We are live on ! Find out more
KHC icon

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
MSE
1051
MUFG Securities EMEA
United Kingdom
$42K +$39.7K +669 New
BWM
1052
BerganKDV Wealth Management
Minnesota
$41K -$1.28M -21,517 -97%
CCM
1053
Cribstone Capital Management
Maine
$39K -$1.07K -18 -3%
AP
1054
Advisors Preferred
Maryland
$39K +$36.6K +617 New
ACM
1055
AUA Capital Management
Pennsylvania
$38K
TG
1056
TLP Group
Illinois
$37K -$226K -3,808 -86%
TCCM
1057
Timber Creek Capital Management
Massachusetts
$37K
AssetMark Inc
1058
AssetMark Inc
California
$37K +$59 +1 +0.2%
IFAM
1059
Institutional & Family Asset Management
Colorado
$37K +$59 +1 +0.2%
DWM
1060
Destination Wealth Management
California
$37K +$10.1K +171 +40%
TAM
1061
Troy Asset Management
United Kingdom
$36K
GFP
1062
Gryphon Financial Partners
Ohio
$35K +$8.13K +137 +33%
SIAP
1063
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K
CAGAS
1064
Capital Advisory Group Advisory Services
Minnesota
$32K
PSC
1065
Prentiss Smith & Co
Vermont
$32K
AF
1066
Allworth Financial
California
$32K +$3.5K +59 +13%
WA
1067
WP Advisors
California
$32K +$30K +505 New
WCAMG
1068
Woodard & Company Asset Management Group
North Carolina
$31.5K -$9.91K -167 -25%
GSC
1069
G&S Capital
Colorado
$31K +$29.7K +500 New
SQA
1070
Simon Quick Advisors
New Jersey
$31K +$29.7K +500 New
GWS
1071
Glassman Wealth Services
Virginia
$30K -$8.25K -139 -23%
RWG
1072
Regal Wealth Group
California
$29K
AC
1073
Avestar Capital
New York
$29K +$1.9K +32 +7%
PCA
1074
Peddock Capital Advisors
Massachusetts
$28K
MCM
1075
MV Capital Management
Maryland
$27K

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.