We are live on ! Find out more
KHC icon

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
SI
576
SII Investments
Wisconsin
$1.23M +$183K +2,069 +18%
WC
577
Whitnell & Co
Illinois
$1.23M -$17.6K -199 -1%
HPIA
578
Hamilton Point Investment Advisors
North Carolina
$1.21M +$64.2K +726 +6%
BFO
579
Boston Family Office
Massachusetts
$1.21M -$2.92K -33 -0.2%
LPL Financial
580
LPL Financial
California
$1.21M -$3.54K -40 -0.3%
AP
581
Advisor Partners
California
$1.21M +$396K +4,478 +50%
FANJ
582
Financial Architects (New Jersey)
New Jersey
$1.2M +$44.9K +507 +4%
MA
583
Montag & Associates
Georgia
$1.2M
GJIC
584
Gamble Jones Investment Counsel
California
$1.2M -$52.9K -598 -4%
SA
585
SL Advisors
New Jersey
$1.19M -$498K -5,623 -30%
AF
586
Alerus Financial
North Dakota
$1.18M +$35K +395 +3%
IAMOG
587
Investors Asset Management of Georgia
Georgia
$1.18M -$9.82K -111 -0.8%
AAM
588
Auxier Asset Management
Oregon
$1.18M
LWAC
589
Laurel Wealth Advisors (California)
California
$1.17M -$73.6K -832 -6%
GIM
590
Guardian Investment Management
California
$1.16M
CCM
591
CrestPoint Capital Management
Missouri
$1.16M +$35.4K +400 +3%
FMBTD
592
First Midwest Bank Trust Division
Illinois
$1.14M +$28K +317 +3%
FT
593
Fiduciary Trust
Massachusetts
$1.14M +$5.84K +66 +0.5%
WWM
594
Willingdon Wealth Management
North Carolina
$1.14M -$830K -9,375 -43%
EOJOAM
595
E. Ohman J:or Asset Management
Sweden
$1.13M +$70.8K +800 +7%
SC
596
Schulhoff & Co
Ohio
$1.12M +$177 +2 +0%
WIC
597
Woodmont Investment Counsel
Tennessee
$1.11M -$19.7K -223 -2%
FCBT
598
First Citizens Bank & Trust
North Carolina
$1.1M -$710K -8,026 -40%
HCMT
599
Highland Capital Management (Tennessee)
Tennessee
$1.09M -$5.22M -58,976 -83%
DMK
600
David M. Knott
$1.07M

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.