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Kraft Heinz

1,049 hedge funds and large institutions have $54.8B invested in Kraft Heinz in 2015 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 382 increasing their positions, 346 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more call options, than puts

Call options by funds: $700M | Put options by funds: $180M

175% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 61

10% more repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 346

10% more funds holding

Funds holding: 9521,049 (+97)

3% more capital invested

Capital invested by funds: $53.5B → $54.8B (+$1.4B)

18% less funds holding in top 10

Funds holding in top 10: 3327 (-6)

Holders
1,049
Holders Change
+97
Holders Change %
+10.19%
% of All Funds
27.52%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.71%
New
168
Increased
382
Reduced
346
Closed
61
Calls
$700M
Puts
$180M
Net Calls
+$520M
Net Calls Change
+$170M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$23.7B
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.54B +$61.8M +837,927 +2%
Capital World Investors
3
Capital World Investors
California
$2.13B +$959K +13,000 +0%
State Street
4
State Street
Massachusetts
$1.68B -$657M -8,910,481 -28%
Bank of America
5
Bank of America
North Carolina
$1.28B +$148M +2,012,231 +13%
BIT
6
BlackRock Institutional Trust
California
$1.1B +$6.15M +83,326 +0.6%
Invesco
7
Invesco
Georgia
$1.04B +$4.84M +65,645 +0.5%
Capital Research Global Investors
8
Capital Research Global Investors
California
$980M
Wellington Management Group
9
Wellington Management Group
Massachusetts
$916M -$5.5M -74,490 -0.6%
WRF
10
Waddell & Reed Financial
Kansas
$695M -$15.4M -209,165 -2%
Federated Hermes
11
Federated Hermes
Pennsylvania
$676M -$17.6M -238,606 -3%
UBS Group
12
UBS Group
Switzerland
$640M +$542M +7,345,970 +507%
Morgan Stanley
13
Morgan Stanley
New York
$618M +$69.7M +944,647 +13%
Macquarie Group
14
Macquarie Group
Australia
$595M +$8.87M +120,167 +1%
Northern Trust
15
Northern Trust
Illinois
$510M -$33.3M -451,402 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$500M -$123M -1,668,578 -20%
BFA
17
BlackRock Fund Advisors
California
$482M -$23M -311,866 -4%
Deutsche Bank
18
Deutsche Bank
Germany
$481M -$172M -2,335,176 -26%
Norges Bank
19
Norges Bank
Norway
$412M +$85.4M +1,157,569 +26%
AIM
20
abrdn Investment Management
United Kingdom
$411M -$2.17M -29,446 -0.5%
Goldman Sachs
21
Goldman Sachs
New York
$406M +$129M +1,754,949 +46%
BG
22
BlackRock Group
United Kingdom
$359M +$14.7M +199,302 +4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$357M +$3.51M +47,540 +1%
TCIM
24
TIAA CREF Investment Management
New York
$302M -$1.14M -15,512 -0.4%
YCMGA
25
York Capital Management Global Advisors
New York
$250M -$46.4M -629,082 -15%

KHC Hedge Fund Activity: Q4 2015 in Review

1,049 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q4 2015, worth a combined $54.8B — up 2.6% from $53.5B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new KHC positions and 61 closed out — a net gain of 107 holders — while 382 added to existing stakes and 346 trimmed.

The largest buyer was UBS Group, adding an estimated $542M. The largest seller was State Street, cutting an estimated $657M.

  • 1,049 institutional investors held Kraft Heinz (KHC) as of Q4 2015, up from 952 in Q3 2015.
  • Funds reported $54.8B of Kraft Heinz stock for Q4 2015, up 2.6% quarter-over-quarter.
  • 168 funds opened new Kraft Heinz positions in Q4 2015 and 61 closed out, a net change of +107 holders.
  • The largest Kraft Heinz buyer in Q4 2015 was UBS Group, an estimated $542M added.
  • The largest Kraft Heinz seller in Q4 2015 was State Street, an estimated $657M sold.

Based on aggregated 13F filings for Q4 2015.