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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
QI
401
QS Investors
New York
$2.8M -$374 -5 -0%
TAM
402
Tocqueville Asset Management
New York
$2.79M
I
403
IberiaBank
Louisiana
$2.79M -$49K -655 -2%
AIP
404
Ameritas Investment Partners
Nebraska
$2.78M +$16.9K +226 +0.6%
B
405
Barings
North Carolina
$2.77M +$2.63M +35,197 New
DY
406
Dowling & Yahnke
California
$2.73M +$100K +1,338 +4%
OI
407
Oakbrook Investments
Illinois
$2.73M -$42.4K -566 -2%
KCPG
408
Kavar Capital Partners Group
Kansas
$2.69M -$41.2K -550 -2%
OC
409
Oppenheimer & Co
New York
$2.69M +$75.3K +1,006 +3%
GLRA
410
Gerald L. Ray & Associates
Texas
$2.66M
HPC
411
HM Payson & Co
Maine
$2.65M -$51.5K -688 -2%
JWM
412
Jackson Wealth Management
Florida
$2.62M -$107K -1,431 -4%
Teacher Retirement System of Texas
413
Teacher Retirement System of Texas
Texas
$2.6M +$1.37M +18,264 +124%
SBIA
414
Sheaff Brock Investment Advisors
Indiana
$2.57M +$34.3K +459 +1%
PAM
415
Panagora Asset Management
Massachusetts
$2.56M -$5.01K -67 -0.2%
FIM
416
Frontier Investment Management
Texas
$2.54M -$96.4K -1,288 -4%
OIM
417
Orca Investment Management
Oregon
$2.54M -$17.2K -230 -0.7%
CI
418
Conning Inc
Connecticut
$2.53M -$2.77M -37,030 -53%
LCM
419
Logan Capital Management
Pennsylvania
$2.52M +$25K +334 +1%
AT
420
Arden Trust
Delaware
$2.51M +$424K +5,671 +22%
EWM
421
Evercore Wealth Management
New York
$2.51M +$426K +5,698 +22%
SCA
422
Stonebridge Capital Advisors
Minnesota
$2.5M +$2.16M +28,930 +990%
CPS
423
Counsel Portfolio Services
Ontario, Canada
$2.5M +$2.38M +31,846 New
SAM
424
Shell Asset Management
Netherlands
$2.47M +$60.8K +813 +3%
MERSOM
425
Municipal Employees' Retirement System of Michigan
Michigan
$2.46M +$24.7K +330 +1%

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.