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Kraft Heinz

1,125 hedge funds and large institutions have $67.1B invested in Kraft Heinz in 2016 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 416 increasing their positions, 413 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $858M | Put options by funds: $388M

29% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 56

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

1% more repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 413

0% more funds holding

Funds holding: 1,1221,125 (+3)

1% less capital invested

Capital invested by funds: $67.6B → $67.1B (-$556M)

Holders
1,125
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
30.02%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.99%
New
72
Increased
416
Reduced
413
Closed
56
Calls
$858M
Puts
$388M
Net Calls
+$470M
Net Calls Change
-$505M
Name Holding Trade Value Shares
Change
Change in
Stake
IR
476
IAT Reinsurance
New York
$2.18M +$1.64M +18,554 +322%
NLI
477
Nippon Life Insurance
Japan
$2.17M +$12K +136 +0.6%
DWM
478
Darwin Wealth Management
Florida
$2.17M +$289K +3,261 +16%
IMOV
479
Investment Management of Virginia
Virginia
$2.16M -$49.5K -559 -2%
V
480
Veritable
Delaware
$2.15M +$56.2K +635 +3%
SLI
481
Sumitomo Life Insurance
Japan
$2.14M +$275K +3,104 +15%
B
482
Barings
North Carolina
$2.13M -$248K -2,800 -11%
PCM
483
Parsons Capital Management
Rhode Island
$2.13M +$40.6K +459 +2%
AAM
484
AR Asset Management
California
$2.11M
Toronto Dominion Bank
485
Toronto Dominion Bank
Ontario, Canada
$2.1M +$1.25M +14,173 +152%
FPFS
486
First Personal Financial Services
North Carolina
$2.1M -$18.6K -210 -0.9%
Jones Financial Companies
487
Jones Financial Companies
Missouri
$2.08M +$288K +3,251 +16%
PP
488
Pegasus Partners
Wisconsin
$2.07M +$272K +3,070 +15%
AMM
489
American Money Management
California
$2.06M -$16.8K -190 -0.8%
AIP
490
ARS Investment Partners
New York
$2.05M +$124K +1,400 +7%
HFM
491
Hartford Financial Management
Connecticut
$2.04M -$38.3K -433 -2%
CC
492
ClearArc Capital
Ohio
$2.03M +$65.1K +736 +3%
CIA
493
Covington Investment Advisors
Pennsylvania
$2.03M -$44.9K -508 -2%
SSB
494
Sandy Spring Bank
Maryland
$2.02M +$35K +395 +2%
CSIC
495
Clifford Swan Investment Counsel
California
$2.01M -$2.74K -31 -0.1%
BHC
496
Bowen Hanes & Co
Florida
$2.01M -$274K -3,100 -12%
TFA
497
Toth Financial Advisory
Virginia
$2M +$594K +6,715 +43%
KT
498
Kanaly Trust
Texas
$1.99M -$549K -6,205 -22%
TM
499
Thrax Management
New York
$1.98M -$10.1M -113,627 -84%
FFWA
500
FRG Family Wealth Advisors
Washington
$1.98M +$15.5K +175 +0.8%

KHC Hedge Fund Activity: Q3 2016 in Review

1,125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q3 2016, worth a combined $67.1B — down 0.82% from $67.6B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new KHC positions and 56 closed out — a net gain of 16 holders — while 416 added to existing stakes and 413 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $277M. The largest seller was Macquarie Group, cutting an estimated $744M.

  • 1,125 institutional investors held Kraft Heinz (KHC) as of Q3 2016, up from 1,122 in Q2 2016.
  • Funds reported $67.1B of Kraft Heinz stock for Q3 2016, down 0.82% quarter-over-quarter.
  • 72 funds opened new Kraft Heinz positions in Q3 2016 and 56 closed out, a net change of +16 holders.
  • The largest Kraft Heinz buyer in Q3 2016 was T. Rowe Price Associates, an estimated $277M added.
  • The largest Kraft Heinz seller in Q3 2016 was Macquarie Group, an estimated $744M sold.

Based on aggregated 13F filings for Q3 2016.