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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
EFS
701
Essex Financial Services
Connecticut
$474K -$15.3K -257 -3%
SRSA
702
S.R. Schill & Associates
Washington
$467K
BA
703
Boston Advisors
Massachusetts
$466K +$12.4K +209 +3%
CCA
704
Checchi Capital Advisers
California
$465K -$15.8K -266 -3%
WG
705
Welch Group
Alabama
$465K -$4.57K -77 -1%
DAM
706
Delta Asset Management
Tennessee
$464K
AMI
707
Amica Mutual Insurance
Rhode Island
$456K
CONA
708
Capital One National Association
New York
$456K +$25.8K +435 +6%
BSW
709
Buckingham Strategic Wealth
Missouri
$456K +$198K +3,336 +85%
SFG
710
SevenBridge Financial Group
Pennsylvania
$453K +$56.3K +949 +15%
BRWA
711
B. Riley Wealth Advisors
Florida
$453K +$427K +7,198 New
AFP
712
Ausdal Financial Partners
Iowa
$451K +$426K +7,174 New
TF
713
Tompkins Financial
New York
$446K -$89.8K -1,513 -18%
BT
714
Brandywine Trust
Delaware
$446K
SFM
715
Signet Financial Management
New Jersey
$446K +$1.36K +23 +0.3%
RG
716
Rikoon Group
New Mexico
$446K +$422K +7,107 New
WPW
717
Winthrop Partners - WNY
New York
$444K +$186K +3,129 +79%
HCM
718
Highlander Capital Management
New Jersey
$444K +$23.7K +400 +6%
BBP
719
Banco BTG Pactual
Brazil
$442K +$418K +7,040 New
WF
720
Welch & Forbes
Massachusetts
$441K -$1.36K -23 -0.3%
YMRC
721
Yorktown Management & Research Company
Virginia
$440K -$119K -2,000 -22%
DAS
722
Dynamic Advisor Solutions
Arizona
$437K +$79.8K +1,344 +24%
AR
723
Advisory Research
Illinois
$437K +$413K +6,960 New
PAM
724
PVG Asset Management
Colorado
$433K
CPA
725
Clear Perspective Advisors
Illinois
$431K -$59.3K -1,000 -13%

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.