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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
MSAM
776
Moloney Securities Asset Management
Missouri
$538K +$136K +1,506 +34%
KIC
777
Keating Investment Counselors
Florida
$537K +$3.25K +36 +0.6%
CCT
778
Chemung Canal Trust
New York
$535K -$95.5K -1,060 -15%
BTNA
779
Bremer Trust National Association
Minnesota
$535K -$59.2K -657 -10%
KCM
780
Kanawha Capital Management
Virginia
$535K +$4.51K +50 +0.9%
HCA
781
Harbour Capital Advisors
Virginia
$534K
SCP
782
Sandhill Capital Partners
New York
$530K +$32.3K +358 +7%
ASN
783
Advisory Services Network
Georgia
$528K +$524K +5,818 New
SFG
784
SevenBridge Financial Group
Pennsylvania
$527K -$22.8K -253 -4%
MWAC
785
Mariner Wealth Advisors (Cincinnati)
Ohio
$527K +$8.56K +95 +2%
CAM
786
Carret Asset Management
New York
$526K
BFA
787
Bragg Financial Advisors
North Carolina
$521K
MBTD
788
Mechanics Bank - Trust Department
California
$520K -$8.47K -94 -2%
CWM
789
Concert Wealth Management
California
$520K +$535K +5,937 New
RMDI
790
R.M. Davis Inc
Maine
$516K +$73.9K +820 +17%
PFS
791
Prospera Financial Services
Texas
$514K -$6.22K -69 -1%
NFG
792
Nations Financial Group
Iowa
$508K -$1.35K -15 -0.3%
SRSA
793
S.R. Schill & Associates
Washington
$502K
FWM
794
Frontier Wealth Management
Missouri
$500K
TBA
795
Train Babcock Advisors
New York
$498K -$13.2K -146 -3%
WG
796
Winton Group
United Kingdom
$498K +$494K +5,486 New
RCAMU
797
Rothschild & Co Asset Management US
Connecticut
$495K -$109K -1,209 -18%
DAM
798
Delta Asset Management
Tennessee
$495K +$3.69K +41 +0.8%
VFA
799
Voya Financial Advisors
Connecticut
$494K -$78K -865 -14%
MIC
800
Meridian Investment Counsel
California
$491K -$24K -266 -5%

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.