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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
PL
801
Perpetual Ltd
Australia
$491K +$487K +5,400 New
TTWM
802
TCV Trust & Wealth Management
Virginia
$486K +$41.5K +460 +9%
FA
803
FDx Advisors
Illinois
$485K -$1.05M -11,625 -69%
DP
804
Dearborn Partners
Illinois
$484K
WIP
805
Wellesley Investment Partners
Massachusetts
$484K
GC
806
Gratus Capital
Georgia
$470K +$5.32K +59 +1%
STMM
807
South Texas Money Management
Texas
$469K +$11.2K +124 +2%
LCOV
808
London Company of Virginia
Virginia
$465K
FFA
809
First Foundation Advisors
California
$465K +$2.07K +23 +0.5%
PFS
810
Physicians Financial Services
North Carolina
$464K -$30.6K -339 -6%
WDA
811
Wendell David Associates
New Hampshire
$464K +$27K +300 +6%
GA
812
GFS Advisors
Texas
$464K +$460K +5,108 New
BAC
813
Boys Arnold & Co
North Carolina
$462K -$356K -3,955 -44%
BHBT
814
Burke & Herbert Bank & Trust
Virginia
$460K
AW
815
ACG Wealth
Georgia
$459K +$2.16K +24 +0.5%
PC
816
Pecaut & Co
Iowa
$458K -$490K -5,438 -52%
FLI
817
Family Legacy Inc
South Carolina
$458K +$455K +5,048 New
CIC
818
Canal Insurance Company
South Carolina
$454K
HL
819
HeadInvest LLC
Maine
$453K +$7.66K +85 +2%
DWA
820
Douglass Winthrop Advisors
New York
$452K +$30K +333 +7%
CHC
821
City Holding Co
West Virginia
$452K +$49.6K +550 +12%
PP
822
PagnatoKarp Partners
Virginia
$451K +$11.6K +129 +3%
PFSC
823
Peoples Financial Services Corp
Pennsylvania
$449K -$19.9K -221 -4%
GIP
824
Greatmark Investment Partners
Georgia
$449K
Los Angeles Capital Management
825
Los Angeles Capital Management
California
$449K +$9.91K +110 +2%

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.