We are live on ! Find out more
KHC icon

Kraft Heinz

1,074 hedge funds and large institutions have $59.2B invested in Kraft Heinz in 2016 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 434 increasing their positions, 356 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

422% more call options, than puts

Call options by funds: $974M | Put options by funds: $187M

49% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 76

22% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 356

8% more capital invested

Capital invested by funds: $54.8B → $59.2B (+$4.34B)

2% more funds holding

Funds holding: 1,0491,074 (+25)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
1,074
Holders Change
+25
Holders Change %
+2.38%
% of All Funds
28.62%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.67%
New
113
Increased
434
Reduced
356
Closed
76
Calls
$974M
Puts
$187M
Net Calls
+$788M
Net Calls Change
+$268M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
951
AssetMark Inc
California
$142K +$13.5K +181 +11%
PHK
952
Point72 Hong Kong
Hong Kong
$141K +$105K +1,400 +350%
CAL
953
Capital Advisors Ltd
Ohio
$137K +$374 +5 +0.3%
WTB
954
Washington Trust Bank
Washington
$137K +$18.5K +247 +17%
RFA
955
Reilly Financial Advisors
California
$136K +$17.1K +228 +15%
MMG
956
Monetary Management Group
Missouri
$135K
FWM
957
Focused Wealth Management
New York
$135K +$5.54K +74 +5%
VCM
958
Vigilant Capital Management
Maine
$129K
ACM
959
Armbruster Capital Management
New York
$128K -$5.99K -80 -5%
BL
960
Balentine LLC
Georgia
$126K +$36.3K +485 +43%
SAMC
961
Shinko Asset Management Company
Japan
$125K -$9.58K -128 -7%
WA
962
Winfield Associates
Ohio
$123K +$13.5K +180 +13%
OFS
963
Orrstown Financial Services
Pennsylvania
$118K -$34.9K -466 -24%
WOC
964
West Oak Capital
California
$114K
QCG
965
Quadrant Capital Group
Ohio
$113K +$26.6K +355 +30%
AA
966
Apriem Advisors
California
$112K +$11.2K +150 +12%
BKA
967
Brick & Kyle Associates
Pennsylvania
$104K
HI
968
Hudock Inc
Pennsylvania
$102K +$150 +2 +0.2%
FIB
969
First Interstate Bank
Montana
$100K -$23.6K -316 -20%
ST
970
Smithfield Trust
Pennsylvania
$99K -$24.9K -333 -21%
EWM
971
Edge Wealth Management
New York
$98K
SBA
972
Seven Bridges Advisors
New York
$95K -$628K -8,392 -87%
MUS
973
Mitsubishi UFJ Securities
Japan
$95K +$74.1K +990 +450%
EFSCE
974
Enterprise Financial Services Corp (EFSC)
Missouri
$93K
Carson Wealth (CWM LLC)
975
Carson Wealth (CWM LLC)
Nebraska
$93K +$33.2K +444 +60%

KHC Hedge Fund Activity: Q1 2016 in Review

1,074 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q1 2016, worth a combined $59.2B — up 7.9% from $54.8B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new KHC positions and 76 closed out — a net gain of 37 holders — while 434 added to existing stakes and 356 trimmed.

The largest buyer was Sculptor Capital, opening a new position worth an estimated $232M. The largest seller was UBS Group, cutting an estimated $530M.

  • 1,074 institutional investors held Kraft Heinz (KHC) as of Q1 2016, up from 1,049 in Q4 2015.
  • Funds reported $59.2B of Kraft Heinz stock for Q1 2016, up 7.9% quarter-over-quarter.
  • 113 funds opened new Kraft Heinz positions in Q1 2016 and 76 closed out, a net change of +37 holders.
  • The largest Kraft Heinz buyer in Q1 2016 was Sculptor Capital, an estimated $232M added.
  • The largest Kraft Heinz seller in Q1 2016 was UBS Group, an estimated $530M sold.

Based on aggregated 13F filings for Q1 2016.