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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
SCM
1076
Silvant Capital Management
Georgia
$27K +$25.9K +436 New
EIP
1077
Epoch Investment Partners
New York
$26.1K -$1.97M -33,204 -7%
CCMW
1078
Cypress Capital Management (Wyoming)
Wyoming
$26K
PCFFS
1079
Pacific Center for Financial Services
California
$26K
TIM
1080
Tortoise Investment Management
New York
$26K
IAS
1081
IMA Advisory Services
Colorado
$26K +$24.6K +415 New
GI
1082
Gradient Investments
Minnesota
$25K +$5.52K +93 +31%
POIA
1083
Pin Oak Investment Advisors
Texas
$25K +$7.54K +127 +48%
RIA
1084
RPG Investment Advisory
California
$25K +$11.9K +200 +100%
LC
1085
Landaas & Company
Wisconsin
$25K +$23.5K +396 New
CWA
1086
Clarus Wealth Advisors
Arizona
$25K +$23.9K +403 New
SWMG
1087
Signature Wealth Management Group
Georgia
$24K +$59 +1 +0.3%
BWA
1088
BDO Wealth Advisors
Florida
$24K +$9.73K +164 +75%
MIFH
1089
Migdal Insurance & Financial Holdings
Israel
$23K -$1.42K -24 -6%
BCP
1090
Blackhawk Capital Partners
Wisconsin
$23K +$119 +2 +0.6%
ECM
1091
Estabrook Capital Management
New York
$22.9K -$32.6K -550 -60%
CA
1092
Centerpoint Advisors
Massachusetts
$22K -$11K -186 -35%
AA
1093
AlphaMark Advisors
Kentucky
$22K
ECM
1094
Exchange Capital Management
Michigan
$22K
QAM
1095
QCI Asset Management
New York
$22K
GWA
1096
Guidant Wealth Advisors
Illinois
$22K +$1.13K +19 +6%
JAM
1097
Jolley Asset Management
North Carolina
$22K +$3.26K +55 +19%
LFASL
1098
Lugano Financial Advisors SA (LFA)
Switzerland
$22K +$21.4K +360 New
MA
1099
MCF Advisors
Kentucky
$21K -$5.04K -85 -20%
IAS
1100
INR Advisory Services
Pennsylvania
$21K

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.