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Kraft Heinz

1,074 hedge funds and large institutions have $59.2B invested in Kraft Heinz in 2016 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 434 increasing their positions, 356 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more call options, than puts

Call options by funds: $974M | Put options by funds: $187M

49% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 76

22% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 356

8% more capital invested

Capital invested by funds: $54.8B → $59.2B (+$4.34B)

2% more funds holding

Funds holding: 1,0491,074 (+25)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
1,074
Holders Change
+25
Holders Change %
+2.38%
% of All Funds
28.62%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.67%
New
113
Increased
434
Reduced
356
Closed
76
Calls
$974M
Puts
$187M
Net Calls
+$788M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
326
Lee, Danner & Bass
Tennessee
$4.49M +$106K +1,412 +3%
MIM
327
Midwest Investment Management
Ohio
$4.49M +$18.3K +245 +0.4%
FSA
328
Franklin Street Advisors
North Carolina
$4.4M +$1.19M +15,912 +40%
DILH
329
Dai-ichi Life Holdings
Japan
$4.4M -$1.51M -20,244 -27%
SC
330
Saybrook Capital
North Carolina
$4.34M +$43K +575 +1%
TAM
331
Tealwood Asset Management
Minnesota
$4.33M +$4.12M +55,075 New
PAG
332
Private Advisor Group
New Jersey
$4.33M -$440K -5,883 -10%
KRS
333
Kentucky Retirement Systems
Kentucky
$4.29M +$708K +9,464 +21%
MKC
334
M. Kraus & Co
Vermont
$4.29M -$80.1K -1,070 -2%
FAB
335
First American Bank
Illinois
$4.27M -$11.1K -148 -0.3%
FCI
336
Financial Counselors Inc
Kansas
$4.26M -$141K -1,884 -3%
BG
337
Bahl & Gaynor
Ohio
$4.25M -$480K -6,421 -11%
ECM
338
ETrade Capital Management
Virginia
$4.22M +$632K +8,452 +19%
Creative Planning
339
Creative Planning
Kansas
$4.19M +$150K +2,005 +4%
CC
340
Cannell & Co
New York
$4.18M +$310K +4,146 +8%
LS
341
Livforsakringsbolaget Skandia
Sweden
$4.17M
PA
342
Pinnacle Associates
New York
$4.16M -$45.7K -611 -1%
PFPT
343
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.08M +$854K +11,418 +28%
CG
344
Cutler Group
California
$4.08M +$3M +40,042 +338%
Boston Partners
345
Boston Partners
Massachusetts
$4.04M
FNBT
346
FineMark National Bank & Trust
Florida
$4.03M +$1.74M +23,312 +83%
CAM
347
Capstone Asset Management
Texas
$4.03M +$21.7K +290 +0.6%
CRIG
348
Charter Research & Investment Group
Connecticut
$4.02M -$106K -1,415 -3%
CO
349
Caldwell & Orkin
Georgia
$3.98M +$501K +6,700 +15%
BF
350
BOK Financial
Oklahoma
$3.97M -$1.15M -15,413 -23%

KHC Hedge Fund Activity: Q1 2016 in Review

1,074 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2016, worth a combined $59.2B — up 7.9% from $54.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new KHC positions and 76 closed out — a net gain of 37 holders — while 434 added to existing stakes and 356 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $232M. The largest seller was UBS Group, cutting an estimated $530M.

  • 1,074 institutional investors held Kraft Heinz (KHC) as of Q1 2016, up from 1,049 in Q4 2015.
  • Funds reported $59.2B of Kraft Heinz stock for Q1 2016, up 7.9% quarter-over-quarter.
  • 113 funds opened new Kraft Heinz positions in Q1 2016 and 76 closed out, a net change of +37 holders.
  • The largest Kraft Heinz buyer in Q1 2016 was Sculptor Capital, an estimated $232M added.
  • The largest Kraft Heinz seller in Q1 2016 was UBS Group, an estimated $530M sold.

Based on aggregated 13F filings for Q1 2016.