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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
Acadian Asset Management
801
Acadian Asset Management
Massachusetts
$397K -$180K -2,036 -31%
BFPW
802
BOK Financial Private Wealth
Colorado
$395K +$93.7K +1,059 +32%
WCM
803
Weatherstone Capital Management
Colorado
$386K
DI
804
Diligent Investors
California
$384K -$4.25K -48 -1%
WPW
805
Waldron Private Wealth
Pennsylvania
$382K
MWM
806
Modera Wealth Management
New Jersey
$381K -$12.5K -141 -3%
CIC
807
Chase Investment Counsel
Virginia
$381K
HFS
808
Haverford Financial Services
Pennsylvania
$380K -$3.01K -34 -0.8%
FLPIM
809
F.L. Putnam Investment Management
Massachusetts
$380K
WIP
810
Wellesley Investment Partners
Massachusetts
$378K -$8.85K -100 -2%
BMO
811
Beck Mack & Oliver
New York
$377K -$47.2K -533 -11%
MHIM
812
MacNealy Hoover Investment Management
Ohio
$377K -$14.7K -166 -4%
FNBTCON
813
First National Bank & Trust Co of Newtown
Pennsylvania
$377K
BFEC
814
Benjamin F. Edwards & Company
Missouri
$377K +$8.67K +98 +2%
RAM
815
Redmond Asset Management
Virginia
$375K
BHWM
816
Bar Harbor Wealth Management
New Hampshire
$373K -$38.9K -440 -10%
FNT
817
First National Trust
Pennsylvania
$371K +$22K +249 +6%
CHC
818
City Holding Co
West Virginia
$370K -$8.85K -100 -2%
HB
819
Homrich & Berg
Georgia
$369K -$3.98K -45 -1%
TCIM
820
TIAA CREF Investment Management
New York
$368K +$3.79M +42,829 +1%
DAS
821
Dynamic Advisor Solutions
Arizona
$368K -$21.1K -238 -5%
PWW
822
Pettyjohn Wood & White
Virginia
$359K -$1.59K -18 -0.4%
DLA
823
Douglas Lane & Associates
New York
$358K -$44.9K -508 -11%
BPCA
824
Bank Pictet & Cie (Asia)
Singapore
$358K
CA
825
Cornerstone Advisors
North Carolina
$358K

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.