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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
1WA
1176
180 Wealth Advisors
Washington
-$627K -9,985 Closed
AHC
1177
Adell Harriman & Carpenter
Texas
-$610K -9,710 Closed
CAS
1178
Cue Advisory Services
Arizona
-$551K -8,777 Closed
BWM
1179
Biltmore Wealth Management
Arizona
-$474K -7,540 Closed
BRWA
1180
B. Riley Wealth Advisors
Florida
-$453K -7,198 Closed
BBP
1181
Banco BTG Pactual
Brazil
-$442K -7,040 Closed
PAM
1182
PVG Asset Management
Colorado
-$433K -6,900 Closed
CS
1183
Comerica Securities
Michigan
-$421K -6,698 Closed
BCM
1184
BlueCrest Capital Management
Jersey
-$413K -6,567 Closed
W
1185
Wealthfront
California
-$405K -6,449 Closed
CA
1186
Cortland Associates
Missouri
-$404K -6,435 Closed
TC
1187
Toews Corporation
New Jersey
-$389K -6,200 Closed
MC
1188
Montag & Caldwell
Georgia
-$377K -6,000 Closed
ICM
1189
Ionic Capital Management
New York
-$346K -5,500 Closed
PAG
1190
Pinnacle Advisory Group
Maryland
-$345K -5,492 Closed
BC
1191
Burleson & Co
California
-$339K -5,396 Closed
MCM
1192
MAI Capital Management
Ohio
-$325K -5,172 Closed
AQR Capital Management
1193
AQR Capital Management
Connecticut
-$318K -5,070 Closed
ANRIA
1194
American National Registered Investment Advisor
Texas
-$286K -4,558 Closed
SFG
1195
Sather Financial Group
Texas
-$283K -4,507 Closed
KC
1196
Kingfisher Capital
North Carolina
-$276K -4,396 Closed
PP
1197
PagnatoKarp Partners
Virginia
-$267K -4,252 Closed
DA
1198
Doliver Advisors
Texas
-$260K -4,134 Closed
FI
1199
FormulaFolio Investments
Michigan
-$257K -4,085 Closed
P
1200
Pitcairn
Pennsylvania
-$255K -4,066 Closed

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.