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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
LWA
1001
Lenox Wealth Advisors
New York
$55K
MPIA
1002
Mountain Pacific Investment Advisers
Idaho
$55K +$59.8K +1,000 New
TFO
1003
Tarbox Family Office
California
$54K
FWM
1004
Focused Wealth Management
New York
$54K +$7.05K +118 +14%
BAM
1005
Bruderman Asset Management
New York
$53K -$1.96M -32,846 -97%
WTB
1006
Washington Trust Bank
Washington
$53K -$91.1K -1,525 -61%
CCM
1007
Cribstone Capital Management
Maine
$51K +$17.9K +300 +49%
ClearBridge Investments
1008
ClearBridge Investments
New York
$48K -$14.2M -237,132 -100%
CFGS
1009
Concourse Financial Group Securities
Alabama
$48K +$51.5K +862 New
SCM
1010
Silvant Capital Management
Georgia
$46K +$23.6K +395 +91%
YWP
1011
YorkBridge Wealth Partners
New York
$45K
TFS
1012
TrustCore Financial Services
Tennessee
$43K
VIA
1013
Vantage Investment Advisors
Pennsylvania
$42K
NC
1014
NewSquare Capital
Pennsylvania
$41K
MFW
1015
Mosaic Family Wealth
Missouri
$40K -$16.7K -280 -27%
LA
1016
Legacy Advisors
Pennsylvania
$40K
LWCFA
1017
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K
LFASL
1018
Lugano Financial Advisors SA (LFA)
Switzerland
$40K +$21.5K +360 +100%
GEA
1019
Glen Eagle Advisors
New Jersey
$39.2K
MYIA
1020
Mount Yale Investment Advisors
Colorado
$39K -$524K -8,768 -92%
FMB
1021
Field & Main Bank
Kentucky
$39K
ACS
1022
Archford Capital Strategies
Illinois
$38K -$9.08K -152 -18%
VCM
1023
Versant Capital Management
Arizona
$37K -$2.21K -37 -5%
CHP
1024
Cable Hill Partners
Oregon
$37K
PGWM
1025
Parisi Gray Wealth Management
New Jersey
$34K -$59.8K -1,000 -62%

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.