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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
HCA
976
Horan Capital Advisors
Ohio
$206K
CC
977
Cedar Capital
Illinois
$205K -$5.22K -59 -3%
PIM
978
Parasol Investment Management
Illinois
$204K -$43.4K -490 -18%
MCA
979
Mercer Capital Advisers
New Jersey
$204K
SAM
980
Summit Asset Management
Tennessee
$203K +$88 +1 +0%
TWA
981
TCI Wealth Advisors
Arizona
$203K +$1.77K +20 +0.9%
RMC
982
Regis Management Company
California
$203K +$200K +2,263 New
RWA
983
RGT Wealth Advisors
Texas
$203K +$200K +2,264 New
KFA
984
Kelleher Financial Advisors
New York
$202K -$35.4K -400 -15%
SFM
985
Signature Financial Management
Virginia
$201K +$200K +2,256 New
GLI
986
Guardian Life Insurance
New York
$200K
BL
987
Balentine LLC
Georgia
$200K +$20.4K +231 +12%
IIC
988
Integrated Investment Consultants
Michigan
$198K
VNA
989
Valley National Advisers
Pennsylvania
$197K
LWM
990
Lenox Wealth Management
Ohio
$192K +$17.7K +200 +10%
ADL
991
Asset Dedication LLC
California
$189K
VOYA Investment Management
992
VOYA Investment Management
Georgia
$181K -$3.89M -43,923 -2%
FQ
993
First Quadrant
California
$179K
QCG
994
Quadrant Capital Group
Ohio
$178K +$41.1K +465 +28%
ARMC
995
American Research & Management Company
Massachusetts
$173K +$1.42K +16 +0.8%
ECM
996
Estabrook Capital Management
New York
$171K
First Eagle Investment Management
997
First Eagle Investment Management
New York
$165K
KLI
998
Kelman-Lazarov Inc
Tennessee
$164K -$29.5K -333 -15%
CBT
999
Central Bank & Trust
Kentucky
$161K
MMG
1000
Monetary Management Group
Missouri
$160K

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.