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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
SLI
501
Sumitomo Life Insurance
Japan
$1.69M -$48.9K -653 -3%
FFSOTS
502
Fiduciary Financial Services of The Southwest
Texas
$1.67M -$898 -12 -0.1%
LH
503
Lebenthal Holdings
New York
$1.66M +$744K +9,940 +89%
LCP
504
Lombardia Capital Partners
California
$1.66M +$1.34M +17,912 +555%
AIP
505
ARS Investment Partners
New York
$1.65M -$627K -8,376 -28%
GRQ
506
Gardner Russo & Quinn
Pennsylvania
$1.65M +$1.57M +20,950 New
PMG
507
ProVise Management Group
Florida
$1.63M -$2.15M -28,689 -58%
PCM
508
Parsons Capital Management
Rhode Island
$1.63M +$41.2K +550 +3%
GD
509
Grandfield & Dodd
New York
$1.6M
EIP
510
Epoch Investment Partners
New York
$1.6M +$208K +2,779 +16%
CC
511
ClearArc Capital
Ohio
$1.58M +$419K +5,604 +39%
CTI
512
Community Trust & Investment
Kentucky
$1.57M
RC
513
RBF Capital
California
$1.57M
CANC
514
Culbertson A N & Co
Virginia
$1.56M +$1.49M +19,922 New
CS
515
Cannell & Spears
New York
$1.56M -$95.9K -1,281 -6%
CFSG
516
Community Financial Services Group
Vermont
$1.56M -$38.9K -520 -3%
SA
517
Strategic Advisors
New York
$1.54M -$9.43K -126 -0.6%
CBOA
518
Commonwealth Bank of Australia
Australia
$1.53M -$275K -3,677 -16%
NBC
519
Neuberger Berman Canada
Ontario, Canada
$1.52M +$1.45M +19,365 New
GBT
520
Grove Bank & Trust
Florida
$1.52M +$15.3K +204 +1%
TMAM
521
Tokio Marine Asset Management
Japan
$1.51M -$22.1K -295 -2%
LIA
522
LS Investment Advisors
Michigan
$1.5M +$19.9K +266 +1%
MCM
523
Monarch Capital Management
Indiana
$1.5M
AHC
524
Adell Harriman & Carpenter
Texas
$1.49M +$475K +6,352 +51%
SC
525
Stralem & Co
New York
$1.48M -$449K -6,000 -24%

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.