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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
Los Angeles Capital Management
701
Los Angeles Capital Management
California
$503K -$2.59M -34,675 -84%
CFG
702
Citizens Financial Group
Rhode Island
$503K -$45.6K -610 -9%
CFA
703
Carroll Financial Associates
North Carolina
$499K -$73.9K -987 -13%
STMM
704
South Texas Money Management
Texas
$498K -$25.1K -336 -5%
NAM
705
Needelman Asset Management
California
$492K
UBWV
706
United Bank (West Virginia)
West Virginia
$492K +$29.3K +392 +7%
NGA
707
Naples Global Advisors
Florida
$491K -$37.3K -499 -7%
RMCM
708
Reynders McVeigh Capital Management
Massachusetts
$488K
KIC
709
Keating Investment Counselors
Florida
$487K +$74.8K +999 +19%
SPC
710
Sigma Planning Corp
Michigan
$486K +$18.3K +244 +4%
HC
711
Hourglass Capital
Texas
$482K
MWAC
712
Mariner Wealth Advisors (Cincinnati)
Ohio
$481K +$6.81K +91 +2%
III
713
Independent Investors Inc
New York
$479K -$89.8K -1,200 -16%
YP
714
Yellowstone Partners
Idaho
$479K +$456K +6,092 New
ANRIA
715
American National Registered Investment Advisor
Texas
$475K
MAM
716
Mastrapasqua Asset Management
Tennessee
$475K +$18.7K +250 +4%
BO
717
Bank OZK
Arkansas
$473K -$10.6K -141 -2%
NJBEST
718
New Jersey Better Educational Savings Trust
New Jersey
$471K +$449K +6,000 New
HCMNY
719
Howard Capital Management (New York)
New York
$469K
DLA
720
Douglas Lane & Associates
New York
$469K +$447K +5,973 New
KCM
721
Kanawha Capital Management
Virginia
$457K -$10.3K -137 -2%
PFS
722
Prospera Financial Services
Texas
$457K +$16.7K +223 +4%
AW
723
ACG Wealth
Georgia
$457K +$436K +5,821 New
HCA
724
Harbour Capital Advisors
Virginia
$456K +$434K +5,800 New
BFM
725
Boston Financial Management
Massachusetts
$454K

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.