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Kraft Heinz

1,049 hedge funds and large institutions have $54.8B invested in Kraft Heinz in 2015 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 382 increasing their positions, 346 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $700M | Put options by funds: $180M

175% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 61

10% more repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 346

10% more funds holding

Funds holding: 9521,049 (+97)

3% more capital invested

Capital invested by funds: $53.5B → $54.8B (+$1.4B)

18% less funds holding in top 10

Funds holding in top 10: 3327 (-6)

Holders
1,049
Holders Change
+97
Holders Change %
+10.19%
% of All Funds
27.52%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.71%
New
168
Increased
382
Reduced
346
Closed
61
Calls
$700M
Puts
$180M
Net Calls
+$520M
Net Calls Change
+$170M
Name Holding Trade Value Shares
Change
Change in
Stake
IB
601
Intrust Bank
Kansas
$851K +$40.6K +551 +5%
FANJ
602
Financial Architects (New Jersey)
New Jersey
$849K +$3.62K +49 +0.4%
NB
603
NBT Bank
New York
$822K -$12.2K -165 -1%
LH
604
Lebenthal Holdings
New York
$816K +$102K +1,384 +14%
CWM
605
Cedar Wealth Management
California
$814K +$825K +11,184 New
AT
606
Argent Trust
Texas
$808K +$312K +4,232 +62%
IIM
607
Intact Investment Management
Quebec, Canada
$800K +$812K +11,000 New
AMIM
608
Aull & Monroe Investment Management
Alabama
$788K -$7.38K -100 -0.9%
OA
609
Oxbow Advisors
Texas
$779K
HWA
610
Heritage Wealth Advisors
Virginia
$766K -$11.4K -155 -1%
AP
611
Advisor Partners
California
$759K -$78.5K -1,064 -9%
SWP
612
Stratos Wealth Partners
Ohio
$758K -$628K -8,506 -45%
WG
613
Welch Group
Alabama
$756K +$11.3K +153 +1%
WF
614
WealthTrust Fairport
Ohio
$753K -$12.2K -165 -2%
NIC
615
Northwest Investment Counselors
Oregon
$737K -$229K -3,102 -23%
BUB
616
BBVA USA Bancshares
Texas
$728K -$360K -4,874 -33%
WS
617
Wedbush Securities
California
$725K +$47.4K +642 +7%
ICAS
618
Investors Capital Advisory Services
Massachusetts
$718K -$61.1K -828 -8%
RMAM
619
Raab & Moskowitz Asset Management
New Jersey
$716K -$74.7K -1,013 -9%
BCMO
620
Buckingham Capital Management (Ohio)
Ohio
$709K +$14.3K +194 +2%
FPB
621
First PREMIER Bank
South Dakota
$703K +$712K +9,657 New
WSFS
622
Wilmington Savings Fund Society
Delaware
$702K -$72.7K -985 -9%
RW
623
Rand Wealth
Maryland
$702K +$712K +9,647 New
SBA
624
Seven Bridges Advisors
New York
$698K +$708K +9,597 New
BAM
625
Burnham Asset Management
New York
$697K +$14.8K +200 +2%

KHC Hedge Fund Activity: Q4 2015 in Review

1,049 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q4 2015, worth a combined $54.8B — up 2.6% from $53.5B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new KHC positions and 61 closed out — a net gain of 107 holders — while 382 added to existing stakes and 346 trimmed.

The largest buyer was UBS Group, adding an estimated $542M. The largest seller was State Street, cutting an estimated $657M.

  • 1,049 institutional investors held Kraft Heinz (KHC) as of Q4 2015, up from 952 in Q3 2015.
  • Funds reported $54.8B of Kraft Heinz stock for Q4 2015, up 2.6% quarter-over-quarter.
  • 168 funds opened new Kraft Heinz positions in Q4 2015 and 61 closed out, a net change of +107 holders.
  • The largest Kraft Heinz buyer in Q4 2015 was UBS Group, an estimated $542M added.
  • The largest Kraft Heinz seller in Q4 2015 was State Street, an estimated $657M sold.

Based on aggregated 13F filings for Q4 2015.