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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
FHA
626
First Horizon Advisors
Tennessee
$1.03M +$8.11K +90 +0.8%
BHWM
627
Bar Harbor Wealth Management
New Hampshire
$1.03M +$530K +5,879 +107%
AI
628
Atria Investments
North Carolina
$1.03M +$345K +3,831 +51%
SC
629
Schulhoff & Co
Ohio
$1M -$23.9K -265 -2%
LFAS
630
Level Four Advisory Services
Texas
$1M +$223K +2,470 +29%
PA
631
Perennial Advisors
New York
$1M -$39.6K -439 -4%
CNBT
632
Canandaigua National Bank & Trust
New York
$1M +$60.8K +675 +7%
IHL
633
Investment House LLC
California
$1M -$19.5K -216 -2%
GKIM
634
GW&K Investment Management
Massachusetts
$993K +$14.2K +157 +1%
FPF
635
FNY Partners Fund
New York
$993K +$535K +5,935 +119%
GWM
636
Geneos Wealth Management
Colorado
$989K +$19.6K +218 +2%
ICM
637
IMS Capital Management
Oregon
$989K +$460K +5,103 +88%
MWNA
638
Marshall Wace North America
New York
$987K +$977K +10,842 New
TNB
639
Thomasville National Bank
Georgia
$986K +$979K +10,862 New
HWA
640
Heritage Wealth Advisors
Virginia
$978K +$90 +1 +0%
NB
641
NBT Bank
New York
$977K +$2.52K +28 +0.3%
CWM
642
Cedar Wealth Management
California
$971K
LAM
643
Lebenthal Asset Management
New York
$969K
HCM
644
HM Capital Management
Missouri
$968K -$5.41K -60 -0.6%
WF
645
WealthTrust Fairport
Ohio
$967K
IR
646
IAT Reinsurance
New York
$963K -$1.24M -13,712 -56%
DG
647
Davidson & Garrard
Virginia
$961K -$157K -1,745 -14%
NAM
648
Needelman Asset Management
California
$957K -$2.97K -33 -0.3%
MJRIC
649
Mogy Joel R Investment Counsel
California
$953K
Jane Street
650
Jane Street
New York
$950K -$464K -5,150 -33%

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.