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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
FNBTCON
851
First National Bank & Trust Co of Newtown
Pennsylvania
$404K -$3.42K -38 -0.8%
ACP
852
Aviance Capital Partners
Florida
$404K -$2.43K -27 -0.6%
PCM
853
Penserra Capital Management
California
$403K +$243K +2,701 +155%
AOWM
854
Alpha Omega Wealth Management
Virginia
$401K
KA
855
Kovack Advisors
Florida
$399K +$60.9K +676 +18%
AT
856
Argent Trust
Texas
$395K -$219K -2,430 -36%
SKK
857
Shepherd Kaplan Krochuk
Massachusetts
$394K
AGM
858
Alpine Global Management
New York
$393K +$390K +4,327 New
EDRH
859
Edmond de Rothschild Holding
Switzerland
$391K +$255K +2,834 +193%
BFC
860
Blue Fin Capital
Rhode Island
$388K
MWM
861
Modera Wealth Management
New Jersey
$387K -$3.33K -37 -0.9%
BIC
862
Bridges Investment Counsel
Nebraska
$386K -$554K -6,152 -59%
HFS
863
Haverford Financial Services
Pennsylvania
$385K -$1.26K -14 -0.3%
RWA
864
River Wealth Advisors
Pennsylvania
$385K +$106K +1,175 +38%
WEC
865
Winslow Evans & Crocker
Massachusetts
$379K -$11.4K -126 -3%
DI
866
Diligent Investors
California
$376K -$5.95K -66 -2%
MAM
867
Meeder Asset Management
Ohio
$374K -$7.66K -85 -2%
TG
868
TLP Group
Illinois
$372K +$370K +4,100 New
IWM
869
IHT Wealth Management
Illinois
$369K +$6.76K +75 +2%
SS
870
Sunbelt Securities
Texas
$368K +$9.91K +110 +3%
CAMG
871
CWA Asset Management Group
Florida
$367K +$33.1K +367 +10%
PWW
872
Pettyjohn Wood & White
Virginia
$364K
BPCA
873
Bank Pictet & Cie (Asia)
Singapore
$363K
DAS
874
Dynamic Advisor Solutions
Arizona
$362K -$7.12K -79 -2%
FMWA
875
Forvis Mazars Wealth Advisors
Missouri
$362K +$52.8K +586 +17%

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.