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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
WP
1151
WealthPLAN Partners
Nebraska
$25.8K +$25.4K +282 New
BCM
1152
Blume Capital Management
California
$25K
BWM
1153
Baystate Wealth Management
Massachusetts
$23K -$8.2K -91 -26%
ST
1154
Somerset Trust
Pennsylvania
$23K
1832 Asset Management
1155
1832 Asset Management
Ontario, Canada
$22K -$10.9M -120,840 -100%
AAP
1156
Arax Advisory Partners
Colorado
$21K
WAS
1157
WESPAC Advisors SoCal
California
$20.9K
HCM
1158
Highlander Capital Management
New Jersey
$20K
KF
1159
Krilogy Financial
Missouri
$20K
LWM
1160
LBA Wealth Management
Florida
$19K -$3.25K -36 -15%
ZB
1161
Zions Bancorporation
Utah
$16K -$42.4K -470 -72%
IF
1162
Ironwood Financial
Arizona
$16K
IP
1163
Isthmus Partners
Wisconsin
$16K
CCA
1164
Catalyst Capital Advisors
New York
$16K +$901 +10 +6%
FBT
1165
First Bank & Trust
South Dakota
$15K -$775K -8,603 -98%
BC
1166
Barnett & Company
Tennessee
$15K
GP
1167
GLG Partners
United Kingdom
$15K +$14.9K +165 New
JFA
1168
JNBA Financial Advisors
Minnesota
$14K
LF
1169
Lee Financial
Texas
$13K -$8.11K -90 -38%
TDC
1170
Thompson Davis & Co
Virginia
$13K +$8.38K +93 +186%
AWMS
1171
Advocacy Wealth Management Services
Georgia
$13K +$12.5K +139 New
PFO
1172
Pathstone Family Office
New Jersey
$13K +$13K +144 New
MWM
1173
Mascoma Wealth Management
New Hampshire
$12K
MAS
1174
Madden Advisory Services
Florida
$11K +$11.6K +129 New
TC
1175
Trust Company
Kansas
$10K -$270 -3 -3%

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.