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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
GWS
1026
Glassman Wealth Services
Virginia
$9K
SIG
1027
Stanford Investment Group
California
$9K
BG
1028
Bollard Group
Massachusetts
$9K +$74 +1 +0.8%
FNBOO
1029
First National Bank of Omaha
Nebraska
$8.63K +$5.84M +79,163 +200%
TC
1030
Trust Company
Kansas
$8.37K -$80.8K -1,095 -90%
FMP
1031
Financial Management Professionals
Texas
$8K
GI
1032
Gradient Investments
Minnesota
$8K
CCA
1033
Catalyst Capital Advisors
New York
$7K +$6.86K +93 New
PCP
1034
Proficio Capital Partners
Massachusetts
$7K +$6.93K +94 New
AAC
1035
Asset Advisors Corp
Georgia
$5K
CA
1036
CapWealth Advisors
Tennessee
$5K
CFS
1037
Commonwealth Financial Services
West Virginia
$5K
NC
1038
NewSquare Capital
Pennsylvania
$5K +$5.16K +70 New
N
1039
Nuveen
North Carolina
$4.03K -$83.8K -1,136 -2%
TDC
1040
Thompson Davis & Co
Virginia
$4K -$3.69K -50 -50%
LWA
1041
Lowe Wealth Advisors
Maryland
$4K
APSP
1042
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K +$74 +1 +2%
UMA
1043
USA Mutuals Advisors
Texas
$3K +$2.66K +36 New
GBBWRPM
1044
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3K +$3.39K +46 New
FPTW
1045
Franklin, Parlapiano, Turner & Welch
Texas
$2K -$1.62K -22 -49%
AP
1046
Atwood & Palmer
Missouri
$2K
AIS
1047
Accurate Investment Solutions
Pennsylvania
$2K +$1.62K +22 New
AWM
1048
AllSquare Wealth Management
New York
$2K +$1.7K +23 New
MFT
1049
Moisand Fitzgerald Tamayo
Florida
$2K +$1.7K +23 New
PRS
1050
Pinkerton Retirement Specialists
Idaho
$1K

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.