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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
CIA
976
CSat Investment Advisory
Michigan
$120K +$114K +1,921 New
CT
977
CPF Texas
Texas
$117K
AIM
978
Advantage Investment Management
Iowa
$116K +$2.97K +50 +3%
GRP
979
Global Retirement Partners
California
$114K +$7.89K +133 +8%
AA
980
Apriem Advisors
California
$114K +$108K +1,813 New
CAL
981
Capital Advisors Ltd
Ohio
$113K +$415 +7 +0.4%
PCG
982
Private Capital Group
Connecticut
$113K +$22.7K +383 +27%
KJWM
983
Kiley Juergens Wealth Management
Washington
$113K +$107K +1,802 New
WWM
984
Willingdon Wealth Management
North Carolina
$112K -$1.32M -22,293 -93%
CBOA
985
Commonwealth Bank of Australia
Australia
$111K +$13.1K +220 +14%
SFPIA
986
Stevens First Principles Investment Advisors
California
$108K +$102K +1,725 New
PGWM
987
Parisi Gray Wealth Management
New Jersey
$105K +$15.5K +261 +19%
SBL
988
Sargent Bickham Lagudis
Colorado
$104K +$73.2K +1,234 +297%
GLI
989
Guardian Life Insurance
New York
$103K +$16.2K +273 +20%
Carson Wealth (CWM LLC)
990
Carson Wealth (CWM LLC)
Nebraska
$101K +$31K +523 +48%
WIM
991
Westside Investment Management
California
$101K +$24.2K +407 +34%
VCM
992
Vigilant Capital Management
Maine
$100K
OC
993
Oakworth Capital
Alabama
$100K +$1.48K +25 +2%
SNT
994
Security National Trust
West Virginia
$99K -$8.9K -150 -9%
AF
995
Arrow Financial
New York
$97K -$149K -2,509 -62%
RFA
996
Reilly Financial Advisors
California
$97K +$119 +2 +0.1%
PCM
997
Princeton Capital Management
New Jersey
$94K -$18.1K -305 -17%
NWM
998
Northwest Wealth Management
Iowa
$93K -$2.67K -45 -3%
CDIA
999
Capital Directions Investment Advisors
Georgia
$93K +$87.6K +1,476 New
PFA
1000
Pathway Financial Advisors
Vermont
$92K

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.