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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
APP
1001
Avantax Planning Partners
Iowa
$221K -$1.53K -17 -0.7%
ABTD
1002
Arvest Bank Trust Division
Oklahoma
$220K -$32.9K -365 -13%
GW
1003
GW & Wade
Massachusetts
$220K -$19.6K -218 -8%
JGIA
1004
Jackson Grant Investment Advisers
Connecticut
$220K +$451 +5 +0.2%
CT
1005
Cambridge Trust
Massachusetts
$219K
EHC
1006
Everett Harris & Co
California
$219K
TWA
1007
TCI Wealth Advisors
Arizona
$218K -$3.79K -42 -2%
OI
1008
Oakbrook Investments
Illinois
$218K +$216K +2,400 New
SSG
1009
Summit Securities Group
New York
$217K -$1.35M -14,947 -86%
WDL
1010
Well Done LLC
Michigan
$217K -$12.5K -139 -5%
DSC
1011
Duncker Streett & Co
Missouri
$217K +$23.2K +257 +12%
SFM
1012
Signature Financial Management
Virginia
$215K +$214K +2,372 New
WA
1013
WealthTrust Axiom
Pennsylvania
$214K
AW
1014
Alpha Windward
Massachusetts
$213K -$3.97K -44 -2%
PWP
1015
Private Wealth Partners
California
$212K
LC
1016
Lincoln Capital
Nebraska
$212K +$210K +2,334 New
HCM
1017
Hodges Capital Management
Texas
$210K -$22.4K -249 -10%
ANBT
1018
American National Bank & Trust
Texas
$210K +$27.7K +307 +15%
AL
1019
Aspiriant LLC
California
$210K +$209K +2,318 New
HCA
1020
Horan Capital Advisors
Ohio
$209K
GLI
1021
Guardian Life Insurance
New York
$209K +$1.44K +16 +0.7%
CIAS
1022
Capital Investment Advisory Services
North Carolina
$209K +$207K +2,300 New
RW
1023
REDW Wealth
New Mexico
$208K -$6.13K -68 -3%
IIC
1024
Integrated Investment Consultants
Michigan
$207K
MCA
1025
Mercer Capital Advisers
New Jersey
$207K

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.