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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
OIA
926
OneDigital Investment Advisors
Kansas
$153K +$9.56K +160 +6%
PMFA
927
Plante Moran Financial Advisors
Michigan
$149K +$4.12K +69 +3%
CPIG
928
Chicago Partners Investment Group
Illinois
$147K +$22.3K +373 +16%
KTC
929
Kistler-Tiffany Companies
Pennsylvania
$145K -$25.5K -427 -14%
OIA
930
Optimum Investment Advisors
Illinois
$143K +$9.98K +167 +7%
MCA
931
Mercer Capital Advisers
New Jersey
$137K
DSC
932
Duncker Streett & Co
Missouri
$134K -$18.6K -311 -11%
TWA
933
TCI Wealth Advisors
Arizona
$132K -$21K -351 -13%
OFW
934
Omnia Family Wealth
Florida
$130K
FL
935
Fort LP
Maryland
$122K +$132K +2,217 New
QCG
936
Quadrant Capital Group
Ohio
$121K -$19.8K -331 -12%
Lazard Asset Management
937
Lazard Asset Management
New York
$120K
JGIA
938
Jackson Grant Investment Advisers
Connecticut
$119K +$418 +7 +0.3%
ARMC
939
American Research & Management Company
Massachusetts
$117K
CIA
940
CSat Investment Advisory
Michigan
$116K +$10.9K +182 +9%
AIM
941
Advantage Investment Management
Iowa
$115K +$13.4K +225 +12%
BCM
942
Blume Capital Management
California
$115K +$77.7K +1,300 +167%
RWA
943
River Wealth Advisors
Pennsylvania
$114K -$47.2K -790 -28%
SAM
944
Shamrock Asset Management
Texas
$113K -$29.9K -500 -20%
PCG
945
Private Capital Group
Connecticut
$113K +$15K +251 +14%
CB
946
CNB Bank
Pennsylvania
$112K -$5.97K -100 -5%
FQ
947
First Quadrant
California
$110K
GRP
948
Global Retirement Partners
California
$109K +$10.5K +175 +10%
MMG
949
Monetary Management Group
Missouri
$107K -$5.97K -100 -5%
CBT
950
Central Bank & Trust
Kentucky
$106K +$29.9K +500 +35%

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.