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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
ST
851
Sentinel Trust
Texas
$242K
CCT
852
Capital City Trust
Florida
$241K -$50.9K -690 -17%
GIP
853
Granite Investment Partners
California
$240K +$243K +3,298 New
ATC
854
Argent Trust Co
Tennessee
$240K +$244K +3,304 New
Manulife (Manufacturers Life Insurance)
855
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$239K -$15.6M -210,993 -6%
PMFA
856
Plante Moran Financial Advisors
Michigan
$238K +$242K +3,275 New
OIA
857
Optimum Investment Advisors
Illinois
$237K
LCP
858
Lombardia Capital Partners
California
$235K
BCM
859
Brookstone Capital Management
Illinois
$234K +$79.2K +1,073 +50%
HIC
860
Hartline Investment Corp
Illinois
$233K -$775K -10,500 -77%
BEAM
861
Baker Ellis Asset Management
Washington
$233K
SSWM
862
Smith Salley Wealth Management
North Carolina
$233K
AF
863
Arrow Financial
New York
$232K +$3.69K +50 +2%
PIM
864
Parasol Investment Management
Illinois
$230K -$101K -1,375 -30%
HIMC
865
Heritage Investors Management Corp
Maryland
$227K -$74 -1 -0%
NL
866
NWAM LLC
Washington
$227K +$8.48K +115 +4%
OSNBOA
867
Old Second National Bank of Aurora
Illinois
$226K
FMWA
868
Forvis Mazars Wealth Advisors
Missouri
$226K +$885 +12 +0.4%
FAM
869
Formidable Asset Management
Ohio
$223K -$7.23K -98 -3%
FWP
870
FAS Wealth Partners
Kansas
$222K -$110K -1,497 -33%
HCM
871
Hodges Capital Management
Texas
$222K -$12.1K -164 -5%
LGC
872
Laurel Grove Capital
California
$222K
ANBTV
873
American National Bank & Trust (Virginia)
Virginia
$221K
EAM
874
Evanson Asset Management
California
$221K +$3.1K +42 +1%
CHC
875
City Holding Co
West Virginia
$221K +$170K +2,300 +313%

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.