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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
PCP
1026
Proficio Capital Partners
Massachusetts
$33K -$5.32K -89 -13%
ACM
1027
AUA Capital Management
Pennsylvania
$33K
IFAM
1028
Institutional & Family Asset Management
Colorado
$33K +$120 +2 +0.3%
TCCM
1029
Timber Creek Capital Management
Massachusetts
$32K
TAM
1030
Troy Asset Management
United Kingdom
$32K
CAC
1031
Certified Advisory Corp
Florida
$31K -$29.8K -498 -47%
AssetMark Inc
1032
AssetMark Inc
California
$31K -$1.37K -23 -4%
AF
1033
Arrow Financial
New York
$30K -$60.3K -1,009 -65%
Rockefeller Capital Management
1034
Rockefeller Capital Management
New York
$30K -$12K -200 -27%
LFA
1035
Legacy Financial Advisors
Kentucky
$29K -$14.5K -242 -31%
CAGAS
1036
Capital Advisory Group Advisory Services
Minnesota
$29K -$1.55K -26 -5%
AF
1037
Allworth Financial
California
$29K +$1.02K +17 +3%
AC
1038
Avestar Capital
New York
$29K +$2.39K +40 +8%
FIA
1039
FNY Investment Advisers
New York
$29K +$31.7K +530 New
BWM
1040
BerganKDV Wealth Management
Minnesota
$28K -$8.61K -144 -22%
PSC
1041
Prentiss Smith & Co
Vermont
$28K
SQA
1042
Simon Quick Advisors
New Jersey
$28K
PCFFS
1043
Pacific Center for Financial Services
California
$28K +$5.74K +96 +23%
MIFH
1044
Migdal Insurance & Financial Holdings
Israel
$28K +$9.14K +153 +42%
WCAMG
1045
Woodard & Company Asset Management Group
North Carolina
$27K
GI
1046
Gradient Investments
Minnesota
$26K +$4.18K +70 +18%
CTB
1047
Country Trust Bank
Illinois
$26K +$27.9K +467 New
TG
1048
TLP Group
Illinois
$25K -$8.48K -142 -24%
PCA
1049
Peddock Capital Advisors
Massachusetts
$25K
RWG
1050
Regal Wealth Group
California
$25K

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.