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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
IWP
876
Icon Wealth Partners
Texas
$220K +$58K +970 +32%
DWM
877
Darwin Wealth Management
Florida
$218K -$8.43K -141 -3%
Dodge & Cox
878
Dodge & Cox
California
$217K
PIC
879
Portland Investment Counsel
Ontario, Canada
$217K
MCWS
880
McKinley Carter Wealth Services
West Virginia
$217K +$896 +15 +0.4%
AWM
881
Altavista Wealth Management
North Carolina
$215K
WPW
882
Waldron Private Wealth
Pennsylvania
$215K +$1.79K +30 +0.8%
PM
883
Parametrica Management
Hong Kong
$215K +$233K +3,897 New
SGAM
884
Steinberg Global Asset Management
Florida
$214K -$3.88K -65 -2%
WAAG
885
Wealth Alliance Advisory Group
Kansas
$214K
SC
886
Savant Capital
Illinois
$214K +$1.85K +31 +0.8%
PK
887
Pflug Koory
Nebraska
$213K +$18.9K +317 +9%
BWP
888
Baldwin Wealth Partners
Massachusetts
$212K
TTWM
889
TCV Trust & Wealth Management
Virginia
$210K -$14.4K -241 -6%
1SB
890
1ST Source Bank
Indiana
$209K -$31.1K -520 -12%
MA
891
MANA Advisors
New York
$209K +$227K +3,801 New
FLPIM
892
F.L. Putnam Investment Management
Massachusetts
$208K -$4.48K -75 -2%
BAM
893
Barrett Asset Management
New York
$206K -$29.9K -500 -12%
BO
894
Bank OZK
Arkansas
$206K -$23.9K -400 -10%
RWA
895
Ropes Wealth Advisors
Massachusetts
$205K -$139K -2,329 -39%
FBFS
896
First Business Financial Services
Wisconsin
$205K
BCM
897
Brookstone Capital Management
Illinois
$205K +$13K +218 +6%
KIA
898
KCM Investment Advisors
California
$203K -$150K -2,514 -41%
UBV
899
United Bank (Virginia)
Virginia
$203K -$27.8K -466 -11%
CCFCSB
900
Cape Cod Five Cents Savings Bank
Massachusetts
$202K -$179 -3 -0.1%

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.