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Kraft Heinz

845 hedge funds and large institutions have $19.7B invested in Kraft Heinz in 2019 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 302 increasing their positions, 339 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

0.61% more ownership

Funds ownership: 57.15%57.76% (+0.61%)

9% less capital invested

Capital invested by funds: $21.6B → $19.7B (-$1.92B)

9% less funds holding

Funds holding: 931845 (-86)

11% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 339

41% less call options, than puts

Call options by funds: $376M | Put options by funds: $633M

54% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 153

Holders
845
Holders Change
-86
Holders Change %
-9.24%
% of All Funds
18.53%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.35%
New
71
Increased
302
Reduced
339
Closed
153
Calls
$376M
Puts
$633M
Net Calls
-$257M
Net Calls Change
+$121M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
676
TCI Wealth Advisors
Arizona
$48K +$5.06K +176 +11%
AIM
677
Advantage Investment Management
Iowa
$47K
HCA
678
Horan Capital Advisors
Ohio
$47K +$48.7K +1,691 New
GCM
679
Gables Capital Management
Florida
$44K
PMFA
680
Plante Moran Financial Advisors
Michigan
$44K +$3.11K +108 +7%
MCM
681
Manchester Capital Management
Vermont
$43K
SWA
682
Sutton Wealth Advisors
Florida
$42.9K -$6.85K -238 -13%
WAP
683
Wealthcare Advisory Partners
Pennsylvania
$40K +$1.15K +40 +3%
GRP
684
Global Retirement Partners
California
$40K +$6.07K +211 +17%
LC
685
Lindbrook Capital
California
$39K -$10.2K -356 -20%
SSB
686
Sandy Spring Bank
Maryland
$39K
BDWM
687
Brewin Dolphin Wealth Management
Ireland
$38.9K -$133K -4,623 -77%
CFD
688
Creative Financial Designs
Indiana
$38K +$7.19K +250 +21%
CAW
689
Cornerstone Advisors (Washington)
Washington
$37K +$2.45K +85 +7%
GWMIA
690
Global Wealth Management Investment Advisory
Florida
$36K -$11.5K -400 -24%
ADL
691
Asset Dedication LLC
California
$36K -$9.84K -342 -22%
HGWM
692
Harvest Group Wealth Management
Massachusetts
$35K +$173 +6 +0.5%
CBT
693
Central Bank & Trust
Kentucky
$34K
PB
694
Pinnacle Bancorp
Nebraska
$33K -$8.06K -280 -19%
JWA
695
JFS Wealth Advisors
Pennsylvania
$33K -$662 -23 -2%
SNT
696
Security National Trust
West Virginia
$33K
EFSCE
697
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$1.35K +47 +4%
GAM
698
Gemmer Asset Management
California
$33K +$3.28K +114 +11%
RFA
699
Reilly Financial Advisors
California
$32K -$23.7K -822 -41%
TL
700
TrueWealth LLC
Georgia
$32K -$11.5K -400 -26%