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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
AT
601
Argent Trust
Texas
$897K +$23.7K +317 +3%
MBT
602
Monroe Bank & Trust
Michigan
$896K -$65K -869 -7%
FNB
603
First Niagara Bank
New York
$886K -$107K -1,432 -11%
CA
604
Cetera Advisors
Colorado
$870K +$239K +3,197 +41%
BIC
605
Bridges Investment Counsel
Nebraska
$862K +$822K +10,978 New
OMCS
606
Old Mutual Customised Solutions
South Africa
$856K -$180K -2,400 -18%
MJRIC
607
Mogy Joel R Investment Counsel
California
$848K +$727K +9,711 +900%
HWA
608
Heritage Wealth Advisors
Virginia
$846K +$18.9K +253 +2%
FSA
609
Financial Sense Advisors
California
$841K -$227K -3,030 -22%
CCT
610
Chemung Canal Trust
New York
$829K -$241K -3,218 -23%
Toronto Dominion Bank
611
Toronto Dominion Bank
Ontario, Canada
$823K -$903K -12,073 -54%
WG
612
Welch Group
Alabama
$817K +$1.42K +19 +0.2%
GWM
613
Geneos Wealth Management
Colorado
$814K +$771K +10,303 New
HCM
614
HM Capital Management
Missouri
$812K +$774K +10,342 New
AMIM
615
Aull & Monroe Investment Management
Alabama
$808K -$41K -548 -5%
WF
616
WealthTrust Fairport
Ohio
$807K -$4.94K -66 -0.6%
MWP
617
MYCIO Wealth Partners
Pennsylvania
$806K +$562K +7,515 +274%
BCMO
618
Buckingham Capital Management (Ohio)
Ohio
$805K +$38.1K +509 +5%
BSA
619
Braun Stacey Associates
New York
$801K -$1.3M -17,307 -63%
Verition Fund Management
620
Verition Fund Management
Connecticut
$801K +$498K +6,653 +188%
OA
621
Oxbow Advisors
Texas
$795K -$43.7K -584 -5%
Rafferty Asset Management
622
Rafferty Asset Management
New York
$791K -$988K -13,201 -57%
CWP
623
Capital Wealth Planning
Florida
$784K +$455K +6,080 +156%
IHL
624
Investment House LLC
California
$779K +$37.4K +500 +5%
FIM
625
Freedom Investment Management
Connecticut
$774K +$217K +2,897 +42%

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.