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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
AFIA
976
America First Investment Advisors
Nebraska
$90K
S
977
SignatureFD
Georgia
$87K +$8.38K +112 +11%
GWM
978
Gupta Wealth Management
California
$84K +$17.7K +236 +28%
DOA
979
D'Orazio & Associates
Virginia
$79K +$36.6K +489 +95%
CHP
980
Cable Hill Partners
Oregon
$77K -$2.25K -30 -3%
TFO
981
Tarbox Family Office
California
$75K +$224 +3 +0.3%
PFBT
982
Parkside Financial Bank & Trust
Missouri
$73K -$30.8K -412 -31%
MFW
983
Mosaic Family Wealth
Missouri
$64K -$25.3K -338 -29%
EDRH
984
Edmond de Rothschild Holding
Switzerland
$64K
LWCFA
985
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$57K
M
986
MOTCO
Texas
$57K
AIM
987
Arcadia Investment Management
Michigan
$57K +$4.34K +58 +9%
VCM
988
Versant Capital Management
Arizona
$54K -$1.27K -17 -2%
KA
989
Klingman & Associates
New York
$53K
TCM
990
Tradewinds Capital Management
Washington
$53K +$24.8K +332 +95%
ZB
991
Zions Bancorporation
Utah
$51K -$8.9K -119 -15%
MCM
992
MV Capital Management
Maryland
$50K
TJHA
993
Thomas J. Herzfeld Advisors
Florida
$48K +$45.5K +608 New
DLHL
994
Donald L. Hagan LLC
Florida
$48K +$46.2K +617 New
EDRS
995
Edmond de Rothschild (Suisse)
Switzerland
$46K
TAM
996
Troy Asset Management
United Kingdom
$45K
IPC
997
Independent Portfolio Consultants
Florida
$44K +$19.8K +265 +90%
CFA
998
CT Financial Advisors
Pennsylvania
$43.4K
CAW
999
Cornerstone Advisors (Washington)
Washington
$42K +$5.76K +77 +17%
PSC
1000
Prentiss Smith & Co
Vermont
$41K

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.