA
642
Verdence Capital Advisors
Maryland
$577K -$41.1K -688 -6%
MJRIC
643
Mogy Joel R Investment Counsel
California
$569K -$13.9K -232 -2%
MYAM
644
Meiji Yasuda Asset Management
Japan
$562K
FHB
645
First Hawaiian Bank
Hawaii
$562K +$609K +10,193 New
S
646
SignatureFD
Georgia
$559K -$65.1K -1,089 -10%
ICM
647
IMS Capital Management
Oregon
$557K -$60.8K -1,017 -9%
PAWC
648
P.A.W. Capital
Connecticut
$551K -$59.8K -1,000 -9%
OA
649
Oxbow Advisors
Texas
$551K
WF
650
WealthTrust Fairport
Ohio
$550K

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.