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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
ST
1026
Somerset Trust
Pennsylvania
$20K
OC
1027
Oakworth Capital
Alabama
$19K +$2.47K +33 +15%
GXMC
1028
Global X Management Company
New York
$19K +$18.6K +248 New
WAS
1029
WESPAC Advisors SoCal
California
$18.1K
HCM
1030
Highlander Capital Management
New Jersey
$18K
CA
1031
CapWealth Advisors
Tennessee
$17K +$10.9K +146 +221%
BWA
1032
Burt Wealth Advisors
Maryland
$16K +$15.6K +208 New
AF
1033
Allworth Financial
California
$15K -$1.72K -23 -11%
TFA
1034
Transamerica Financial Advisors
Florida
$14K
IF
1035
Ironwood Financial
Arizona
$14K +$13.1K +175 New
CWM
1036
Cranbrook Wealth Management
Michigan
$13K
GP
1037
GLG Partners
United Kingdom
$13K
BC
1038
Barnett & Company
Tennessee
$13K +$12.5K +167 New
DPA
1039
Delphi Private Advisors
California
$12K -$374 -5 -3%
JFA
1040
JNBA Financial Advisors
Minnesota
$12K
LWM
1041
LBA Wealth Management
Florida
$11K -$7.18K -96 -42%
AWMS
1042
Advocacy Wealth Management Services
Georgia
$11K
TSU
1043
TD Securities (USA)
New York
$11K
VIA
1044
Vantage Investment Advisors
Pennsylvania
$11K
SMG
1045
Spectrum Management Group
Indiana
$10K
SIG
1046
Stanford Investment Group
California
$10K
BG
1047
Bollard Group
Massachusetts
$10K +$75 +1 +0.8%
PCP
1048
Proficio Capital Partners
Massachusetts
$10K +$2.25K +30 +32%
PFO
1049
Pathstone Family Office
New Jersey
$10K +$9.73K +130 New
FMP
1050
Financial Management Professionals
Texas
$9K

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.