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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
SWA
901
Sutton Wealth Advisors
Florida
$265K
Fisher Asset Management
902
Fisher Asset Management
Washington
$265K -$1.59K -18 -0.6%
BFC
903
Blue Fin Capital
Rhode Island
$263K
OSNBOA
904
Old Second National Bank of Aurora
Illinois
$262K
FWCM
905
Ferguson Wellman Capital Management
Oregon
$258K
WP
906
WealthPLAN Partners
Nebraska
$258K -$245K -2,769 -49%
HA
907
Halsey Associates
Connecticut
$257K
FNT
908
First Nebraska Trust
Nebraska
$256K +$17.7K +200 +8%
BC
909
Burney Company
Virginia
$256K -$15.8K -179 -6%
RBC
910
Ronald Blue & Co
Georgia
$255K -$4.42K -50 -2%
AIIMS
911
Analyst IMS Investment Management Services
Israel
$255K -$1.77K -20 -0.7%
MAA
912
Matrix Asset Advisors
New York
$254K
NL
913
NWAM LLC
Washington
$251K -$5.66K -64 -2%
ABTD
914
Arvest Bank Trust Division
Oklahoma
$251K +$248K +2,807 New
1SB
915
1ST Source Bank
Indiana
$251K +$249K +2,812 New
PP
916
Prudential plc
United Kingdom
$250K +$22.1K +250 +10%
HFA
917
High Falls Advisors
New York
$250K +$247K +2,792 New
CCM
918
Chilton Capital Management
Texas
$246K -$128K -1,450 -35%
BAM
919
Bruderman Asset Management
New York
$246K +$88 +1 +0%
CPIG
920
Chicago Partners Investment Group
Illinois
$245K -$17.7K -200 -7%
CCG
921
Cypress Capital Group
Florida
$245K
LNC
922
Lincoln National Corp
Pennsylvania
$244K -$1.13M -12,774 -82%
WIS
923
Wright Investors Service
Connecticut
$244K +$3.72K +42 +2%
BIM
924
Bridges Investment Management
Nebraska
$241K
SBH
925
Segall Bryant & Hamill
Illinois
$241K

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.