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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
DnB Asset Management
401
DnB Asset Management
Norway
$2.59M -$29.5K -400 -1%
QI
402
QS Investors
New York
$2.59M +$10.2K +138 +0.4%
LMGAM
403
Liberty Mutual Group Asset Management
Massachusetts
$2.58M +$236K +3,204 +10%
TAM
404
Tocqueville Asset Management
New York
$2.58M -$1.31M -17,759 -33%
OI
405
Oakbrook Investments
Illinois
$2.57M -$124K -1,683 -5%
JWM
406
Jackson Wealth Management
Florida
$2.57M -$119K -1,617 -4%
AIP
407
Ameritas Investment Partners
Nebraska
$2.56M +$251K +3,408 +11%
KCPG
408
Kavar Capital Partners Group
Kansas
$2.53M +$29.5K +400 +1%
HDE
409
Hutner Daniel Ellsworth
$2.51M +$2.54M +34,487 New
HPC
410
HM Payson & Co
Maine
$2.5M -$29.5K -400 -1%
NG
411
NatWest Group
United Kingdom
$2.47M -$1.78M -24,066 -42%
GLRA
412
Gerald L. Ray & Associates
Texas
$2.46M -$3.69K -50 -0.1%
FIM
413
Frontier Investment Management
Texas
$2.46M +$87.3K +1,183 +4%
DY
414
Dowling & Yahnke
California
$2.44M -$40.6K -551 -2%
OC
415
Oppenheimer & Co
New York
$2.42M -$177K -2,402 -7%
SRCM
416
Sterling Ridge Capital Management
New York
$2.41M -$229K -3,101 -9%
PAM
417
Panagora Asset Management
Massachusetts
$2.38M +$931K +12,626 +63%
Susquehanna International Group
418
Susquehanna International Group
Pennsylvania
$2.37M -$2.47M -33,439 -51%
OIM
419
Orca Investment Management
Oregon
$2.37M +$2.4M +32,503 New
RIL
420
Rothschild Investment LLC
Illinois
$2.35M +$1.47M +19,992 +162%
SBIA
421
Sheaff Brock Investment Advisors
Indiana
$2.35M +$2.38M +32,289 New
IA
422
IFP Advisors
Florida
$2.32M +$2.36M +31,937 New
SCM
423
Sterling Capital Management
North Carolina
$2.31M +$1.88M +25,527 +410%
LCM
424
Logan Capital Management
Pennsylvania
$2.31M -$159K -2,161 -6%
GCA
425
Greenwood Capital Associates
South Carolina
$2.3M -$41.3K -560 -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.