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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
FMP
1176
Financial Management Professionals
Texas
$10K
PWM
1177
Perigon Wealth Management
California
$9K
CIM
1178
Contravisory Investment Management
Massachusetts
$7K
MWM
1179
MinichMacGregor Wealth Management
New York
$7K +$1.08K +12 +18%
BWA
1180
Burt Wealth Advisors
Maryland
$6K -$6.31K -70 -50%
CFS
1181
Commonwealth Financial Services
West Virginia
$6K -$5.23K -58 -46%
FFW
1182
Fusion Family Wealth
New York
$6K
NC
1183
NewSquare Capital
Pennsylvania
$6K
GBBWRPM
1184
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K -$11.3K -125 -73%
DPA
1185
Delphi Private Advisors
California
$5K -$2.25K -25 -30%
APSP
1186
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K
NCM
1187
New Capital Management
Texas
$5K
RCG
1188
Ruggie Capital Group
Florida
$4K +$3.88K +43 New
FPS
1189
Fieldpoint Private Securities
Connecticut
$4K +$4.15K +46 New
PI
1190
PineBridge Investments
New York
$3K -$440K -4,882 -99%
AP
1191
Atwood & Palmer
Missouri
$3K
BIMC
1192
Benson Investment Management Company
Virginia
$3K
LYV
1193
Live Your Vision
Pennsylvania
$3K
MFBTD
1194
MB Financial Bank - Trust Department
Illinois
$3K +$2.7K +30 New
CWM
1195
Catamount Wealth Management
Connecticut
$3K +$3.15K +35 New
AAF
1196
Andra AP-fonden
Sweden
$2.79K -$1.13M -12,500 -29%
CWM
1197
Cranbrook Wealth Management
Michigan
$2K -$29.4K -326 -93%
CFD
1198
Creative Financial Designs
Indiana
$2K -$6.58K -73 -76%
AIS
1199
Accurate Investment Solutions
Pennsylvania
$2K
AWM
1200
AllSquare Wealth Management
New York
$2K

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.