Kraft Heinz
KHC
1,150 hedge funds and large institutions have $47.9B invested in Kraft Heinz in 2018 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 405 increasing their positions, 494 reducing their positions, and 153 closing their positions.
30% more call options, than puts
Call options by funds: $854M | Put options by funds: $658M
0.18% less ownership
Funds ownership: 63.35% → 63.18% (-0.18%)
6% less funds holding
Funds holding: 1,226 → 1,150 (-76)
18% less repeat investments, than reductions
Existing positions increased: 405 | Existing positions reduced: 494
20% less capital invested
Capital invested by funds: $60B → $47.9B (-$12.1B)
42% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 153
44% less funds holding in top 10
Funds holding in top 10: 16 → 9 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$407M |
| 2 |
Morgan Stanley
New York
|
+$304M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$191M |
| 4 |
Goldman Sachs
New York
|
+$100M |
| 5 |
Barclays
London,
United Kingdom
|
+$83.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$502M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$139M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$113M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$110M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$77.1M |
KHC Hedge Fund Activity: Q1 2018 in Review
1,150 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2018, worth a combined $47.9B — down 20% from $60B a quarter earlier.
Sellers outnumbered buyers: 153 funds closed out of KHC and 89 opened new positions — a net loss of 64 holders — while 494 trimmed existing stakes and 405 added.
The largest buyer was Capital World Investors, adding an estimated $407M. The largest seller was T. Rowe Price Associates, cutting an estimated $502M.
- 1,150 institutional investors held Kraft Heinz (KHC) as of Q1 2018, down from 1,226 in Q4 2017.
- Funds reported $47.9B of Kraft Heinz stock for Q1 2018, down 20% quarter-over-quarter.
- 89 funds opened new Kraft Heinz positions in Q1 2018 and 153 closed out, a net change of -64 holders.
- The largest Kraft Heinz buyer in Q1 2018 was Capital World Investors, an estimated $407M added.
- The largest Kraft Heinz seller in Q1 2018 was T. Rowe Price Associates, an estimated $502M sold.
Based on aggregated 13F filings for Q1 2018.