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
HH
601
Hilltop Holdings
Texas
$1.06M -$638K -7,216 -38%
TNBTD
602
Trustmark National Bank Trust Department
Mississippi
$1.06M -$205K -2,314 -16%
BHB
603
Bank Hapoalim BM
Israel
$1.06M
CBTWT
604
Community Bank & Trust (Waco, Texas)
Texas
$1.05M
CCM
605
Catawba Capital Management
Virginia
$1.05M -$460K -5,195 -31%
DG
606
Davidson & Garrard
Virginia
$1.05M +$19.8K +224 +2%
CB
607
Community Bank
New York
$1.05M
NB
608
NBT Bank
New York
$1.03M +$1.77K +20 +0.2%
BBHC
609
Brown Brothers Harriman & Co
New York
$1.02M -$71.5K -808 -7%
W
610
Wealthfront
California
$1.02M +$227K +2,560 +29%
Victory Capital Management
611
Victory Capital Management
Texas
$1.02M +$334K +3,770 +50%
MYAM
612
Meiji Yasuda Asset Management
Japan
$1.01M +$45.6K +515 +5%
BCMO
613
Buckingham Capital Management (Ohio)
Ohio
$1.01M -$11.2K -127 -1%
GWM
614
Geneos Wealth Management
Colorado
$1.01M +$87.2K +985 +10%
LAM
615
Lebenthal Asset Management
New York
$1.01M -$803K -9,077 -45%
IHL
616
Investment House LLC
California
$1M +$11.1K +125 +1%
FHA
617
First Horizon Advisors
Tennessee
$1M +$330K +3,731 +49%
MIAN
618
Mariner Independent Advisor Network
Kansas
$1M +$992K +11,213 New
LA
619
Lynch & Associates
Indiana
$988K -$187K -2,111 -16%
OMCS
620
Old Mutual Customised Solutions
South Africa
$976K
WF
621
WealthTrust Fairport
Ohio
$973K +$88 +1 +0%
MJRIC
622
Mogy Joel R Investment Counsel
California
$966K
HWA
623
Heritage Wealth Advisors
Virginia
$965K +$88 +1 +0%
HDIM
624
Hanson & Doremus Investment Management
Vermont
$961K -$42.5K -480 -4%
HCM
625
HM Capital Management
Missouri
$958K

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.