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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
CC
951
Cedar Capital
Illinois
$267K +$265K +2,935 New
4IG
952
440 Investment Group
Kansas
$267K +$265K +2,937 New
MHIM
953
MacNealy Hoover Investment Management
Ohio
$266K -$7.48K -83 -3%
JG
954
Jefferies Group
New York
$265K -$7.62M -84,516 -97%
CCM
955
Coldstream Capital Management
Washington
$265K +$13.1K +145 +5%
BST
956
Bath Savings Trust
Maine
$264K +$21.8K +242 +9%
Fisher Asset Management
957
Fisher Asset Management
Washington
$262K +$721 +8 +0.3%
BWM
958
Bernicke Wealth Management
Wisconsin
$262K +$260K +2,880 New
LP
959
LMR Partners
United Kingdom
$261K -$16.2M -179,674 -98%
KL
960
KWMG LLC
Kansas
$261K +$259K +2,878 New
AIIMS
961
Analyst IMS Investment Management Services
Israel
$260K
HA
962
Halsey Associates
Connecticut
$260K
FWCM
963
Ferguson Wellman Capital Management
Oregon
$259K -$2.97K -33 -1%
RG
964
Rikoon Group
New Mexico
$258K -$18K -200 -7%
MAA
965
Matrix Asset Advisors
New York
$258K
1SB
966
1ST Source Bank
Indiana
$257K
SBH
967
Segall Bryant & Hamill
Illinois
$257K +$7.21K +80 +3%
JAFL
968
Jay A. Fishman Ltd
Michigan
$257K
GT
969
Greenleaf Trust
Michigan
$255K +$6.22K +69 +3%
AAM
970
Aureus Asset Management
Massachusetts
$254K +$9.01K +100 +4%
FFEC
971
First Financial Equity Corporation
Arizona
$254K +$251K +2,782 New
CII
972
Capital International Inc
California
$254K +$252K +2,800 New
MWM
973
Mission Wealth Management
California
$253K -$9.46K -105 -4%
BAM
974
Bruderman Asset Management
New York
$250K -$361 -4 -0.1%
MMPW
975
Mitchell McLeod Pugh & Williams
Alabama
$250K +$90 +1 +0%

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.