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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
IPC
1001
Independent Portfolio Consultants
Florida
$21K -$13.3K -180 -38%
JAM
1002
Jolley Asset Management
North Carolina
$21K
GAM
1003
Gemmer Asset Management
California
$19K
ST
1004
Somerset Trust
Pennsylvania
$18K
WA
1005
WealthTrust-Arizona
Arizona
$18K +$4.94K +67 +37%
HF
1006
Hoxton Financial
West Virginia
$18K +$7.38K +100 +66%
BIM
1007
Barton Investment Management
Pennsylvania
$18K +$17.8K +241 New
LWM
1008
LBA Wealth Management
Florida
$17K -$88.5K -1,200 -84%
MFBTD
1009
MB Financial Bank - Trust Department
Illinois
$17K
AF
1010
Allworth Financial
California
$16K -$3.47K -47 -18%
OC
1011
Oakworth Capital
Alabama
$16K
HCM
1012
Highlander Capital Management
New Jersey
$16K +$74 +1 +0.5%
MUS
1013
Mitsubishi UFJ Securities
Japan
$16K +$16.2K +220 New
WAS
1014
WESPAC Advisors SoCal
California
$16K +$17K +230 New
TWMP
1015
Taylor Wealth Management Partners
Massachusetts
$15K
TFA
1016
Transamerica Financial Advisors
Florida
$13K
CWM
1017
Cranbrook Wealth Management
Michigan
$12K
JWA
1018
JFS Wealth Advisors
Pennsylvania
$12K
GP
1019
GLG Partners
United Kingdom
$12K +$12.2K +165 New
JFA
1020
JNBA Financial Advisors
Minnesota
$11K
DPA
1021
Delphi Private Advisors
California
$11K +$11.7K +158 New
TSU
1022
TD Securities (USA)
New York
$10K -$15.2K -206 -61%
VIA
1023
Vantage Investment Advisors
Pennsylvania
$10K -$3.69K -50 -27%
SMG
1024
Spectrum Management Group
Indiana
$10K
AWMS
1025
Advocacy Wealth Management Services
Georgia
$10K +$10.3K +139 New

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.