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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
FGP
526
Foyston, Gordon, & Payne
Ontario, Canada
$1.65M
PGFC
527
Peapack-Gladstone Financial Corp
New Jersey
$1.63M +$79.6K +900 +5%
SIP
528
Stoneridge Investment Partners
Pennsylvania
$1.63M +$116K +1,316 +8%
CI
529
Conning Inc
Connecticut
$1.6M -$1.31M -14,801 -45%
PIA
530
Peachtree Investment Advisors
Georgia
$1.58M -$22.1K -250 -1%
TMAM
531
Tokio Marine Asset Management
Japan
$1.57M -$184K -2,077 -11%
CWP
532
Capital Wealth Planning
Florida
$1.55M -$486K -5,495 -24%
CIC
533
Chilton Investment Company
Connecticut
$1.55M
WS
534
Wedbush Securities
California
$1.54M +$41K +463 +3%
CIC
535
Crawford Investment Counsel
Georgia
$1.5M -$1.67M -18,927 -53%
HSA
536
HBK Sorce Advisory
Pennsylvania
$1.49M -$54.1K -612 -4%
SCA
537
Snowden Capital Advisors
New York
$1.49M +$142K +1,601 +11%
MCM
538
Murphy Capital Management
New Jersey
$1.49M +$75.1K +849 +5%
BCFS
539
Butensky & Cohen Financial Security
Florida
$1.48M -$21.3K -241 -1%
WG
540
Winton Group
United Kingdom
$1.46M +$1.44M +16,275 New
LCM
541
Logan Capital Management
Pennsylvania
$1.45M -$55.2K -624 -4%
SYBT
542
Stock Yards Bank & Trust
Kentucky
$1.45M -$615K -6,951 -30%
AIS
543
American Investment Services
Massachusetts
$1.43M +$9.03K +102 +0.6%
BVDMP
544
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.42M
IWA
545
IBEX Wealth Advisors
New Jersey
$1.41M +$1.39M +15,732 New
MSV
546
MN Services Vermogensbeheer
Netherlands
$1.41M +$32.7K +370 +2%
MSFP
547
Mark Sheptoff Financial Planning
Connecticut
$1.4M +$177 +2 +0%
NA
548
Navellier & Associates
Nevada
$1.4M +$334K +3,780 +32%
UR
549
USCA RIA
Texas
$1.39M
BUB
550
BBVA USA Bancshares
Texas
$1.39M +$30.5K +345 +2%

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.