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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
THWM
651
Taylor Hoffman Wealth Management
Virginia
$602K -$7.71K -130 -1%
CBT
652
Capital Bank & Trust
California
$602K +$3.98K +67 +0.7%
MYIA
653
Mount Yale Investment Advisors
Colorado
$597K -$13.6K -230 -2%
AWM
654
AE Wealth Management
Kansas
$597K +$234K +3,937 +71%
SMC
655
Smith, Moore & Co
Missouri
$597K +$564K +9,508 New
BAS
656
Brown Advisory Securities
Maryland
$594K +$39.8K +671 +8%
TBA
657
Tower Bridge Advisors
Pennsylvania
$592K
TNB
658
Thomasville National Bank
Georgia
$591K -$185K -3,125 -25%
CIA
659
Capital Investment Advisors
Georgia
$590K +$29.4K +496 +6%
SA
660
SL Advisors
New Jersey
$583K -$189K -3,190 -26%
CA
661
Cullinan Associates
Kentucky
$580K -$23.7K -400 -4%
SHCM
662
Stokes & Hubbell Capital Management
Louisiana
$578K -$17.2K -289 -3%
AMIM
663
Aull & Monroe Investment Management
Alabama
$577K
MHS
664
M Holdings Securities
Oregon
$572K +$34.5K +582 +7%
CCM
665
Crossvault Capital Management
Texas
$569K +$538K +9,065 New
CIC
666
Crawford Investment Counsel
Georgia
$565K -$2.49K -42 -0.5%
CHAM
667
Clear Harbor Asset Management
Connecticut
$565K +$534K +8,998 New
PTC
668
Private Trust Company
Ohio
$558K -$10.7K -181 -2%
DMK
669
David M. Knott
$558K
LIM
670
Leavell Investment Management
Alabama
$555K -$208K -3,508 -28%
CAS
671
Cue Advisory Services
Arizona
$551K -$8.96K -151 -2%
SPC
672
Sigma Planning Corp
Michigan
$550K +$73K +1,230 +16%
SC
673
SRB Corp
Massachusetts
$550K +$339K +5,714 +188%
HDIM
674
Hanson & Doremus Investment Management
Vermont
$549K -$10.2K -172 -2%
IAA
675
Independent Advisor Alliance
North Carolina
$548K -$299K -5,031 -34%

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.