We are live on ! Find out more
KHC icon

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
HRC
1076
Hoertkorn Richard Charles
$27K
WA
1077
WealthTrust-Arizona
Arizona
$26K
JAM
1078
Jolley Asset Management
North Carolina
$25K
VIA
1079
Vantage Investment Advisors
Pennsylvania
$25K +$12.9K +146 +108%
BCM
1080
Blume Capital Management
California
$25K +$24.8K +280 New
ACM
1081
Argentus Capital Management
Texas
$24K -$57.2K -646 -71%
AC
1082
Alexandria Capital
Virginia
$24K -$354 -4 -1%
GI
1083
Gradient Investments
Minnesota
$22K -$38.5K -435 -64%
ST
1084
Somerset Trust
Pennsylvania
$22K
MWM
1085
MinichMacGregor Wealth Management
New York
$21K -$2.92K -33 -12%
WAS
1086
WESPAC Advisors SoCal
California
$20.6K
HCM
1087
Highlander Capital Management
New Jersey
$20K
PCM
1088
Penserra Capital Management
California
$18K +$7.25K +82 +67%
KF
1089
Krilogy Financial
Missouri
$17K
IF
1090
Ironwood Financial
Arizona
$16K
BC
1091
Barnett & Company
Tennessee
$15K
CWM
1092
Cranbrook Wealth Management
Michigan
$15K
PCP
1093
Proficio Capital Partners
Massachusetts
$15K
CCA
1094
Catalyst Capital Advisors
New York
$15K +$6.64K +75 +81%
CFS
1095
Commonwealth Financial Services
West Virginia
$14K -$2.92K -33 -18%
EWM
1096
Elite Wealth Management
Washington
$14K +$13.9K +157 New
BWA
1097
Burt Wealth Advisors
Maryland
$12K -$6.11K -69 -33%
AWMS
1098
Advocacy Wealth Management Services
Georgia
$12K
LWM
1099
LBA Wealth Management
Florida
$12K
SIG
1100
Stanford Investment Group
California
$11K

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.