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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
TPWA
976
TRUE Private Wealth Advisors
Oregon
$73.9K +$80.1K +1,341 New
KA
977
Kaizen Advisory
Illinois
$73K
CAW
978
Cornerstone Advisors (Washington)
Washington
$72K -$48.8K -817 -39%
EWM
979
Edge Wealth Management
New York
$69K
JWA
980
JFS Wealth Advisors
Pennsylvania
$68K +$2.15K +36 +3%
QCIG
981
Quad-Cities Investment Group
Iowa
$67K
BG
982
Bollard Group
Massachusetts
$67K +$717 +12 +1%
SWM
983
Selective Wealth Management
Virginia
$67K +$72.6K +1,215 New
FCB
984
First Command Bank
Texas
$66K -$204K -3,418 -74%
FCFS
985
First Command Financial Services
Texas
$66K -$204K -3,418 -74%
GTAM
986
Global Trust Asset Management
Florida
$66K
MUS
987
Mitsubishi UFJ Securities
Japan
$64K
BCM
988
Bluefin Capital Management
New York
$63K +$67.9K +1,136 New
FFC
989
First Financial Corp
Indiana
$62K
PFBT
990
Parkside Financial Bank & Trust
Missouri
$59K -$2.87K -48 -4%
AFIA
991
America First Investment Advisors
Nebraska
$59K
DOA
992
D'Orazio & Associates
Virginia
$59K
EFSCE
993
Enterprise Financial Services Corp (EFSC)
Missouri
$57K -$14.2K -238 -19%
FIB
994
First Interstate Bank
Montana
$57K -$2.45K -41 -4%
VRM
995
Vectors Research Management
New York
$57K +$54.8K +917 New
WEC
996
Winslow Evans & Crocker
Massachusetts
$56K -$20.2K -338 -26%
ARMT
997
Amica Retiree Medical Trust
Rhode Island
$56K
WWMSC
998
Wagner Wealth Management (South Carolina)
South Carolina
$56K +$13.6K +228 +29%
HCM
999
Hilton Capital Management
New York
$55K
KPCM
1000
Kings Point Capital Management
New York
$55K

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.