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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
OLA
851
Oliver Luxxe Assets
New Jersey
$264K
FFA
852
First Foundation Advisors
California
$263K +$13.5K +228 +6%
DWM
853
Darwin Wealth Management
Florida
$262K -$29.1K -491 -11%
AF
854
Advisornet Financial
Minnesota
$262K +$66.2K +1,116 +37%
UBV
855
United Bank (Virginia)
Virginia
$261K
DA
856
Doliver Advisors
Texas
$260K +$245K +4,134 New
ACP
857
Aviance Capital Partners
Florida
$259K -$26.7K -450 -10%
BO
858
Bank OZK
Arkansas
$259K +$5.99K +101 +3%
CFA
859
Carroll Financial Associates
North Carolina
$258K -$1.19K -20 -0.5%
FI
860
FormulaFolio Investments
Michigan
$257K +$242K +4,085 New
MWM
861
Modera Wealth Management
New Jersey
$256K -$16.6K -280 -6%
SWA
862
Sutton Wealth Advisors
Florida
$256K -$1.36K -23 -0.6%
TTWM
863
TCV Trust & Wealth Management
Virginia
$255K -$73K -1,230 -23%
P
864
Pitcairn
Pennsylvania
$255K +$11.8K +198 +5%
WG
865
Winton Group
United Kingdom
$254K -$135K -2,282 -36%
AWM
866
Altium Wealth Management
New York
$254K +$240K +4,043 New
SFG
867
Summit Financial Group
West Virginia
$253K -$4.51K -76 -2%
LSAG
868
Lake Street Advisors Group
New Hampshire
$252K +$46.6K +785 +24%
PG
869
Patten Group
Tennessee
$251K -$24.7K -416 -9%
NFG
870
Nations Financial Group
Iowa
$251K
RIM
871
Redwood Investment Management
Arizona
$251K +$36.1K +609 +18%
SBSB
872
Sullivan, Bruyette, Speros & Blaney
Virginia
$250K -$52.3K -881 -18%
WCM
873
Weik Capital Management
Pennsylvania
$249K +$15.5K +261 +7%
SGAM
874
Steinberg Global Asset Management
Florida
$248K -$4.75M -80,001 -95%
Dodge & Cox
875
Dodge & Cox
California
$248K

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.