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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
PWSG
1226
Pacific Wealth Strategies Group
California
-$397K -6,374 Closed
QSS
1227
Quantitative Systematic Strategies
Florida
-$396K -6,357 Closed
CL
1228
CPWM LLC
Washington
-$369K -5,922 Closed
ACI
1229
Alpha Cubed Investments
California
-$354K -5,685 Closed
STA
1230
Summit Trail Advisors
New York
-$317K -5,571 Closed
CIM
1231
CIM Investment Management
Pennsylvania
-$346K -5,557 Closed
BUB
1232
BBVA USA Bancshares
Texas
-$341K -5,477 Closed
ACM
1233
AlphaStar Capital Management
North Carolina
-$274K -4,395 Closed
RMDI
1234
R.M. Davis Inc
Maine
-$268K -4,308 Closed
NJBEST
1235
New Jersey Better Educational Savings Trust
New Jersey
-$249K -4,000 Closed
FAT
1236
First American Trust
California
-$248K -3,976 Closed
CCG
1237
Cypress Capital Group
Florida
-$245K -3,939 Closed
BAM
1238
Belpointe Asset Management
Nevada
-$241K -3,863 Closed
QC
1239
QCM Cayman
Texas
-$241K -3,862 Closed
WA
1240
WBH Advisory
Maryland
-$223K -3,582 Closed
HCM
1241
Hall Capital Management
Rhode Island
-$222K -3,559 Closed
CA
1242
Cynosure Advisors
Utah
-$221K -3,554 Closed
DP
1243
Dearborn Partners
Illinois
-$213K -3,419 Closed
HFS
1244
Haverford Financial Services
Pennsylvania
-$213K -3,413 Closed
DA
1245
Dillon & Associates
Michigan
-$210K -3,387 Closed
BFPW
1246
BOK Financial Private Wealth
Colorado
-$209K -3,361 Closed
HA
1247
Halsey Associates
Connecticut
-$208K -3,335 Closed
ST
1248
Sentinel Trust
Texas
-$208K -3,332 Closed
FCFC
1249
First Commonwealth Financial Corp
Pennsylvania
-$206K -3,312 Closed
LPIC
1250
LeJeune Puetz Investment Counsel
Michigan
-$192K -3,076 Closed

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.