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Kraft Heinz

1,049 hedge funds and large institutions have $54.8B invested in Kraft Heinz in 2015 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 382 increasing their positions, 346 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $700M | Put options by funds: $180M

175% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 61

10% more repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 346

10% more funds holding

Funds holding: 9521,049 (+97)

3% more capital invested

Capital invested by funds: $53.5B → $54.8B (+$1.4B)

18% less funds holding in top 10

Funds holding in top 10: 3327 (-6)

Holders
1,049
Holders Change
+97
Holders Change %
+10.19%
% of All Funds
27.52%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.71%
New
168
Increased
382
Reduced
346
Closed
61
Calls
$700M
Puts
$180M
Net Calls
+$520M
Net Calls Change
+$170M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
376
FDx Advisors
Illinois
$3.17M +$2.87M +38,897 +837%
Robeco Institutional Asset Management
377
Robeco Institutional Asset Management
Netherlands
$3.16M +$183K +2,478 +6%
MA
378
Marshwinds Advisory
Georgia
$3.14M -$68K -922 -2%
SIM
379
Sentry Investment Management
Wisconsin
$3.11M +$1.71M +23,216 +119%
HVIA
380
Hudson Valley Investment Advisors
New York
$3.06M +$47.7K +647 +2%
JGGDR
381
JGP Global Gestao de Recursos
Brazil
$3.06M +$1.34M +18,206 +76%
AA
382
Ancora Advisors
Ohio
$3.04M -$198K -2,683 -6%
LSERS
383
Louisiana State Employees Retirement System
Louisiana
$3.03M -$133K -1,800 -4%
Los Angeles Capital Management
384
Los Angeles Capital Management
California
$2.99M
PFPT
385
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.95M +$39.3K +533 +1%
GT
386
Glenmede Trust
Pennsylvania
$2.94M +$40.7K +552 +1%
FSA
387
Franklin Street Advisors
North Carolina
$2.92M +$286K +3,881 +11%
CIM
388
Corda Investment Management
Texas
$2.87M -$9.89K -134 -0.3%
COPPSERS
389
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.83M +$49.1K +665 +2%
WSCM
390
Wellington Shields Capital Management
New York
$2.8M +$388K +5,255 +16%
OMC
391
Overbrook Management Corp
New York
$2.79M -$20.8K -282 -0.7%
TAF
392
Tredje AP-fonden
Sweden
$2.79M +$74.3K +1,007 +3%
OLA
393
Oliver Luxxe Assets
New Jersey
$2.79M +$2.67M +36,249 New
MFS
394
MSI Financial Services
Massachusetts
$2.76M +$1.85M +25,034 +195%
LIM
395
Leavell Investment Management
Alabama
$2.7M +$135K +1,831 +5%
LBC
396
Lowe Brockenbrough & Co
Virginia
$2.66M
FBT
397
First Bankers Trust
Kentucky
$2.63M +$122K +1,657 +5%
I
398
IberiaBank
Louisiana
$2.63M +$2.66M +36,105 New
CTC
399
Central Trust Company
Missouri
$2.62M +$68.8K +932 +3%
TCOV
400
Trust Company of Vermont
Vermont
$2.61M -$6.49K -88 -0.2%

KHC Hedge Fund Activity: Q4 2015 in Review

1,049 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q4 2015, worth a combined $54.8B — up 2.6% from $53.5B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new KHC positions and 61 closed out — a net gain of 107 holders — while 382 added to existing stakes and 346 trimmed.

The largest buyer was UBS Group, adding an estimated $542M. The largest seller was State Street, cutting an estimated $657M.

  • 1,049 institutional investors held Kraft Heinz (KHC) as of Q4 2015, up from 952 in Q3 2015.
  • Funds reported $54.8B of Kraft Heinz stock for Q4 2015, up 2.6% quarter-over-quarter.
  • 168 funds opened new Kraft Heinz positions in Q4 2015 and 61 closed out, a net change of +107 holders.
  • The largest Kraft Heinz buyer in Q4 2015 was UBS Group, an estimated $542M added.
  • The largest Kraft Heinz seller in Q4 2015 was State Street, an estimated $657M sold.

Based on aggregated 13F filings for Q4 2015.