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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
BMC
776
Beaton Management Company
Massachusetts
$324K
MWAC
777
Mariner Wealth Advisors (Cincinnati)
Ohio
$323K +$20.2K +338 +6%
CBT
778
Capital Bank & Trust
California
$321K -$225K -3,766 -39%
TF
779
Tompkins Financial
New York
$321K -$77.4K -1,296 -18%
IWM
780
IHT Wealth Management
Illinois
$321K +$4.84K +81 +1%
CAM
781
Close Asset Management
United Kingdom
$318K +$177K +2,958 +102%
FWM
782
Frontier Wealth Management
Missouri
$317K -$22.2K -371 -6%
HW
783
Hancock Whitney
Mississippi
$317K +$343K +5,739 New
IHL
784
Investment House LLC
California
$315K -$113K -1,890 -25%
KIC
785
Keating Investment Counselors
Florida
$315K
TNB
786
Thomasville National Bank
Georgia
$313K -$223K -3,737 -40%
ONST
787
Old North State Trust
North Carolina
$312K +$339K +5,668 New
ZCM
788
Zebra Capital Management
Connecticut
$310K +$336K +5,629 New
CSS
789
Cubist Systematic Strategies
Connecticut
$307K +$333K +5,571 New
B
790
Barings
North Carolina
$305K -$20.3K -339 -6%
MFG
791
Merit Financial Group
Georgia
$305K +$3.82K +64 +1%
RAM
792
Redmond Asset Management
Virginia
$305K +$4.78K +80 +1%
MLFP
793
MPS Loria Financial Planners
Illinois
$302K -$14.8K -247 -4%
CGA
794
Crescent Grove Advisors
Illinois
$301K +$120 +2 +0%
BHWM
795
Bar Harbor Wealth Management
New Hampshire
$299K -$73.1K -1,223 -18%
CBN
796
Cadence Bank NA
Texas
$299K -$36K -602 -10%
LS
797
Livforsakringsbolaget Skandia
Sweden
$298K -$329K -5,500 -50%
CAM
798
Cozad Asset Management
Illinois
$298K -$22.2K -371 -6%
ZF
799
Zhang Financial
Michigan
$298K -$7.47K -125 -2%
BCI
800
Brinker Capital Investments
Pennsylvania
$296K -$12.4K -207 -4%

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.