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Kraft Heinz

1,206 hedge funds and large institutions have $69.4B invested in Kraft Heinz in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 432 increasing their positions, 478 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 66

2% more funds holding

Funds holding: 1,1811,206 (+25)

5% more capital invested

Capital invested by funds: $66.1B → $69.4B (+$3.3B)

0.59% more ownership

Funds ownership: 62.06%62.65% (+0.59%)

8% less call options, than puts

Call options by funds: $336M | Put options by funds: $364M

10% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 478

10% less funds holding in top 10

Funds holding in top 10: 3128 (-3)

Holders
1,206
Holders Change
+25
Holders Change %
+2.12%
% of All Funds
30.01%
Holding in Top 10
28
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.68%
% of All Funds
0.7%
New
102
Increased
432
Reduced
478
Closed
66
Calls
$336M
Puts
$364M
Net Calls
-$27.4M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
351
Willis Investment Counsel
Georgia
$5.34M +$27K +300 +0.5%
BAMF
352
BI Asset Management Fondsmaeglerselskab
Denmark
$5.31M +$5.27M +58,500 New
BG
353
Bahl & Gaynor
Ohio
$5.16M +$340K +3,777 +7%
AWCI
354
Alpine Woods Capital Investors
New York
$5.15M -$4.84M -53,700 -49%
CAN
355
Cetera Advisor Networks
California
$5.12M +$127K +1,405 +3%
Lazard Asset Management
356
Lazard Asset Management
New York
$5.06M +$886K +9,825 +21%
AA
357
Ancora Advisors
Ohio
$4.94M +$76.6K +850 +2%
TAM
358
Tealwood Asset Management
Minnesota
$4.93M +$21.2K +235 +0.4%
NPF
359
Norris Perne & French
Michigan
$4.92M +$1.78M +19,738 +57%
EP
360
Elkfork Partners
Oregon
$4.92M -$365K -4,048 -7%
SC
361
Saybrook Capital
North Carolina
$4.91M +$286K +3,169 +6%
CC
362
Cannell & Co
New York
$4.89M -$15.3K -170 -0.3%
MAMU
363
Marathon Asset Management (UK)
United Kingdom
$4.89M -$141K -1,569 -3%
MIAN
364
Mariner Independent Advisor Network
Kansas
$4.79M +$4.75M +52,708 New
HVIA
365
Hudson Valley Investment Advisors
New York
$4.76M +$69.3K +769 +1%
TAM
366
Tiverton Asset Management
Delaware
$4.75M -$3.39M -37,567 -42%
Fuller & Thaler Asset Management
367
Fuller & Thaler Asset Management
California
$4.72M +$577K +6,400 +14%
MIM
368
Midwest Investment Management
Ohio
$4.7M -$144K -1,600 -3%
MKC
369
M. Kraus & Co
Vermont
$4.67M -$121K -1,337 -3%
CAM
370
Capstone Asset Management
Texas
$4.59M -$49.7K -551 -1%
PGIM
371
Pacific Global Investment Management
California
$4.56M +$3.06K +34 +0.1%
CW
372
Cobiz Wealth
Colorado
$4.52M +$4.49M +49,810 New
HK
373
Horizon Kinetics
New York
$4.51M -$306K -3,392 -6%
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$4.5M -$973K -10,800 -18%
GIM
375
Grassi Investment Management
California
$4.42M

KHC Hedge Fund Activity: Q1 2017 in Review

1,206 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2017, worth a combined $69.4B — up 5% from $66.1B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new KHC positions and 66 closed out — a net gain of 36 holders — while 432 added to existing stakes and 478 trimmed.

The largest buyer was BlackRock, adding an estimated $2.81B. The largest seller was Federated Hermes, cutting an estimated $237M.

  • 1,206 institutional investors held Kraft Heinz (KHC) as of Q1 2017, up from 1,181 in Q4 2016.
  • Funds reported $69.4B of Kraft Heinz stock for Q1 2017, up 5% quarter-over-quarter.
  • 102 funds opened new Kraft Heinz positions in Q1 2017 and 66 closed out, a net change of +36 holders.
  • The largest Kraft Heinz buyer in Q1 2017 was BlackRock, an estimated $2.81B added.
  • The largest Kraft Heinz seller in Q1 2017 was Federated Hermes, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2017.