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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
WB
376
Webster Bank
Connecticut
$4.37M +$179K +1,981 +4%
DILIC
377
Dai-ichi Life Insurance Company
Japan
$4.37M +$1.1M +12,214 +34%
AP
378
Appleton Partners
Massachusetts
$4.36M -$908K -10,077 -17%
MERSOM
379
Municipal Employees' Retirement System of Michigan
Michigan
$4.33M
PTC
380
Philadelphia Trust Company
Pennsylvania
$4.33M -$3.17M -35,122 -42%
TA
381
Tiedemann Advisors
New York
$4.29M +$258K +2,861 +6%
SCM
382
Southport Capital Management
Tennessee
$4.27M +$1.66M +18,470 +65%
BCM
383
Brookmont Capital Management
Texas
$4.21M -$53K -588 -1%
AFG
384
Albion Financial Group
Utah
$4.19M -$187K -2,076 -4%
HCM
385
Hutner Capital Management
Vermont
$4.13M +$39.7K +441 +1%
CIP
386
Chartwell Investment Partners
Pennsylvania
$4.09M
AMI
387
Amica Mutual Insurance
Rhode Island
$4.04M
COPPSERS
388
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.02M +$906K +10,048 +29%
CS
389
Candriam SCA
Luxembourg
$4.02M +$509K +5,645 +15%
PGC
390
Pacific Grove Capital
California
$4M +$3.97M +44,000 New
AMCA
391
Arthur M. Cohen & Associates
Illinois
$3.99M -$84.7K -940 -2%
SIM
392
Sentry Investment Management
Wisconsin
$3.93M -$172K -1,913 -4%
CIM
393
Corda Investment Management
Texas
$3.92M +$31.9K +354 +0.8%
DY
394
Dowling & Yahnke
California
$3.88M +$90.6K +1,005 +2%
BF
395
BOK Financial
Oklahoma
$3.86M -$301K -3,337 -7%
AG
396
Advisor Group
Arizona
$3.86M -$712K -7,895 -16%
TSW
397
Thompson Siegel & Walmsley
Virginia
$3.85M -$54.4K -604 -1%
SCA
398
Stonebridge Capital Advisors
Minnesota
$3.85M +$209K +2,324 +6%
AB
399
Amalgamated Bank
New York
$3.85M -$34.6K -384 -0.9%
FAT
400
First American Trust
California
$3.83M -$112K -1,239 -3%

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.