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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
CIA
501
Covington Investment Advisors
Pennsylvania
$2.05M
CSIC
502
Clifford Swan Investment Counsel
California
$2.04M +$7.57K +84 +0.4%
BHC
503
Bowen Hanes & Co
Florida
$2.03M +$16K +177 +0.8%
FFWA
504
FRG Family Wealth Advisors
Washington
$2.02M -$21.3K -236 -1%
GRQ
505
Gardner Russo & Quinn
Pennsylvania
$2.02M +$36.1K +400 +2%
SCA
506
Snowden Capital Advisors
New York
$2.01M +$608K +6,751 +44%
FMTCOCP
507
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2M -$41.6K -461 -2%
NLI
508
Nippon Life Insurance
Japan
$1.99M -$206K -2,281 -9%
Thrivent Financial for Lutherans
509
Thrivent Financial for Lutherans
Minnesota
$1.99M +$92.8K +1,030 +5%
FIM
510
Foresters Investment Management
New York
$1.97M
SA
511
Strategic Advisors
New York
$1.94M -$52.1K -578 -3%
AMM
512
American Money Management
California
$1.92M -$85.1K -944 -4%
NA
513
Navellier & Associates
Nevada
$1.92M +$184K +2,038 +11%
LIA
514
LS Investment Advisors
Michigan
$1.92M +$169K +1,870 +10%
OMCS
515
Old Mutual Customised Solutions
South Africa
$1.91M +$316K +3,508 +20%
BPC
516
Banque Pictet & Cie
Switzerland
$1.89M +$36.1K +400 +2%
FNT
517
First National Trust
Pennsylvania
$1.89M +$731K +8,106 +64%
DAM
518
Doheny Asset Management
California
$1.88M -$22.5K -250 -1%
DIA
519
Dana Investment Advisors
Wisconsin
$1.88M +$1.32M +14,671 +244%
TFA
520
Toth Financial Advisory
Virginia
$1.87M +$99.1K +1,099 +6%
CI
521
Conning Inc
Connecticut
$1.87M -$1.59M -17,674 -46%
FFSOTS
522
Fiduciary Financial Services of The Southwest
Texas
$1.85M -$66.6K -739 -3%
CTI
523
Community Trust & Investment
Kentucky
$1.85M +$32.7K +363 +2%
AIP
524
ARS Investment Partners
New York
$1.84M -$41.6K -462 -2%
CFSG
525
Community Financial Services Group
Vermont
$1.83M +$29K +322 +2%

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.