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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
AWM
1126
AllSquare Wealth Management
New York
$10K +$8.07K +136 +591%
CT
1127
Clearstead Trust
Maine
$10K +$9.44K +159 New
HWM
1128
Holloway Wealth Management
Florida
$9K
JFA
1129
JNBA Financial Advisors
Minnesota
$9K
LFG
1130
LifePlan Financial Group
Ohio
$9K +$3.09K +52 +57%
AWM
1131
Avior Wealth Management
Nebraska
$8K -$77.1K -1,300 -91%
AWMS
1132
Advocacy Wealth Management Services
Georgia
$8K
PGA
1133
Premia Global Advisors
Florida
$8K
ST
1134
Somerset Trust
Pennsylvania
$8K
SMG
1135
Spectrum Management Group
Indiana
$8K
JWM
1136
Janiczek Wealth Management
Colorado
$8K +$7.18K +121 New
SMFS
1137
Squar Milner Financial Services
California
$8K +$7.3K +123 New
LYV
1138
Live Your Vision
Pennsylvania
$8K +$7.89K +133 New
PFGIA
1139
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$6.29K -106 -48%
IF
1140
Ironwood Financial
Arizona
$7K -$3.38K -57 -33%
IP
1141
Isthmus Partners
Wisconsin
$7K
JFGIW
1142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K
MCM
1143
Monument Capital Management
Virginia
$7K
OFS
1144
Orrstown Financial Services
Pennsylvania
$7K
PCIA
1145
Prime Capital Investment Advisors
Kansas
$7K +$2.31K +39 +59%
PWAG
1146
Polaris Wealth Advisory Group
California
$6K -$5.28K -89 -49%
PS
1147
Portfolio Strategies
New York
$6K +$59 +1 +1%
FGAM
1148
Financial Gravity Asset Management
Texas
$5K -$133K -2,241 -97%
NCM
1149
Nelson Capital Management
California
$5K +$297 +5 +6%
CFC
1150
Coyle Financial Counsel
Illinois
$5K +$4.93K +83 New

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.