Kraft Heinz
KHC
1,226 hedge funds and large institutions have $60B invested in Kraft Heinz in 2017 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 431 increasing their positions, 466 reducing their positions, and 88 closing their positions.
65% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 88
4% more funds holding
Funds holding: 1,180 → 1,226 (+46)
1% more capital invested
Capital invested by funds: $59.5B → $60B (+$515M)
0.46% more ownership
Funds ownership: 62.89% → 63.35% (+0.46%)
8% less repeat investments, than reductions
Existing positions increased: 431 | Existing positions reduced: 466
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
39% less call options, than puts
Call options by funds: $482M | Put options by funds: $784M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$456M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$393M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$271M |
| 4 |
BlackRock
New York
|
+$122M |
| 5 |
JGGDR
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$73.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$164M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$141M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$111M |
| 4 |
JP Morgan Chase
New York
|
-$105M |
| 5 |
BRC
Blue Ridge Capital
New York
|
-$99.5M |
KHC Hedge Fund Activity: Q4 2017 in Review
1,226 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q4 2017, worth a combined $60B — up 0.87% from $59.5B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new KHC positions and 88 closed out — a net gain of 57 holders — while 431 added to existing stakes and 466 trimmed.
The largest buyer was American International Group, adding an estimated $456M. The largest seller was Millennium Management, cutting an estimated $164M.
- 1,226 institutional investors held Kraft Heinz (KHC) as of Q4 2017, up from 1,180 in Q3 2017.
- Funds reported $60B of Kraft Heinz stock for Q4 2017, up 0.87% quarter-over-quarter.
- 145 funds opened new Kraft Heinz positions in Q4 2017 and 88 closed out, a net change of +57 holders.
- The largest Kraft Heinz buyer in Q4 2017 was American International Group, an estimated $456M added.
- The largest Kraft Heinz seller in Q4 2017 was Millennium Management, an estimated $164M sold.
Based on aggregated 13F filings for Q4 2017.