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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
BTIS
826
BB&T Investment Services
North Carolina
$448K -$126K -1,395 -22%
DA
827
Dillon & Associates
Michigan
$445K +$123K +1,362 +39%
SBSB
828
Sullivan, Bruyette, Speros & Blaney
Virginia
$436K -$20.6K -229 -5%
BC
829
Bartlett & Co
Ohio
$436K
Verition Fund Management
830
Verition Fund Management
Connecticut
$434K +$431K +4,779 New
RCAG
831
Rehmann Capital Advisory Group
Michigan
$432K -$9.91K -110 -2%
Parallax Volatility Advisers
832
Parallax Volatility Advisers
California
$429K -$2.02M -22,441 -83%
WJA
833
Williams Jones & Associates
New York
$429K -$35.1K -389 -8%
PA
834
Parallel Advisors
California
$429K +$83.7K +929 +24%
PG
835
Patten Group
Tennessee
$427K -$1.89K -21 -0.4%
CCFCSB
836
Cape Cod Five Cents Savings Bank
Massachusetts
$427K +$36K +399 +9%
BOTW
837
Bank of the West
California
$427K +$144K +1,597 +51%
TBA
838
Tower Bridge Advisors
Pennsylvania
$427K -$4.51K -50 -1%
CFA
839
Carroll Financial Associates
North Carolina
$422K -$51.4K -570 -11%
HR
840
Howe & Rusling
New York
$417K -$39.4K -437 -9%
AWM
841
Altavista Wealth Management
North Carolina
$417K -$21.4K -237 -5%
ZF
842
Zhang Financial
Michigan
$416K -$14.5K -161 -3%
NWP
843
Northstar Wealth Partners
Connecticut
$415K +$409K +4,536 New
WPW
844
Waldron Private Wealth
Pennsylvania
$410K +$22.3K +247 +6%
PWSG
845
Pacific Wealth Strategies Group
California
$410K +$407K +4,515 New
SGCA
846
Steel Grove Capital Advisors
Tennessee
$409K -$52.7K -585 -11%
BRWA
847
B. Riley Wealth Advisors
Florida
$408K +$1.89K +21 +0.5%
ZCA
848
Zeke Capital Advisors
Pennsylvania
$406K -$15.6K -173 -4%
MCWS
849
McKinley Carter Wealth Services
West Virginia
$406K
SFG
850
Sather Financial Group
Texas
$404K -$117K -1,298 -23%

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.