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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$29.6B
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.83B +$143M +1,585,231 +4%
Capital World Investors
3
Capital World Investors
California
$3.08B -$136M -1,513,199 -4%
BlackRock
4
BlackRock
New York
$2.96B +$2.81B +31,204,852 +2,315%
State Street
5
State Street
Massachusetts
$2.23B +$61.4M +680,941 +3%
Bank of America
6
Bank of America
North Carolina
$1.72B -$93M -1,032,183 -5%
Invesco
7
Invesco
Georgia
$1.32B +$8.06M +89,379 +0.6%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.02B -$26.6M -294,687 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$804M +$71.2M +790,267 +10%
Norges Bank
10
Norges Bank
Norway
$804M +$59M +654,863 +8%
Macquarie Group
11
Macquarie Group
Australia
$778M -$14.7M -163,356 -2%
Morgan Stanley
12
Morgan Stanley
New York
$760M +$269M +2,988,664 +56%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$755M +$39.3M +435,869 +6%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$739M -$22M -243,612 -3%
JP Morgan Chase
15
JP Morgan Chase
New York
$688M +$121M +1,337,522 +21%
Northern Trust
16
Northern Trust
Illinois
$664M +$6.74M +74,726 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$577M +$47.2M +523,375 +9%
AIM
18
abrdn Investment Management
United Kingdom
$561M -$9.63M -106,835 -2%
TCIM
19
TIAA CREF Investment Management
New York
$510M +$51.1M +567,498 +11%
WRF
20
Waddell & Reed Financial
Kansas
$490M -$56M -620,801 -10%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$477M -$178M -1,980,390 -27%
O
22
OppenheimerFunds
New York
$416M -$73.1M -811,061 -15%
Goldman Sachs
23
Goldman Sachs
New York
$376M +$36.7M +407,513 +11%
WP
24
Wedgewood Partners
Missouri
$281M -$33.2M -368,645 -11%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$271M +$42.1M +467,119 +19%

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.