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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
UFA
1001
US Financial Advisors
Massachusetts
$40K -$124K -1,660 -76%
IWC
1002
Integrated Wealth Counsel
California
$39K
CK
1003
Carnick & Kubik
Colorado
$39K +$36.7K +491 New
BAM
1004
Brave Asset Management
New Jersey
$38K
JWA
1005
JFS Wealth Advisors
Pennsylvania
$37K +$23.2K +310 +193%
TWMP
1006
Taylor Wealth Management Partners
Massachusetts
$35K +$18.7K +250 +125%
AIM
1007
Advantage Investment Management
Iowa
$33K
EMG
1008
ETF Managers Group
New Jersey
$33K +$27.1K +362 New
CYG
1009
Clean Yield Group
Vermont
$33K +$32.4K +433 New
CCMW
1010
Cypress Capital Management (Wyoming)
Wyoming
$32.9K
TIM
1011
Tortoise Investment Management
New York
$32K -$15K -200 -33%
MA
1012
MCF Advisors
Kentucky
$32K
1832 Asset Management
1013
1832 Asset Management
Ontario, Canada
$29K -$1.27K -17 -4%
RWG
1014
Regal Wealth Group
California
$29K
HF
1015
Hoxton Financial
West Virginia
$28K +$7.48K +100 +40%
RFS
1016
Rockefeller Financial Services
New York
$26K
CP
1017
Corbenic Partners
Pennsylvania
$25K -$19.5K -261 -46%
SAM
1018
Shamrock Asset Management
Texas
$25K
AA
1019
AlphaMark Advisors
Kentucky
$24K
HRC
1020
Hoertkorn Richard Charles
$24K
WA
1021
WealthTrust-Arizona
Arizona
$23K +$3.44K +46 +18%
JAM
1022
Jolley Asset Management
North Carolina
$22K
AC
1023
Alexandria Capital
Virginia
$21K -$3.37K -45 -14%
MWM
1024
MinichMacGregor Wealth Management
New York
$21K +$20.2K +270 New
GAM
1025
Gemmer Asset Management
California
$20K

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.