Kraft Heinz
1,203 hedge funds and large institutions have $65.5B invested in Kraft Heinz in 2017 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 471 increasing their positions, 457 reducing their positions, and 70 closing their positions.
16% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 70
3% more repeat investments, than reductions
Existing positions increased: 471 | Existing positions reduced: 457
0.04% more ownership
Funds ownership: 62.65% → 62.69% (+0.04%)
0% less funds holding
Funds holding: 1,206 → 1,203 (-3)
4% less call options, than puts
Call options by funds: $459M | Put options by funds: $477M
6% less capital invested
Capital invested by funds: $69.4B → $65.5B (-$3.88B)
18% less funds holding in top 10
Funds holding in top 10: 28 → 23 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$241M |
| 2 |
Renaissance Technologies
New York
|
+$108M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$98.5M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$84.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$79.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$200M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$126M |
| 3 |
JP Morgan Chase
New York
|
-$120M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$110M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
-$105M |
KHC Hedge Fund Activity: Q2 2017 in Review
1,203 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q2 2017, worth a combined $65.5B — down 5.6% from $69.4B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new KHC positions and 70 closed out — a net gain of 11 holders — while 471 added to existing stakes and 457 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $241M. The largest seller was T. Rowe Price Associates, cutting an estimated $200M.
- 1,203 institutional investors held Kraft Heinz (KHC) as of Q2 2017, down from 1,206 in Q1 2017.
- Funds reported $65.5B of Kraft Heinz stock for Q2 2017, down 5.6% quarter-over-quarter.
- 81 funds opened new Kraft Heinz positions in Q2 2017 and 70 closed out, a net change of +11 holders.
- The largest Kraft Heinz buyer in Q2 2017 was Fidelity Investments, an estimated $241M added.
- The largest Kraft Heinz seller in Q2 2017 was T. Rowe Price Associates, an estimated $200M sold.
Based on aggregated 13F filings for Q2 2017.