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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
HI
951
Hudock Inc
Pennsylvania
$94K +$221 +3 +0.2%
AA
952
Apriem Advisors
California
$93K +$14.8K +200 +19%
EWM
953
Edge Wealth Management
New York
$91K
EFSCE
954
Enterprise Financial Services Corp (EFSC)
Missouri
$86K -$8.71K -118 -9%
AFIA
955
America First Investment Advisors
Nebraska
$84K
MFW
956
Mosaic Family Wealth
Missouri
$84K +$85.3K +1,156 New
BL
957
Balentine LLC
Georgia
$81K +$10.7K +145 +15%
QCG
958
Quadrant Capital Group
Ohio
$80K -$11.2K -152 -11%
CHP
959
Cable Hill Partners
Oregon
$73K +$26K +353 +55%
S
960
SignatureFD
Georgia
$72K -$8.41K -114 -10%
TFO
961
Tarbox Family Office
California
$69K +$70.2K +952 New
GWM
962
Gupta Wealth Management
California
$61K -$102K -1,387 -62%
EDRH
963
Edmond de Rothschild Holding
Switzerland
$60K
ZB
964
Zions Bancorporation
Utah
$56K -$3.47K -47 -6%
Carson Wealth (CWM LLC)
965
Carson Wealth (CWM LLC)
Nebraska
$54K -$1.03K -14 -2%
LWCFA
966
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K +$53.3K +722 New
M
967
MOTCO
Texas
$52K -$3.39K -46 -6%
VCM
968
Versant Capital Management
Arizona
$51K +$52.2K +707 New
KA
969
Klingman & Associates
New York
$50K +$37.8K +513 +305%
AIM
970
Arcadia Investment Management
Michigan
$48K +$47.4K +643 +2,796%
MCM
971
MV Capital Management
Maryland
$47K
CG
972
Colony Group
Massachusetts
$46K -$35K -475 -43%
ACM
973
Argentus Capital Management
Texas
$45K -$578K -7,841 -93%
TIM
974
Tortoise Investment Management
New York
$44K +$14.8K +200 +49%
EDRS
975
Edmond de Rothschild (Suisse)
Switzerland
$43K

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.