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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
VFA
751
Voya Financial Advisors
Connecticut
$495K +$63.5K +718 +15%
FWM
752
Frontier Wealth Management
Missouri
$494K -$885 -10 -0.2%
PFS
753
Physicians Financial Services
North Carolina
$492K +$25.5K +288 +6%
STMM
754
South Texas Money Management
Texas
$487K -$61.1K -691 -11%
DAM
755
Delta Asset Management
Tennessee
$484K
HWM
756
Heartwood Wealth Management
United Kingdom
$483K
ZF
757
Zhang Financial
Michigan
$481K
S
758
SignatureFD
Georgia
$481K +$48.3K +546 +11%
JFA
759
JNBA Financial Advisors
Minnesota
$481K +$463K +5,228 +3,462%
GIP
760
Greatmark Investment Partners
Georgia
$480K +$15.5K +175 +3%
DP
761
Dearborn Partners
Illinois
$477K
BA
762
Boston Advisors
Massachusetts
$474K -$16.7K -189 -3%
SBSB
763
Sullivan, Bruyette, Speros & Blaney
Virginia
$473K +$72.8K +823 +18%
RCAMU
764
Rothschild & Co Asset Management US
Connecticut
$471K +$466K +5,262 New
WCM
765
Windward Capital Management
California
$468K +$184K +2,083 +66%
SKK
766
Shepherd Kaplan Krochuk
Massachusetts
$467K -$19.5K -220 -4%
WDA
767
Wendell David Associates
New Hampshire
$466K
QSS
768
Quantitative Systematic Strategies
Florida
$465K -$464K -5,240 -50%
BHBT
769
Burke & Herbert Bank & Trust
Virginia
$464K
PFSC
770
Peoples Financial Services Corp
Pennsylvania
$462K
LCOV
771
London Company of Virginia
Virginia
$458K
FFA
772
First Foundation Advisors
California
$458K +$1.33K +15 +0.3%
GC
773
Gratus Capital
Georgia
$457K +$95.7K +1,082 +27%
IR
774
Invictus RG
Bermuda
$457K +$451K +5,102 New
ICM
775
IMS Capital Management
Oregon
$454K +$68.4K +773 +18%

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.