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Kraft Heinz
KHC

Overview Fund Activity

1,178 hedge funds and large institutions have $66.1B invested in Kraft Heinz in 2016 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 424 increasing their positions, 416 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,178
Holders Change
+55
Holders Change %
+4.9%
% of All Funds
29.49%
Holding in Top 10
31
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.22%
% of All Funds
0.78%
New
146
Increased
424
Reduced
416
Closed
75
Calls
$704M
Puts
$486M
Net Calls
+$217M
Net Calls Change
-$253M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$366M
2
O
OppenheimerFunds
New York
+$128M
3
BFA
BlackRock Fund Advisors
California
+$122M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$105M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$102M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$239M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$217M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$199M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$170M
5
SAC
Smith Affiliated Capital
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMWA
901
Forvis Mazars Wealth Advisors
Missouri
$297K +$10.1K +116 +4%
ACI
902
Alpha Cubed Investments
California
$297K +$297K +3,405 New
PRS
903
Pinkerton Retirement Specialists
Idaho
$296K +$10.3K +118 +4%
CCT
904
Capital City Trust
Florida
$294K +$2.97K +34 +1%
CCA
905
Cobblestone Capital Advisors
New York
$292K -$87 -1 -0%
ST
906
Sentinel Trust
Texas
$291K – – –
WA
907
WBH Advisory
Maryland
$291K +$697 +8 +0.2%
AWM
908
AE Wealth Management
Kansas
$291K +$291K +3,337 New
KPF
909
K2 Principal Fund
Ontario, Canada
$289K +$289K +3,306 New
HFA
910
High Falls Advisors
New York
$287K +$43.6K +500 +18%
SCA
911
Salient Capital Advisors
Texas
$286K -$43.6K -500 -13%
GXMC
912
Global X Management Company
New York
$286K +$75K +858 +36%
BEAM
913
Baker Ellis Asset Management
Washington
$280K – – –
NCM
914
Noesis Capital Mangement
Florida
$279K – – –
SSWM
915
Smith Salley Wealth Management
North Carolina
$278K – – –
SAM
916
Strategy Asset Managers
California
$277K – – –
BMO
917
Beck Mack & Oliver
New York
$275K -$92.3K -1,058 -25%
CCM
918
Chilton Capital Management
Texas
$275K +$35K +400 +15%
RG
919
Rikoon Group
New Mexico
$275K +$275K +3,059 New
MCM
920
Monarch Capital Management
Indiana
$271K – – –
BOTW
921
Bank of the West
California
$271K +$2.09K +24 +0.8%
SNT
922
Security National Trust
West Virginia
$270K – – –
AFP
923
Ausdal Financial Partners
Iowa
$268K +$262 +3 +0.1%
RWA
924
River Wealth Advisors
Pennsylvania
$268K +$268K +3,069 New
RSA
925
Robertson Stephens Advisors
California
$267K +$267K +3,053 New
35 36
37
38 39