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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
AFIA
1026
America First Investment Advisors
Nebraska
$103K
EDRH
1027
Edmond de Rothschild Holding
Switzerland
$101K -$16.7K -189 -14%
BG
1028
Bollard Group
Massachusetts
$101K +$88.7K +1,003 +815%
EDRS
1029
Edmond de Rothschild (Suisse)
Switzerland
$97K +$23.9K +270 +33%
DOA
1030
D'Orazio & Associates
Virginia
$96K
CHP
1031
Cable Hill Partners
Oregon
$95K
LWA
1032
Lenox Wealth Advisors
New York
$90K
TFO
1033
Tarbox Family Office
California
$86K +$619 +7 +0.7%
CCM
1034
Cribstone Capital Management
Maine
$79K
IWC
1035
Integrated Wealth Counsel
California
$76K +$30.6K +346 +69%
PFBT
1036
Parkside Financial Bank & Trust
Missouri
$75K -$5.84K -66 -7%
DSN
1037
D. Scott Neal
Kentucky
$75K +$71.2K +805 +2,597%
ECM
1038
Exchange Capital Management
Michigan
$71K
LWCFA
1039
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K +$3.63K +41 +6%
FIB
1040
First Interstate Bank
Montana
$61K
KA
1041
Klingman & Associates
New York
$61K
TCM
1042
Tradewinds Capital Management
Washington
$61K
VCM
1043
Versant Capital Management
Arizona
$61K +$531 +6 +0.9%
AIM
1044
Arcadia Investment Management
Michigan
$60K -$5.13K -58 -8%
WRM
1045
Westport Resources Management
Connecticut
$59K +$58.2K +658 New
AIM
1046
Advantage Investment Management
Iowa
$58K +$19.7K +223 +53%
MCM
1047
MV Capital Management
Maryland
$57K
TDC
1048
Thompson Davis & Co
Virginia
$57K
ZB
1049
Zions Bancorporation
Utah
$55K +$18.4K +208 +49%
OC
1050
Oakworth Capital
Alabama
$55K +$26.5K +300 +95%

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.