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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
MGIA
1251
Moneta Group Investment Advisors
Missouri
-$221K -2,531 Closed
ACM
1252
Alpha Capital Management
Texas
-$213K -2,437 Closed
KFA
1253
Kelleher Financial Advisors
New York
-$210K -2,414 Closed
B
1254
BancorpSouth
Mississippi
-$207K -2,376 Closed
HIC
1255
Hartline Investment Corp
Illinois
-$207K -2,375 Closed
TSS
1256
Two Sigma Securities
New York
-$205K -2,344 Closed
WAS
1257
Winch Advisory Services
Wisconsin
-$159K -1,822 Closed
KLI
1258
Kelman-Lazarov Inc
Tennessee
-$139K -1,592 Closed
MBT
1259
Montecito Bank & Trust
California
-$60K -683 Closed
SAM
1260
Solaris Asset Management
New York
-$52K -590 Closed
AIM
1261
Acrospire Investment Management
Illinois
-$44K -500 Closed
ECM
1262
Elgethun Capital Management
South Dakota
-$40K -464 Closed
EARNEST Partners
1263
EARNEST Partners
Georgia
-$29K -337 Closed
EF
1264
Empirical Finance
Pennsylvania
-$23K -263 Closed
HTHT
1265
Hemenway Trust Hemenway Trust
New Hampshire
-$20K -224 Closed
BCI
1266
Brinker Capital Investments
Pennsylvania
-$13K -152 Closed
IPC
1267
Independent Portfolio Consultants
Florida
-$12K -140 Closed
SIG
1268
Stanford Investment Group
California
-$11K -123 Closed
Loomis, Sayles & Company
1269
Loomis, Sayles & Company
Massachusetts
-$10K -117 Closed
CAL
1270
Capital Analysts LLC
Pennsylvania
-$10K -114 Closed
CTB
1271
Country Trust Bank
Illinois
-$3K -30 Closed
IDBONY
1272
Israel Discount Bank of New York
New York
-$2K -25 Closed
FPTW
1273
Franklin, Parlapiano, Turner & Welch
Texas
-$2K -23 Closed
RWML
1274
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$1.4K -16 Closed

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.