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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
DG
651
Davidson & Garrard
Virginia
$600K -$152K -2,063 -20%
NRS
652
Neville Rodie & Shaw
New York
$599K +$3.69K +50 +0.6%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$596K +$15.4K +209 +3%
CWA
654
Cypress Wealth Advisors
California
$590K +$1.92K +26 +0.3%
RT
655
Rockland Trust
Massachusetts
$590K +$43.8K +594 +8%
ASN
656
Advisory Services Network
Georgia
$590K +$598K +8,106 New
Victory Capital Management
657
Victory Capital Management
Texas
$583K +$591K +8,009 New
CA
658
Cetera Advisors
Colorado
$571K +$81.9K +1,110 +16%
MBTD
659
Mechanics Bank - Trust Department
California
$570K -$12.9K -175 -2%
CIC
660
Carnegie Investment Counsel
Ohio
$560K +$536K +7,262 New
MYAM
661
Meiji Yasuda Asset Management
Japan
$558K -$95.9K -1,300 -14%
CL
662
Choreo LLC
Illinois
$558K +$48.8K +661 +10%
WF
663
Welch & Forbes
Massachusetts
$557K +$80.5K +1,091 +17%
GP
664
Girard Partners
Pennsylvania
$551K -$29.3K -397 -5%
TF
665
Tompkins Financial
New York
$543K -$29.5K -400 -5%
BAC
666
Boys Arnold & Co
North Carolina
$540K -$29.1K -395 -5%
CCA
667
Checchi Capital Advisers
California
$539K +$547K +7,408 New
PL
668
Parkwood LLC
Ohio
$538K +$269K +3,643 +97%
CFA
669
Carroll Financial Associates
North Carolina
$534K +$542K +7,350 New
PAM
670
Premier Asset Management
Illinois
$531K -$1.84K -25 -0.3%
III
671
Independent Investors Inc
New York
$531K +$539K +7,300 New
MIC
672
Meridian Investment Counsel
California
$524K
BTNA
673
Bremer Trust National Association
Minnesota
$524K +$130K +1,760 +32%
WKWM
674
Walter & Keenan Wealth Management
Indiana
$523K +$53.7K +728 +11%
GHAM
675
Gilman Hill Asset Management
Connecticut
$522K -$2.44K -33 -0.5%

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.