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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
SA
501
Strategic Advisors
New York
$1.96M +$37.3K +421 +2%
BSA
502
Braun Stacey Associates
New York
$1.95M +$1.01M +11,380 +110%
FIM
503
Foresters Investment Management
New York
$1.95M
CANC
504
Culbertson A N & Co
Virginia
$1.94M
CO
505
Caldwell & Orkin
Georgia
$1.94M -$2.27M -25,700 -54%
GRQ
506
Gardner Russo & Quinn
Pennsylvania
$1.92M
FFSOTS
507
Fiduciary Financial Services of The Southwest
Texas
$1.89M -$31.5K -356 -2%
DAM
508
Doheny Asset Management
California
$1.89M -$139K -1,566 -7%
ICRM
509
Insight Capital Research & Management
California
$1.87M -$1.66M -18,815 -47%
VIP
510
Vantage Investment Partners
Missouri
$1.85M -$10.1M -113,798 -85%
PMG
511
ProVise Management Group
Florida
$1.81M -$58.6K -662 -3%
CTI
512
Community Trust & Investment
Kentucky
$1.8M +$6.19K +70 +0.4%
RIM
513
Regent Investment Management
Kentucky
$1.79M -$69.9K -790 -4%
RC
514
RBF Capital
California
$1.79M
GD
515
Grandfield & Dodd
New York
$1.78M
CFSG
516
Community Financial Services Group
Vermont
$1.77M +$30.2K +341 +2%
Thrivent Financial for Lutherans
517
Thrivent Financial for Lutherans
Minnesota
$1.76M +$95.6K +1,080 +6%
RC
518
RegentAtlantic Capital
New Jersey
$1.75M -$187K -2,110 -10%
FA
519
FDx Advisors
Illinois
$1.72M -$440K -4,971 -21%
NFA
520
Nuveen Fund Advisors
Illinois
$1.72M +$290K +3,279 +21%
Tudor Investment Corp
521
Tudor Investment Corp
Connecticut
$1.71M +$1.48M +16,750 +698%
NFG
522
Next Financial Group
Texas
$1.67M +$321K +3,627 +24%
TYCC
523
Texas Yale Capital Corp
Florida
$1.67M
BWM
524
BerganKDV Wealth Management
Minnesota
$1.66M -$188K -2,121 -10%
LIA
525
LS Investment Advisors
Michigan
$1.65M -$110K -1,247 -6%

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.