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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
CBT
1001
Central Bank & Trust
Kentucky
$89K
HI
1002
Hudock Inc
Pennsylvania
$88K +$10.4K +175 +14%
WOC
1003
West Oak Capital
California
$85.8K
AAP
1004
Arax Advisory Partners
Colorado
$85K +$17.7K +298 +28%
WEC
1005
Winslow Evans & Crocker
Massachusetts
$84K -$49.3K -830 -39%
CCA
1006
Catalyst Capital Advisors
New York
$84K +$23.3K +393 +42%
KA
1007
Kaizen Advisory
Illinois
$84K +$45.1K +760 +133%
EFSCE
1008
Enterprise Financial Services Corp (EFSC)
Missouri
$80K -$1.13K -19 -1%
BRC
1009
Bell Rock Capital
Delaware
$80K +$17.5K +295 +31%
Credit Agricole
1010
Credit Agricole
France
$80K +$30.2K +509 +66%
EWM
1011
Edge Wealth Management
New York
$78K
QCIG
1012
Quad-Cities Investment Group
Iowa
$76K +$71.5K +1,205 New
GTAM
1013
Global Trust Asset Management
Florida
$75K
JWA
1014
JFS Wealth Advisors
Pennsylvania
$75K
BG
1015
Bollard Group
Massachusetts
$75K +$771 +13 +1%
MUS
1016
Mitsubishi UFJ Securities
Japan
$73K
PFBT
1017
Parkside Financial Bank & Trust
Missouri
$71K +$4.81K +81 +8%
FFC
1018
First Financial Corp
Indiana
$70K -$1.84K -31 -3%
DOA
1019
D'Orazio & Associates
Virginia
$68K -$19.6K -331 -24%
FIB
1020
First Interstate Bank
Montana
$68K +$16K +269 +33%
AFIA
1021
America First Investment Advisors
Nebraska
$67K
CAC
1022
Certified Advisory Corp
Florida
$67K +$3.8K +64 +6%
ARMT
1023
Amica Retiree Medical Trust
Rhode Island
$64K
MFW
1024
Mosaic Family Wealth
Missouri
$64K
LWA
1025
Lenox Wealth Advisors
New York
$63K -$1.96K -33 -3%

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.