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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
PFM
751
Parsec Financial Management
North Carolina
$356K +$386K +6,464 New
BS
752
Boenning & Scattergood
Pennsylvania
$355K +$74.9K +1,253 +24%
AFP
753
Ausdal Financial Partners
Iowa
$350K -$49.1K -821 -11%
ADMI
754
Albert D. Mason Inc
Massachusetts
$349K +$379K +6,335 New
DAS
755
Dynamic Advisor Solutions
Arizona
$347K -$39.2K -656 -9%
GIM
756
Groesbeck Investment Management
New Jersey
$347K +$376K +6,300 New
CT
757
Coastline Trust
Rhode Island
$346K +$166K +2,775 +79%
MME
758
Meag Munich Ergo
Germany
$345K -$773K -12,942 -67%
HPC
759
Hobart Private Capital
North Carolina
$344K -$11.2K -187 -3%
FCAG
760
First Capital Advisors Group
New Jersey
$341K
NAM
761
NorthCoast Asset Management
Connecticut
$340K -$1.43K -24 -0.4%
EFS
762
Essex Financial Services
Connecticut
$339K -$83.1K -1,390 -18%
TA
763
Tiedemann Advisors
New York
$339K -$2.69K -45 -0.7%
FSA
764
Franklin Street Advisors
North Carolina
$338K -$5.52M -92,341 -94%
SBH
765
Segall Bryant & Hamill
Illinois
$337K -$4.36K -73 -1%
WFG
766
Wills Financial Group
Virginia
$335K -$261K -4,373 -42%
BSW
767
Buckingham Strategic Wealth
Missouri
$333K -$72.3K -1,210 -17%
JCM
768
Jacobi Capital Management
Pennsylvania
$333K +$33.6K +563 +10%
TRCT
769
Tower Research Capital (TRC)
New York
$331K -$1.16M -19,391 -76%
B
770
Bridgeworth
Alabama
$331K +$76.7K +1,283 +21%
HCMNY
771
Howard Capital Management (New York)
New York
$329K
AWM
772
Altium Wealth Management
New York
$329K +$115K +1,919 +47%
HH
773
Hilltop Holdings
Texas
$326K +$129K +2,162 +58%
MRCM
774
M&R Capital Management
New Jersey
$325K -$3.94K -66 -1%
WPC
775
Waters Parkerson & Co
Louisiana
$324K -$6.57K -110 -2%

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.