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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
NCM
901
Novare Capital Management
North Carolina
$200K +$203K +2,755 New
MWP
902
MYCIO Wealth Partners
Pennsylvania
$199K
DBT
903
Dubuque Bank & Trust
Iowa
$198K +$201K +2,718 New
MCM
904
Manchester Capital Management
Vermont
$194K +$43.7K +592 +29%
PCMM
905
Private Capital Management (Minnesota)
Minnesota
$193K +$196K +2,650 New
TWA
906
TCI Wealth Advisors
Arizona
$183K
AFP
907
Ausdal Financial Partners
Iowa
$183K +$185K +2,514 New
PSI
908
Pinnacle Summer Investments
Virginia
$176K -$14.7K -199 -8%
AIA
909
Allegis Investment Advisors
Idaho
$175K +$177K +2,402 New
SCA
910
Stuart Chaussee & Associates
California
$172K +$174K +2,358 New
ADL
911
Asset Dedication LLC
California
$170K +$173K +2,340 New
JWM
912
Jacobus Wealth Management
Wisconsin
$168K +$28.8K +390 +20%
CSS
913
Cubist Systematic Strategies
Connecticut
$167K -$1.01M -13,707 -86%
MCA
914
Mercer Capital Advisers
New Jersey
$166K +$7.38K +100 +5%
LOAMS
915
Lombard Odier Asset Management (Switzerland)
Switzerland
$165K -$104K -1,412 -39%
KPCM
916
Kings Point Capital Management
New York
$163K -$1.55K -21 -0.9%
UFA
917
US Financial Advisors
Massachusetts
$158K +$27.7K +375 +21%
DSC
918
Duncker Streett & Co
Missouri
$157K +$148 +2 +0.1%
SEC
919
Seven Eight Capital
New York
$153K -$229K -3,100 -60%
WP
920
WealthPLAN Partners
Nebraska
$153K +$414K +5,612 New
VNA
921
Valley National Advisers
Pennsylvania
$152K +$9.66K +131 +7%
JFL
922
Jarislowsky, Fraser Ltd
Quebec, Canada
$152K +$846K +11,463 +8%
ARMC
923
American Research & Management Company
Massachusetts
$147K -$3.02K -41 -2%
OFS
924
Orrstown Financial Services
Pennsylvania
$143K
LWM
925
Lenox Wealth Management
Ohio
$140K +$142K +1,927 New

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.