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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
SFSG
751
Stearns Financial Services Group
North Carolina
$598K -$3.42K -38 -0.6%
Fiera Capital (Canada)
752
Fiera Capital (Canada)
Quebec, Canada
$597K -$411K -4,557 -41%
BO
753
Bank OZK
Arkansas
$594K +$72.1K +800 +14%
HCM
754
Hall Capital Management
Rhode Island
$592K -$5.86K -65 -1%
NG
755
Northstar Group
New York
$591K
ANI
756
American National Insurance
Texas
$588K
WF
757
Welch & Forbes
Massachusetts
$584K -$259K -2,875 -31%
CA
758
Cortland Associates
Missouri
$584K
NAP
759
New Amsterdam Partners
New York
$583K -$107K -1,182 -16%
PWAP
760
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$570K +$68K +754 +14%
SIC
761
Salem Investment Counselors
North Carolina
$569K -$60.6K -672 -10%
ACS
762
Archford Capital Strategies
Illinois
$568K +$26.1K +290 +5%
CIM
763
CIM Investment Management
Pennsylvania
$564K -$52.5K -582 -9%
IH
764
IFC Holdings
Florida
$563K -$13.2K -147 -2%
CPIM
765
Columbia Partners Investment Management
Virginia
$561K -$617K -6,845 -53%
WKWM
766
Walter & Keenan Wealth Management
Indiana
$560K -$93K -1,032 -14%
SPIA
767
Steward Partners Investment Advisory
New York
$556K +$56.3K +625 +11%
VWM
768
Valley Wealth Managers
New Jersey
$554K -$2.97K -33 -0.5%
III
769
Independent Investors Inc
New York
$553K
ANRIA
770
American National Registered Investment Advisor
Texas
$548K
PCMM
771
Private Capital Management (Minnesota)
Minnesota
$545K -$85.6K -950 -14%
HCMNY
772
Howard Capital Management (New York)
New York
$542K
UBWV
773
United Bank (West Virginia)
West Virginia
$541K -$9.01K -100 -2%
AT
774
Arden Trust
Delaware
$540K -$58.3K -647 -10%
NGA
775
Naples Global Advisors
Florida
$538K +$32.3K +358 +6%

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.