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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
SCA
1051
Stuart Chaussee & Associates
California
$160K
CAL
1052
Capital Advisors Ltd
Ohio
$160K +$361 +4 +0.2%
LPIC
1053
LeJeune Puetz Investment Counsel
Michigan
$158K +$5.77K +64 +4%
FWM
1054
Focused Wealth Management
New York
$157K +$128K +1,420 +454%
WOC
1055
West Oak Capital
California
$154K +$18K +200 +13%
MMG
1056
Monetary Management Group
Missouri
$153K -$9.01K -100 -6%
AssetMark Inc
1057
AssetMark Inc
California
$153K +$12.1K +134 +9%
RIM
1058
Rampart Investment Management
Connecticut
$150K +$149K +1,656 New
MFW
1059
Mosaic Family Wealth
Missouri
$149K
ACM
1060
Armbruster Capital Management
New York
$148K
CBT
1061
Central Bank & Trust
Kentucky
$146K
VCM
1062
Vigilant Capital Management
Maine
$144K -$5.23K -58 -4%
WA
1063
Winfield Associates
Ohio
$142K
FFC
1064
First Financial Corp
Indiana
$140K +$7.3K +81 +6%
AWM
1065
Avior Wealth Management
Nebraska
$139K +$9.01K +100 +7%
EFSCE
1066
Enterprise Financial Services Corp (EFSC)
Missouri
$138K +$14.4K +160 +12%
RFA
1067
Reilly Financial Advisors
California
$136K -$4.15K -46 -3%
HIIFS
1068
Harel Insurance Investments & Financial Services
Israel
$136K +$134K +1,490 New
AA
1069
Apriem Advisors
California
$134K -$2.07K -23 -2%
BCP
1070
Blue Chip Partners
Michigan
$134K +$721 +8 +0.5%
GRP
1071
Global Retirement Partners
California
$129K -$36.9K -409 -22%
OFS
1072
Orrstown Financial Services
Pennsylvania
$126K -$361 -4 -0.3%
DBT
1073
Dubuque Bank & Trust
Iowa
$125K -$3.88K -43 -3%
PIM
1074
Parasol Investment Management
Illinois
$124K -$76.7K -851 -38%
WPA
1075
West Paces Advisors
Georgia
$120K

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.