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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
HI
926
Harrington Investments
California
$207K
BCM
927
Bayesian Capital Management
New York
$207K +$196K +3,300 New
TMAM
928
Tokio Marine Asset Management
Japan
$206K -$36.9K -622 -16%
CG
929
Colony Group
Massachusetts
$205K -$17.1K -288 -8%
WP
930
WMS Partners
Maryland
$205K -$1.72K -29 -0.9%
PFSC
931
Peoples Financial Services Corp
Pennsylvania
$205K
IA
932
IFG Advisory
Georgia
$205K +$194K +3,276 New
NRS
933
Neville Rodie & Shaw
New York
$203K
EWF
934
Epstein & White Financial
California
$203K +$158K +2,654 New
KA
935
KLCM Advisors
Wisconsin
$203K +$192K +3,233 New
NL
936
NWAM LLC
Washington
$203K +$192K +3,234 New
III
937
Independent Investors Inc
New York
$201K -$71.2K -1,200 -27%
WP
938
WealthSource Partners
California
$201K +$190K +3,195 New
BEAM
939
Baker Ellis Asset Management
Washington
$197K
VNA
940
Valley National Advisers
Pennsylvania
$197K
SFSIG
941
San Francisco Sentry Investment Group
California
$195K -$76.5K -1,289 -29%
EWM
942
Endurance Wealth Management
Rhode Island
$195K -$15.4K -259 -8%
AIM
943
Anchor Investment Management
South Carolina
$194K -$40.7K -686 -18%
KTC
944
Kistler-Tiffany Companies
Pennsylvania
$192K +$8.96K +151 +5%
IWP
945
Icon Wealth Partners
Texas
$190K +$37K +623 +26%
TL
946
TrueWealth LLC
Georgia
$188K -$1.19K -20 -0.7%
SOAMC
947
Spirit of America Management Corp
New York
$188K
CFG
948
Citizens Financial Group
Rhode Island
$185K +$6.53K +110 +4%
AAM
949
Advisors Asset Management
Colorado
$183K -$18.2K -307 -10%
RWA
950
River Wealth Advisors
Pennsylvania
$180K -$118K -1,984 -41%

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.