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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
PGIM
351
Pacific Global Investment Management
California
$3.97M +$96K +1,283 +3%
LSA
352
L & S Advisors
California
$3.95M +$223K +2,983 +6%
CIP
353
Chartwell Investment Partners
Pennsylvania
$3.93M +$3.74M +50,000 New
AFG
354
Albion Financial Group
Utah
$3.91M -$95.6K -1,277 -3%
CAN
355
Cetera Advisor Networks
California
$3.91M +$13.7K +183 +0.4%
William Blair & Company
356
William Blair & Company
Illinois
$3.9M +$9.88K +132 +0.3%
WIC
357
Willis Investment Counsel
Georgia
$3.87M +$50.3K +672 +1%
GIM
358
Grassi Investment Management
California
$3.86M +$56K +749 +2%
FA
359
FDx Advisors
Illinois
$3.85M +$405K +5,415 +12%
MSR
360
Main Street Research
Connecticut
$3.76M +$312K +4,170 +10%
BBA
361
BLB&B Advisors
Pennsylvania
$3.73M +$185K +2,475 +6%
SRCM
362
Sterling Ridge Capital Management
New York
$3.71M +$1.06M +14,119 +43%
GI
363
Gradient Investments
Minnesota
$3.69M +$3.51M +46,901 +43,833%
HVIA
364
Hudson Valley Investment Advisors
New York
$3.67M +$349K +4,658 +11%
KT
365
Kanaly Trust
Texas
$3.65M +$113K +1,516 +3%
OIM
366
Opus Investment Management
Massachusetts
$3.61M
MAM
367
Meeder Asset Management
Ohio
$3.61M -$4.24M -56,647 -55%
SMDAM
368
Sumitomo Mitsui DS Asset Management
Japan
$3.56M +$68.2K +912 +2%
WSCM
369
Wellington Shields Capital Management
New York
$3.55M +$505K +6,748 +18%
CI
370
Constellation Investments
Ohio
$3.5M +$69.2K +925 +2%
AMI
371
Amica Mutual Insurance
Rhode Island
$3.5M
Robeco Institutional Asset Management
372
Robeco Institutional Asset Management
Netherlands
$3.48M +$71.5K +956 +2%
WB
373
Webster Bank
Connecticut
$3.48M +$4.64K +62 +0.1%
COPPSERS
374
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.47M +$395K +5,276 +14%
GT
375
Glenmede Trust
Pennsylvania
$3.45M +$258K +3,448 +9%

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.