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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
CAL
1001
Capital Advisors Ltd
Ohio
$157K +$354 +4 +0.2%
FWM
1002
Focused Wealth Management
New York
$155K -$885 -10 -0.6%
BA
1003
BKS Advisors
Michigan
$154K -$54.2K -613 -26%
VCM
1004
Vigilant Capital Management
Maine
$147K -$10K -113 -6%
MFW
1005
Mosaic Family Wealth
Missouri
$147K +$79.6K +900 +121%
ACM
1006
Armbruster Capital Management
New York
$146K +$1.68K +19 +1%
WA
1007
Winfield Associates
Ohio
$141K +$88 +1 +0.1%
FFC
1008
First Financial Corp
Indiana
$140K -$13.9K -157 -9%
AssetMark Inc
1009
AssetMark Inc
California
$139K -$7.25K -82 -5%
WOC
1010
West Oak Capital
California
$139K +$8.85K +100 +7%
SAMC
1011
Shinko Asset Management Company
Japan
$137K -$5.04K -57 -4%
QAM
1012
QCI Asset Management
New York
$136K
AWM
1013
Avior Wealth Management
Nebraska
$132K
BCP
1014
Blue Chip Partners
Michigan
$130K +$531 +6 +0.4%
EFSCE
1015
Enterprise Financial Services Corp (EFSC)
Missouri
$130K +$15.2K +172 +13%
AA
1016
Apriem Advisors
California
$127K
RFA
1017
Reilly Financial Advisors
California
$126K -$15K -169 -11%
TG
1018
TLP Group
Illinois
$126K +$124K +1,407 New
DBT
1019
Dubuque Bank & Trust
Iowa
$125K -$67.5K -763 -35%
OFS
1020
Orrstown Financial Services
Pennsylvania
$125K -$8.85K -100 -7%
Carson Wealth (CWM LLC)
1021
Carson Wealth (CWM LLC)
Nebraska
$122K +$21.8K +246 +22%
BKA
1022
Brick & Kyle Associates
Pennsylvania
$118K
EWM
1023
Edge Wealth Management
New York
$111K
HI
1024
Hudock Inc
Pennsylvania
$109K -$7.17K -81 -6%
CAW
1025
Cornerstone Advisors (Washington)
Washington
$109K +$61K +689 +129%

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.