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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
PIC
876
Portland Investment Counsel
Ontario, Canada
$248K +$234K +3,944 New
WDA
877
Wendell David Associates
New Hampshire
$246K -$29.7K -500 -11%
MCWS
878
McKinley Carter Wealth Services
West Virginia
$246K
AWM
879
Altavista Wealth Management
North Carolina
$245K -$48.6K -819 -17%
WPW
880
Waldron Private Wealth
Pennsylvania
$244K -$19.6K -331 -8%
WAAG
881
Wealth Alliance Advisory Group
Kansas
$244K -$9.91K -167 -4%
FLPIM
882
F.L. Putnam Investment Management
Massachusetts
$242K -$690K -11,625 -75%
PA
883
Perennial Advisors
New York
$242K -$166K -2,790 -42%
SC
884
Savant Capital
Illinois
$242K -$3.15K -53 -1%
PWW
885
Pettyjohn Wood & White
Virginia
$242K
BWP
886
Baldwin Wealth Partners
Massachusetts
$242K +$11.9K +200 +5%
AOWM
887
Alpha Omega Wealth Management
Virginia
$240K -$5.93K -100 -3%
IIC
888
Ironwood Investment Counsel
Arizona
$239K +$29.8K +502 +15%
HH
889
Hilltop Holdings
Texas
$235K -$253K -4,260 -53%
EAM
890
Evanson Asset Management
California
$234K
FBFS
891
First Business Financial Services
Wisconsin
$234K
CAMG
892
CWA Asset Management Group
Florida
$233K +$220K +3,713 New
AWCI
893
Alpine Woods Capital Investors
New York
$232K
CPIA
894
Cornell Pochily Investment Advisors
New York
$231K -$4.15K -70 -2%
WAP
895
Wealthcare Advisory Partners
Pennsylvania
$230K -$69.8K -1,176 -24%
CCFCSB
896
Cape Cod Five Cents Savings Bank
Massachusetts
$230K -$39.3K -663 -15%
GLA
897
Good Life Advisors
Pennsylvania
$228K +$215K +3,619 New
BDF
898
Balasa Dinverno & Foltz
$227K +$214K +3,612 New
PP
899
Prudential plc
United Kingdom
$226K
PPCM
900
Pillar Pacific Capital Management
California
$224K -$15.5K -262 -7%

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.