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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
ARMT
876
Amica Retiree Medical Trust
Rhode Island
$358K
Dodge & Cox
877
Dodge & Cox
California
$358K
BFPW
878
BOK Financial Private Wealth
Colorado
$357K -$4.69K -52 -1%
HB
879
Homrich & Berg
Georgia
$356K
AIM
880
Anchor Investment Management
South Carolina
$355K +$1.53K +17 +0.4%
WCM
881
Weik Capital Management
Pennsylvania
$355K
WA
882
WFG Advisors
Texas
$351K -$304K -3,373 -47%
FBFS
883
First Business Financial Services
Wisconsin
$350K +$12.4K +138 +4%
JIC
884
Joel Isaacson & Co
New York
$348K
WA
885
WBH Advisory
Maryland
$348K +$45.4K +504 +15%
RWA
886
Ropes Wealth Advisors
Massachusetts
$347K -$9.1K -101 -3%
BONST
887
Bank of Nova Scotia Trust
Ontario, Canada
$343K
OFW
888
Omnia Family Wealth
Florida
$342K +$721 +8 +0.2%
CAM
889
ClariVest Asset Management
California
$341K -$14.7K -163 -4%
FNT
890
First Nebraska Trust
Nebraska
$339K +$18.5K +205 +6%
LNB
891
Ledyard National Bank
$338K -$13.1K -145 -4%
BIM
892
Bridges Investment Management
Nebraska
$336K -$2.43K -27 -0.7%
DIA
893
Denver Investment Advisors
Colorado
$335K -$7.3K -81 -2%
AIM
894
Aspen Investment Management
Michigan
$335K
EWM
895
Endurance Wealth Management
Rhode Island
$335K
PPCM
896
Pillar Pacific Capital Management
California
$335K +$23.6K +262 +8%
CFG
897
Citizens Financial Group
Rhode Island
$334K -$26.9K -298 -7%
GIP
898
Granite Investment Partners
California
$331K -$1.35K -15 -0.4%
BBI
899
Baxter Bros Inc
Connecticut
$328K -$171K -1,900 -34%
IC
900
InterOcean Capital
Illinois
$325K -$7.48K -83 -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.