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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
BFA
801
Bragg Financial Advisors
North Carolina
$296K -$1.73K -29 -0.5%
BCM
802
Breiter Capital Management
Florida
$295K -$5.2K -87 -2%
WIP
803
Wellesley Investment Partners
Massachusetts
$295K
SAM
804
SignalPoint Asset Management
Missouri
$295K +$25.2K +422 +9%
NFG
805
Next Financial Group
Texas
$291K -$75K -1,255 -19%
WAM
806
Wealthspire Advisors (Maryland)
Maryland
$291K -$68.1K -1,140 -18%
DWT
807
Dorsey & Whitney Trust
South Dakota
$290K +$53.9K +902 +21%
AI
808
ArchPoint Investors
Florida
$290K +$314K +5,260 New
TCB
809
Texas Capital Bancshares
Texas
$288K
OAM
810
Oppenheimer Asset Management
New York
$287K -$10.4K -174 -3%
NSB
811
Norway Savings Bank
Maine
$285K -$5.38K -90 -2%
BDS
812
Banco de Sabadell
Florida
$285K
IB
813
Intrust Bank
Kansas
$284K -$22.9K -384 -7%
AT
814
Arden Trust
Delaware
$283K -$837 -14 -0.3%
BWAM
815
Boyd Watterson Asset Management
Ohio
$281K +$304K +5,094 New
BHBT
816
Burke & Herbert Bank & Trust
Virginia
$279K
KCM
817
Kanawha Capital Management
Virginia
$278K +$8.66K +145 +3%
AAMA
818
Advanced Asset Management Advisors
Ohio
$276K -$2.09K -35 -0.7%
BPCA
819
Bank Pictet & Cie (Asia)
Singapore
$276K
CIC
820
Canal Insurance Company
South Carolina
$276K
KA
821
Kovack Advisors
Florida
$275K -$107K -1,789 -26%
GHAM
822
Gilman Hill Asset Management
Connecticut
$270K -$182K -3,040 -38%
Fisher Asset Management
823
Fisher Asset Management
Washington
$270K -$36.2K -606 -11%
DLA
824
Douglas Lane & Associates
New York
$270K +$14.5K +242 +5%
BTNA
825
Bremer Trust National Association
Minnesota
$269K +$39.3K +658 +16%

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.