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Kraft Heinz

931 hedge funds and large institutions have $21.6B invested in Kraft Heinz in 2019 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 349 increasing their positions, 356 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 356

1.77% less ownership

Funds ownership: 58.92%57.15% (-1.8%)

5% less funds holding

Funds holding: 977931 (-46)

8% less capital invested

Capital invested by funds: $23.4B → $21.6B (-$1.81B)

22% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 133

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

48% less call options, than puts

Call options by funds: $416M | Put options by funds: $794M

Holders
931
Holders Change
-46
Holders Change %
-4.71%
% of All Funds
20.22%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.2%
New
104
Increased
349
Reduced
356
Closed
133
Calls
$416M
Puts
$794M
Net Calls
-$378M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
OFW
1026
Omnia Family Wealth
Florida
-$42K -1,272 Closed
GSC
1027
G&S Capital
Colorado
-$36K -1,100 Closed
ARMT
1028
Amica Retiree Medical Trust
Rhode Island
-$33K -1,021 Closed
LPC
1029
Loeb Partners Corp
New York
-$30K -900 Closed
MFW
1030
Mosaic Family Wealth
Missouri
-$24K -725 Closed
CHP
1031
Cable Hill Partners
Oregon
-$19K -582 Closed
LWA
1032
Lenox Wealth Advisors
New York
-$16K -500 Closed
PLU
1033
Performa Ltd (US)
South Carolina
-$16K -500 Closed
LFA
1034
Legacy Financial Advisors
Kentucky
-$16K -483 Closed
DBT
1035
Dubuque Bank & Trust
Iowa
-$15K -461 Closed
PCA
1036
Peddock Capital Advisors
Massachusetts
-$15K -450 Closed
KPW
1037
Kore Private Wealth
New York
-$12K -377 Closed
AA
1038
Advisory Alpha
Michigan
-$8.8K -270 Closed
FNC
1039
First National Corp
Massachusetts
-$9K -264 Closed
WAS
1040
WESPAC Advisors SoCal
California
-$7K -230 Closed
KL
1041
KWMG LLC
Kansas
-$7K -227 Closed
PWM
1042
PRW Wealth Management
Massachusetts
-$7K -221 Closed
FC
1043
Ferris Capital
Massachusetts
-$6K -188 Closed
AP
1044
Atwood & Palmer
Missouri
-$6K -185 Closed
AIA
1045
Alera Investment Advisors
Illinois
-$5K -143 Closed
PO
1046
Private Ocean
California
-$4K -133 Closed
KFS
1047
Kelly Financial Services
Massachusetts
-$4.07K -125 Closed
ST
1048
Somerset Trust
Pennsylvania
-$4K -125 Closed
FGAM
1049
Financial Gravity Asset Management
Texas
-$3K -102 Closed
WCM
1050
WealthBridge Capital Management
Ohio
-$3K -95 Closed

KHC Hedge Fund Activity: Q2 2019 in Review

931 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2019, worth a combined $21.6B — down 7.7% from $23.4B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of KHC and 104 opened new positions — a net loss of 29 holders — while 356 trimmed existing stakes and 349 added.

The largest buyer was Franklin Resources, adding an estimated $397M. The largest seller was Magellan Asset Management, cutting an estimated $1.17B.

  • 931 institutional investors held Kraft Heinz (KHC) as of Q2 2019, down from 977 in Q1 2019.
  • Funds reported $21.6B of Kraft Heinz stock for Q2 2019, down 7.7% quarter-over-quarter.
  • 104 funds opened new Kraft Heinz positions in Q2 2019 and 133 closed out, a net change of -29 holders.
  • The largest Kraft Heinz buyer in Q2 2019 was Franklin Resources, an estimated $397M added.
  • The largest Kraft Heinz seller in Q2 2019 was Magellan Asset Management, an estimated $1.17B sold.

Based on aggregated 13F filings for Q2 2019.