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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
PA
901
Perennial Advisors
New York
$198K -$15.4K -257 -7%
ST
902
Smithfield Trust
Pennsylvania
$187K -$8.37K -140 -4%
OSNBOA
903
Old Second National Bank of Aurora
Illinois
$184K
RMAM
904
Raab & Moskowitz Asset Management
New Jersey
$182K
KJWM
905
Kiley Juergens Wealth Management
Washington
$182K +$89.6K +1,500 +83%
HI
906
Harrington Investments
California
$181K
PFSC
907
Peoples Financial Services Corp
Pennsylvania
$180K
TC
908
Truvestments Capital
Florida
$177K +$192K +3,206 New
C
909
Cerebellum
California
$175K +$190K +3,175 New
BEAM
910
Baker Ellis Asset Management
Washington
$173K
VNA
911
Valley National Advisers
Pennsylvania
$173K +$299 +5 +0.2%
JA
912
JOYN Advisors
Georgia
$171K +$37.3K +625 +25%
PG
913
Patten Group
Tennessee
$170K -$54.8K -917 -23%
EWM
914
Endurance Wealth Management
Rhode Island
$167K -$4.78K -80 -3%
CFG
915
Citizens Financial Group
Rhode Island
$167K +$5.38K +90 +3%
AIM
916
Anchor Investment Management
South Carolina
$167K -$3.88K -65 -2%
LNB
917
Ledyard National Bank
$165K -$20.2K -338 -10%
SOAMC
918
Spirit of America Management Corp
New York
$165K
TL
919
TrueWealth LLC
Georgia
$165K
SIC
920
Salem Investment Counselors
North Carolina
$161K -$93.5K -1,565 -35%
AW
921
Alpha Windward
Massachusetts
$158K +$11.2K +188 +7%
BAM
922
Belpointe Asset Management
Nevada
$158K +$171K +2,868 New
SWA
923
Sutton Wealth Advisors
Florida
$157K -$73.6K -1,232 -30%
AOWM
924
Alpha Omega Wealth Management
Virginia
$154K -$61.2K -1,025 -27%
JFA
925
JNBA Financial Advisors
Minnesota
$154K +$158K +2,644 +1,751%

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.