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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
WCM
701
Windward Capital Management
California
$742K +$138K +1,527 +23%
AC
702
Abbrea Capital
California
$739K +$72.7K +807 +11%
NRS
703
Neville Rodie & Shaw
New York
$736K +$3.97K +44 +0.5%
KOCAA
704
Knights of Columbus Asset Advisors
Connecticut
$736K +$730K +8,100 New
FCBT
705
First Citizens Bank & Trust
North Carolina
$727K -$226K -2,506 -24%
ED
706
Exane Derivatives
France
$725K +$23.7K +263 +3%
RW
707
Rand Wealth
Maryland
$721K -$150K -1,666 -17%
CPA
708
Clear Perspective Advisors
Illinois
$721K
PNC
709
Park National Corp
Ohio
$717K +$87.8K +974 +14%
CIC
710
Carnegie Investment Counsel
Ohio
$704K -$901 -10 -0.1%
CA
711
Cullinan Associates
Kentucky
$702K
PTC
712
Private Trust Company
Ohio
$695K -$16.8K -186 -2%
CONA
713
Capital One National Association
New York
$695K +$96.9K +1,075 +16%
CS
714
Comerica Securities
Michigan
$694K -$105K -1,163 -13%
BWM
715
Biltmore Wealth Management
Arizona
$689K -$9.73K -108 -1%
FCAG
716
First Capital Advisors Group
New Jersey
$689K +$63.9K +709 +10%
MAM
717
Mastrapasqua Asset Management
Tennessee
$689K +$100K +1,115 +17%
WG
718
Welch Group
Alabama
$688K
HCMT
719
Highland Capital Management (Tennessee)
Tennessee
$687K -$165K -1,831 -19%
LW
720
Linscomb Wealth
Texas
$685K +$10.3K +114 +2%
WSTAM
721
Wilbanks Smith & Thomas Asset Management
Virginia
$680K -$18.6K -206 -3%
WPC
722
Waters Parkerson & Co
Louisiana
$679K
HIC
723
Holderness Investments Company
North Carolina
$678K +$115K +1,281 +21%
Twin Tree Management
724
Twin Tree Management
Texas
$678K +$132K +1,463 +24%
SPC
725
Sigma Planning Corp
Michigan
$674K -$21.1K -234 -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.