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Kraft Heinz

1,156 hedge funds and large institutions have $42.6B invested in Kraft Heinz in 2018 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 432 increasing their positions, 465 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% less ownership

Funds ownership: 63.64%63.36% (-0.28%)

7% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 465

2% less funds holding

Funds holding: 1,1771,156 (-21)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

13% less capital invested

Capital invested by funds: $48.7B → $42.6B (-$6.12B)

13% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 100

15% less call options, than puts

Call options by funds: $686M | Put options by funds: $808M

Holders
1,156
Holders Change
-21
Holders Change %
-1.78%
% of All Funds
26.43%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.27%
New
87
Increased
432
Reduced
465
Closed
100
Calls
$686M
Puts
$808M
Net Calls
-$122M
Net Calls Change
-$349M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
1126
NVWM LLC
Pennsylvania
$4K
BCA
1127
Bray Capital Advisors
Florida
$3K
CI
1128
CX Institutional
Indiana
$3K
DPA
1129
Delphi Private Advisors
California
$3K
FFW
1130
Fusion Family Wealth
New York
$3K
IBOK
1131
Independence Bank of Kentucky
Kentucky
$3K
NCM
1132
New Capital Management
Texas
$3K
CAG
1133
Csenge Advisory Group
Florida
$3K +$4.24K +71 New
1832 Asset Management
1134
1832 Asset Management
Ontario, Canada
$2K
BWA
1135
Burt Wealth Advisors
Maryland
$2K
CWM
1136
Catamount Wealth Management
Connecticut
$2K
FPS
1137
Fieldpoint Private Securities
Connecticut
$2K
MIM
1138
Macroview Investment Management
Maryland
$2K
WKWM
1139
Walter & Keenan Wealth Management
Indiana
$1.05K -$15K -251 -1%
OWA
1140
One Wealth Advisors
California
$1K -$138K -2,302 -100%
SMFS
1141
Squar Milner Financial Services
California
$1K -$6.21K -104 -85%
AIS
1142
Accurate Investment Solutions
Pennsylvania
$1K -$239 -4 -15%
CFN
1143
Cordasco Financial Network
Florida
$1K
CWM
1144
Cranbrook Wealth Management
Michigan
$1K
ML
1145
McAdam LLC
Pennsylvania
$1K
MWM
1146
MinichMacGregor Wealth Management
New York
$1K
MFT
1147
Moisand Fitzgerald Tamayo
Florida
$1K
TCM
1148
TD Capital Management
Tennessee
$1K
CIR
1149
Clear Investment Research
Georgia
$1K +$837 +14 New
OBWP
1150
O'Brien Wealth Partners
Massachusetts
$1K +$1.2K +20 New

KHC Hedge Fund Activity: Q3 2018 in Review

1,156 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2018, worth a combined $42.6B — down 13% from $48.7B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of KHC and 87 opened new positions — a net loss of 13 holders — while 465 trimmed existing stakes and 432 added.

The largest buyer was Citadel Advisors, adding an estimated $195M. The largest seller was Capital World Investors, cutting an estimated $1.68B.

  • 1,156 institutional investors held Kraft Heinz (KHC) as of Q3 2018, down from 1,177 in Q2 2018.
  • Funds reported $42.6B of Kraft Heinz stock for Q3 2018, down 13% quarter-over-quarter.
  • 87 funds opened new Kraft Heinz positions in Q3 2018 and 100 closed out, a net change of -13 holders.
  • The largest Kraft Heinz buyer in Q3 2018 was Citadel Advisors, an estimated $195M added.
  • The largest Kraft Heinz seller in Q3 2018 was Capital World Investors, an estimated $1.68B sold.

Based on aggregated 13F filings for Q3 2018.