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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
BAC
851
Boys Arnold & Co
North Carolina
$241K +$5.14K +86 +2%
CFA
852
Carroll Financial Associates
North Carolina
$241K +$16.1K +269 +7%
AWCI
853
Alpine Woods Capital Investors
New York
$240K +$38.8K +650 +18%
SIP
854
Stoneridge Investment Partners
Pennsylvania
$240K +$260K +4,347 New
SKK
855
Shepherd Kaplan Krochuk
Massachusetts
$239K
DWA
856
Douglass Winthrop Advisors
New York
$238K -$929K -15,550 -78%
SIM
857
Sonora Investment Management
Arizona
$236K -$35.3K -591 -12%
OLA
858
Oliver Luxxe Assets
New Jersey
$236K
BOTW
859
Bank of the West
California
$236K +$48.6K +813 +23%
MSA
860
Marino Stram & Associates
Massachusetts
$234K -$71K -1,188 -22%
WSC
861
Wellington Shields & Co
New York
$232K -$1.38M -23,067 -85%
Envestnet Asset Management
862
Envestnet Asset Management
Illinois
$231K -$5.13M -85,928 -95%
VF
863
Virtu Financial
New York
$230K -$85.2K -1,426 -25%
BDF
864
Balasa Dinverno & Foltz
$230K +$33.6K +562 +16%
HR
865
Howe & Rusling
New York
$229K -$51.4K -861 -17%
FFA
866
First Foundation Advisors
California
$228K -$3.17K -53 -1%
WDA
867
Wendell David Associates
New Hampshire
$228K +$13.4K +225 +6%
MSAM
868
Moloney Securities Asset Management
Missouri
$227K -$28.8K -482 -10%
ACP
869
Aviance Capital Partners
Florida
$227K
SBSB
870
Sullivan, Bruyette, Speros & Blaney
Virginia
$227K +$8.66K +145 +4%
AF
871
Advisornet Financial
Minnesota
$224K -$6.39K -107 -3%
MWM
872
Modera Wealth Management
New Jersey
$223K -$2.45K -41 -1%
BCWM
873
Bartlett & Co Wealth Management
Ohio
$222K -$33.9K -567 -12%
BC
874
Bartlett & Co
Ohio
$222K -$33.9K -567 -12%
PFS
875
Prospera Financial Services
Texas
$222K +$10.5K +176 +5%

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.