We are live on ! Find out more
KHC icon

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
RC
526
RBF Capital
California
$1.82M
MCM
527
Murphy Capital Management
New Jersey
$1.77M +$128K +1,424 +8%
RC
528
RegentAtlantic Capital
New Jersey
$1.77M +$9.82K +109 +0.6%
HP
529
Hikari Power
Japan
$1.75M
BWM
530
BerganKDV Wealth Management
Minnesota
$1.75M +$132K +1,466 +8%
RIM
531
Regent Investment Management
Kentucky
$1.73M -$151K -1,675 -8%
NFA
532
Nuveen Fund Advisors
Illinois
$1.73M +$21.5K +239 +1%
GD
533
Grandfield & Dodd
New York
$1.72M -$13.5K -150 -0.8%
TYCC
534
Texas Yale Capital Corp
Florida
$1.69M
FGP
535
Foyston, Gordon, & Payne
Ontario, Canada
$1.67M
FLPIM
536
F.L. Putnam Investment Management
Massachusetts
$1.66M +$1.26M +14,000 +330%
CWM
537
CMH Wealth Management
New Hampshire
$1.65M -$4.96K -55 -0.3%
FG
538
Fiduciary Group
Georgia
$1.64M +$594K +6,594 +57%
IWA
539
IBEX Wealth Advisors
New Jersey
$1.64M +$90.4K +1,003 +6%
PIA
540
Peachtree Investment Advisors
Georgia
$1.64M +$30.1K +334 +2%
SYBT
541
Stock Yards Bank & Trust
Kentucky
$1.63M +$146K +1,615 +10%
FT
542
Fiduciary Trust
Massachusetts
$1.62M +$437K +4,850 +37%
KFC
543
Klingenstein Fields & Co
New York
$1.56M +$174K +1,925 +13%
I
544
IberiaBank
Louisiana
$1.56M -$499K -5,531 -24%
PMG
545
ProVise Management Group
Florida
$1.56M -$24.5K -272 -2%
IAA
546
Independent Advisor Alliance
North Carolina
$1.56M -$3.79K -42 -0.2%
CIC
547
Chilton Investment Company
Connecticut
$1.51M -$62.8K -697 -4%
BUB
548
BBVA USA Bancshares
Texas
$1.51M +$40.7K +452 +3%
AIS
549
American Investment Services
Massachusetts
$1.49M +$18.5K +205 +1%
EOJOAM
550
E. Ohman J:or Asset Management
Sweden
$1.48M +$162K +1,800 +12%

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.