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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
KPCM
1026
Kings Point Capital Management
New York
$63K
HCM
1027
Hilton Capital Management
New York
$63K +$59.3K +1,000 New
EA
1028
Edge Advisors
Georgia
$61K -$19.7K -332 -25%
TFO
1029
Tarbox Family Office
California
$61K +$1.42K +24 +3%
MGIA
1030
Moneta Group Investment Advisors
Missouri
$61K +$36.3K +612 +171%
FWM
1031
Focused Wealth Management
New York
$54K -$16.2K -273 -24%
ACS
1032
Archford Capital Strategies
Illinois
$52K +$49.4K +833 New
YWP
1033
YorkBridge Wealth Partners
New York
$51K
TFS
1034
TrustCore Financial Services
Tennessee
$50K -$5.58K -94 -11%
LFA
1035
Legacy Financial Advisors
Kentucky
$50K +$20K +337 +76%
AWA
1036
Acorn Wealth Advisors
Michigan
$49K -$2.2K -37 -4%
BCM
1037
Blume Capital Management
California
$49K +$29.7K +500 +179%
WWMSC
1038
Wagner Wealth Management (South Carolina)
South Carolina
$49K +$36.3K +611 +355%
VIA
1039
Vantage Investment Advisors
Pennsylvania
$48K
Rockefeller Capital Management
1040
Rockefeller Capital Management
New York
$48K +$13.2K +222 +42%
RWP
1041
RWA Wealth Partners
Massachusetts
$48K +$36.9K +622 +438%
NC
1042
NewSquare Capital
Pennsylvania
$46K
LA
1043
Legacy Advisors
Pennsylvania
$46K +$16.7K +281 +63%
LWCFA
1044
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K -$2.31K -39 -5%
VCM
1045
Versant Capital Management
Arizona
$45K -$1.13K -19 -3%
DBT
1046
Dubuque Bank & Trust
Iowa
$45K
GEA
1047
Glen Eagle Advisors
New Jersey
$44.7K -$950 -16 -2%
PCP
1048
Proficio Capital Partners
Massachusetts
$44K +$3.32K +56 +9%
FMB
1049
Field & Main Bank
Kentucky
$43K
CHP
1050
Cable Hill Partners
Oregon
$42K +$5.4K +91 +16%

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.