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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
FQ
751
First Quadrant
California
$371K
ACP
752
Aviance Capital Partners
Florida
$371K +$35.3K +478 +10%
GC
753
Gratus Capital
Georgia
$370K +$41.4K +561 +12%
HR
754
Howe & Rusling
New York
$369K +$5.61K +76 +2%
BHBT
755
Burke & Herbert Bank & Trust
Virginia
$367K +$12.2K +166 +3%
HL
756
HeadInvest LLC
Maine
$366K -$88.5K -1,200 -19%
CIC
757
Canal Insurance Company
South Carolina
$364K
CB
758
Chemical Bank
Michigan
$364K
SIG
759
Schooner Investment Group
Pennsylvania
$364K
SMC
760
S. Muoio & Co
New York
$364K +$369K +5,000 New
SRSA
761
S.R. Schill & Associates
Washington
$363K
MCWS
762
McKinley Carter Wealth Services
West Virginia
$358K
TBA
763
Tower Bridge Advisors
Pennsylvania
$357K
AR
764
Advisory Research
Illinois
$354K -$456K -6,179 -56%
RMDI
765
R.M. Davis Inc
Maine
$354K -$44.3K -600 -11%
HB
766
Homrich & Berg
Georgia
$353K +$358K +4,852 New
BC
767
Bartlett & Co
Ohio
$351K -$3.32K -45 -0.9%
BCM
768
Bluefin Capital Management
New York
$350K +$355K +4,813 New
PWAP
769
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$346K -$2.51K -34 -0.7%
SMC
770
Smith, Moore & Co
Missouri
$345K +$350K +4,748 New
DAS
771
Dynamic Advisor Solutions
Arizona
$344K +$1.03K +14 +0.3%
PWMAG
772
Pinnacle Wealth Management Advisory Group
New Jersey
$343K +$19.8K +269 +6%
DA
773
Dillon & Associates
Michigan
$341K -$7.38K -100 -2%
RCAG
774
Rehmann Capital Advisory Group
Michigan
$340K -$2.07K -28 -0.6%
AOWM
775
Alpha Omega Wealth Management
Virginia
$335K +$339K +4,599 New

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.