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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$17.9B
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.56B +$67.1M +1,123,288 +2%
BlackRock
3
BlackRock
New York
$1.99B +$59.6M +997,088 +3%
MAM
4
Magellan Asset Management
Australia
$1.84B -$12.9M -215,932 -0.6%
State Street
5
State Street
Massachusetts
$1.42B +$91.8M +1,536,619 +6%
Invesco
6
Invesco
Georgia
$1.04B +$31.5M +527,190 +3%
Morgan Stanley
7
Morgan Stanley
New York
$668M +$27M +451,572 +4%
Bank of America
8
Bank of America
North Carolina
$619M -$39.6M -662,211 -6%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$540M +$147M +2,456,646 +33%
Capital Research Global Investors
10
Capital Research Global Investors
California
$511M +$3.41K +57 +0%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$479M +$26.2M +438,842 +5%
Goldman Sachs
12
Goldman Sachs
New York
$434M -$35.1M -587,083 -7%
Norges Bank
13
Norges Bank
Norway
$433M +$3.9M +65,220 +0.8%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$416M +$17.7M +296,375 +4%
Northern Trust
15
Northern Trust
Illinois
$399M +$2.28M +38,180 +0.5%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$371M +$171M +2,854,198 +74%
Citadel Advisors
17
Citadel Advisors
Florida
$364M +$195M +3,269,603 +98%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$356M -$30.4M -509,211 -7%
AIG
19
American International Group
New York
$324M +$303K +5,072 +0.1%
JP Morgan Chase
20
JP Morgan Chase
New York
$321M +$146M +2,435,324 +72%
TCIM
21
TIAA CREF Investment Management
New York
$319M -$40.5M -678,188 -10%
O
22
OppenheimerFunds
New York
$253M +$39.7M +665,051 +17%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$231M -$15.4M -257,418 -6%
Aberdeen Group
24
Aberdeen Group
United Kingdom
$228M -$5.36M -89,657 -2%
Mackenzie Financial
25
Mackenzie Financial
Ontario, Canada
$214M +$60.7M +1,016,147 +36%

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.