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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
PWAP
776
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$374K
OSAM
777
O'Shaughnessy Asset Management
Connecticut
$371K +$22.6K +302 +7%
MYAM
778
Meiji Yasuda Asset Management
Japan
$370K -$222K -2,960 -39%
DAS
779
Dynamic Advisor Solutions
Arizona
$367K -$3.44K -46 -1%
AR
780
Advisory Research
Illinois
$365K -$17.4K -232 -5%
BHWM
781
Bar Harbor Wealth Management
New Hampshire
$363K +$45.3K +605 +15%
AOWM
782
Alpha Omega Wealth Management
Virginia
$361K
WSC
783
Wellington Shields & Co
New York
$360K
ASN
784
Advisory Services Network
Georgia
$358K -$266K -3,548 -44%
CCFCSB
785
Cape Cod Five Cents Savings Bank
Massachusetts
$356K +$22.8K +305 +7%
MHIM
786
MacNealy Hoover Investment Management
Ohio
$350K
BMO
787
Beck Mack & Oliver
New York
$349K +$29.9K +400 +10%
ACS
788
Archford Capital Strategies
Illinois
$346K -$973 -13 -0.3%
HFS
789
Haverford Financial Services
Pennsylvania
$341K +$76.1K +1,017 +31%
WIP
790
Wellesley Investment Partners
Massachusetts
$340K
FWM
791
Frontier Wealth Management
Missouri
$340K +$2.25K +30 +0.7%
TFA
792
Toth Financial Advisory
Virginia
$340K +$51.7K +691 +19%
WCM
793
Weatherstone Capital Management
Colorado
$339K +$323K +4,315 New
DIA
794
Denver Investment Advisors
Colorado
$338K -$1.95K -26 -0.6%
CAM
795
Carret Asset Management
New York
$338K +$322K +4,306 New
WPW
796
Waldron Private Wealth
Pennsylvania
$337K -$9.28K -124 -3%
OWP
797
Obermeyer Wealth Partners
Colorado
$337K
DWA
798
Douglass Winthrop Advisors
New York
$336K
GIP
799
Granite Investment Partners
California
$336K +$73.3K +980 +30%
WEC
800
Winslow Evans & Crocker
Massachusetts
$336K +$14.9K +199 +5%

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.