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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
TC
1051
Trust Company
Kansas
$9K
GWS
1052
Glassman Wealth Services
Virginia
$9K +$75 +1 +0.8%
CCA
1053
Catalyst Capital Advisors
New York
$7K
GBBWRPM
1054
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K +$3.44K +46 +100%
AAC
1055
Asset Advisors Corp
Georgia
$5K
APSP
1056
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K
CFS
1057
Commonwealth Financial Services
West Virginia
$5K
NC
1058
NewSquare Capital
Pennsylvania
$5K
AIS
1059
Accurate Investment Solutions
Pennsylvania
$5K +$3.44K +46 +209%
CAL
1060
Capital Analysts LLC
Pennsylvania
$4.16K +$3.97K +53 New
TDC
1061
Thompson Davis & Co
Virginia
$4K
KF
1062
Krilogy Financial
Missouri
$4K +$3.82K +51 New
N
1063
Nuveen
North Carolina
$3.08K -$1.21M -16,186 -29%
FNBSF
1064
First National Bank Sioux Falls
South Dakota
$3K -$37.4K -500 -93%
AP
1065
Atwood & Palmer
Missouri
$3K
UMA
1066
USA Mutuals Advisors
Texas
$3K
RCG
1067
Ruggie Capital Group
Florida
$3K +$3.22K +43 New
AWM
1068
AllSquare Wealth Management
New York
$2K
FPTW
1069
Franklin, Parlapiano, Turner & Welch
Texas
$2K
MFT
1070
Moisand Fitzgerald Tamayo
Florida
$2K
DSN
1071
D. Scott Neal
Kentucky
$2K +$2.32K +31 New
CF
1072
CenterStar Fund
Illinois
$1K
KFA
1073
Kelleher Financial Advisors
New York
$1K +$1.87K +25 New
LP
1074
LMR Partners
United Kingdom
$296 +$282K +3,765 New
EWM
1075
Endurance Wealth Management
Rhode Island
$280

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.