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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
CAMG
776
CWA Asset Management Group
Florida
$334K +$339K +4,589 New
WSC
777
Wellington Shields & Co
New York
$333K
QSS
778
Quantitative Systematic Strategies
Florida
$329K +$329K +4,462 New
FCH
779
Freestone Capital Holdings
Washington
$325K +$37.1K +503 +13%
MCM
780
Murphy Capital Management
New Jersey
$324K -$62.6K -849 -16%
MHIM
781
MacNealy Hoover Investment Management
Ohio
$324K
ACM
782
Alpha Capital Management
Texas
$324K +$329K +4,457 New
ACS
783
Archford Capital Strategies
Illinois
$322K +$5.61K +76 +2%
WPW
784
Waldron Private Wealth
Pennsylvania
$321K -$2.14K -29 -0.7%
OSAM
785
O'Shaughnessy Asset Management
Connecticut
$320K +$91.2K +1,236 +39%
WIP
786
Wellesley Investment Partners
Massachusetts
$315K +$319K +4,330 New
DIA
787
Denver Investment Advisors
Colorado
$315K +$320K +4,333 New
FWM
788
Frontier Wealth Management
Missouri
$313K
OWP
789
Obermeyer Wealth Partners
Colorado
$312K -$2.51K -34 -0.8%
BFC
790
Blue Fin Capital
Rhode Island
$311K -$26.6K -360 -8%
DWA
791
Douglass Winthrop Advisors
New York
$311K
CT
792
Chicago Trust
Illinois
$308K -$165K -2,235 -35%
CCFCSB
793
Cape Cod Five Cents Savings Bank
Massachusetts
$307K +$4.65K +63 +2%
FNBTCON
794
First National Bank & Trust Co of Newtown
Pennsylvania
$306K
CCM
795
Coldstream Capital Management
Washington
$305K -$5.61K -76 -2%
FWCM
796
Ferguson Wellman Capital Management
Oregon
$304K -$295 -4 -0.1%
KTC
797
Kistler-Tiffany Companies
Pennsylvania
$304K +$9.52K +129 +3%
FLPIM
798
F.L. Putnam Investment Management
Massachusetts
$301K +$12.3K +167 +4%
PG
799
Patten Group
Tennessee
$300K -$7.38K -100 -2%
VFS
800
VSR Financial Services
Kansas
$297K +$2.88K +39 +1%

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.