We are live on ! Find out more
KHC icon

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
CI Investments Inc
126
CI Investments Inc
Ontario, Canada
$20.5M -$9.49M -159,900 -33%
CIM
127
Chiron Investment Management
New York
$20.2M +$19.1M +322,159 New
LPL Financial
128
LPL Financial
California
$19.1M +$6.19M +104,380 +52%
Connor, Clark & Lunn Investment Management (CC&L)
129
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.7M +$7.37M +124,175 +71%
QI
130
QS Investors
New York
$18.4M +$14.2M +239,711 +456%
Retirement Systems of Alabama
131
Retirement Systems of Alabama
Alabama
$17.6M -$300K -5,053 -2%
FWIA
132
Fort Washington Investment Advisors
Ohio
$17.2M -$25.6K -432 -0.2%
GG
133
Gofen & Glossberg
Illinois
$17M -$839K -14,141 -5%
PCA
134
Personal Capital Advisors
California
$16.8M +$4.35M +73,374 +38%
PR
135
Payden & Rygel
California
$16.7M +$7.23M +121,800 +85%
BAM
136
Berkshire Asset Management
Pennsylvania
$16.6M +$641K +10,801 +4%
RIG
137
Roosevelt Investment Group
New York
$16.4M +$8.12M +136,802 +110%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$16.3M +$2.72M +45,840 +21%
State of New Jersey Common Pension Fund D
139
State of New Jersey Common Pension Fund D
New Jersey
$16.3M -$14.2M -240,000 -48%
BCIM
140
British Columbia Investment Management
British Columbia, Canada
$16.2M -$4.07M -68,524 -21%
RA
141
RiverPark Advisors
New York
$15.7M
HAM
142
Honeycomb Asset Management
New York
$15.7M +$14.8M +250,000 New
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$15.6M +$9.19M +154,942 +166%
Comerica Bank
144
Comerica Bank
Texas
$15.5M +$1.83M +30,782 +14%
Victory Capital Management
145
Victory Capital Management
Texas
$15.4M +$40.5K +682 +0.3%
ClearBridge Investments
146
ClearBridge Investments
New York
$15M -$5.55M -93,445 -28%
CIBC World Market
147
CIBC World Market
Ontario, Canada
$14.9M -$1.36M -22,965 -9%
KeyBank National Association
148
KeyBank National Association
Ohio
$14.9M -$1.57M -26,427 -10%
M&T Bank
149
M&T Bank
New York
$14.8M +$42.5K +716 +0.3%
FMI
150
Factory Mutual Insurance
Massachusetts
$14.6M

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.