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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
AIA
701
Avalon Investment & Advisory
Texas
$415K +$146K +2,446 +48%
SRSA
702
S.R. Schill & Associates
Washington
$410K
BA
703
Boston Advisors
Massachusetts
$408K -$1.55K -26 -0.4%
HIC
704
Holderness Investments Company
North Carolina
$404K +$28K +469 +7%
AMI
705
Amica Mutual Insurance
Rhode Island
$400K
SSB
706
Sandy Spring Bank
Maryland
$397K -$369K -6,180 -46%
DAM
707
Delta Asset Management
Tennessee
$397K -$10.5K -175 -2%
CCM
708
Compton Capital Management
Rhode Island
$396K +$24.2K +405 +6%
SFG
709
SevenBridge Financial Group
Pennsylvania
$395K -$3.05K -51 -0.7%
NFC
710
Northeast Financial Consultants
Connecticut
$394K +$428K +7,160 New
WSFS
711
Wilmington Savings Fund Society
Delaware
$393K -$67.1K -1,123 -14%
BT
712
Brandywine Trust
Delaware
$392K
ET
713
Equitable Trust
Tennessee
$392K +$119K +1,999 +39%
SFM
714
Signet Financial Management
New Jersey
$391K
XS
715
XR Securities
Illinois
$390K +$423K +7,078 New
LIM
716
Leavell Investment Management
Alabama
$389K -$106K -1,772 -20%
MA
717
Montag & Associates
Georgia
$389K -$55.1K -922 -12%
MWM
718
Marietta Wealth Management
Georgia
$389K +$32.6K +545 +8%
GS
719
Gagnon Securities
New York
$388K +$29.6K +496 +8%
YMRC
720
Yorktown Management & Research Company
Virginia
$386K
WF
721
Welch & Forbes
Massachusetts
$385K -$896 -15 -0.2%
BRWM
722
B. Riley Wealth Management
Tennessee
$384K +$416K +6,965 New
AR
723
Advisory Research
Illinois
$383K -$179 -3 -0%
CA
724
Cullinan Associates
Kentucky
$382K -$137K -2,300 -25%
SCP
725
Sandhill Capital Partners
New York
$381K +$38.4K +643 +10%

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.