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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
M
1051
MOTCO
Texas
$54K -$10.2K -115 -16%
TJHA
1052
Thomas J. Herzfeld Advisors
Florida
$54K
GAM
1053
Gemmer Asset Management
California
$54K +$29.6K +335 +126%
SAM
1054
Solaris Asset Management
New York
$53K +$52.2K +590 New
TAM
1055
Troy Asset Management
United Kingdom
$52K
TCCM
1056
Timber Creek Capital Management
Massachusetts
$52K +$52.1K +589 New
CFA
1057
CT Financial Advisors
Pennsylvania
$49.7K +$177 +2 +0.4%
JCM
1058
Jacobi Capital Management
Pennsylvania
$47K +$5.4K +61 +13%
PSC
1059
Prentiss Smith & Co
Vermont
$45K
BAM
1060
Brave Asset Management
New Jersey
$43K
JWA
1061
JFS Wealth Advisors
Pennsylvania
$42K
RWG
1062
Regal Wealth Group
California
$41K
TWMP
1063
Taylor Wealth Management Partners
Massachusetts
$40K
PCA
1064
Peddock Capital Advisors
Massachusetts
$40K +$39.8K +450 New
CYG
1065
Clean Yield Group
Vermont
$39K
CCMW
1066
Cypress Capital Management (Wyoming)
Wyoming
$37.5K
MA
1067
MCF Advisors
Kentucky
$37K
AF
1068
Allworth Financial
California
$37K +$19.2K +217 +112%
TIM
1069
Tortoise Investment Management
New York
$36K
ST
1070
Smithfield Trust
Pennsylvania
$35K
RFS
1071
Rockefeller Financial Services
New York
$30K
GWA
1072
Guidant Wealth Advisors
Illinois
$30K +$30.5K +345 New
AA
1073
AlphaMark Advisors
Kentucky
$28K
CP
1074
Corbenic Partners
Pennsylvania
$28K
SAM
1075
Shamrock Asset Management
Texas
$28K

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.