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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
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$29.1B
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.52B +$94.7M +1,069,784 +3%
Capital World Investors
3
Capital World Investors
California
$3.17B +$619 +7 +0%
State Street
4
State Street
Massachusetts
$2.1B +$30.6M +345,401 +1%
Bank of America
5
Bank of America
North Carolina
$1.69B +$92.2M +1,042,055 +6%
BIT
6
BlackRock Institutional Trust
California
$1.37B +$22.2M +250,352 +2%
Invesco
7
Invesco
Georgia
$1.23B +$49M +553,593 +4%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.21B -$107K -1,210 -0%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$954M -$173M -1,952,584 -15%
Macquarie Group
10
Macquarie Group
Australia
$747M -$744M -8,403,348 -50%
Norges Bank
11
Norges Bank
Norway
$700M +$89.5M +1,011,586 +14%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$665M +$187M +2,109,822 +40%
Northern Trust
13
Northern Trust
Illinois
$661M +$11.9M +133,982 +2%
BFA
14
BlackRock Fund Advisors
California
$626M +$41.5M +469,161 +7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$600M -$2.37M -26,797 -0.4%
Morgan Stanley
16
Morgan Stanley
New York
$587M -$23.9M -270,114 -4%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$568M +$277M +3,130,960 +97%
WRF
18
Waddell & Reed Financial
Kansas
$561M -$26.2M -296,490 -5%
AIM
19
abrdn Investment Management
United Kingdom
$539M -$2.65M -29,969 -0.5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$495M +$33.7M +380,387 +7%
Federated Hermes
21
Federated Hermes
Pennsylvania
$474M -$69.3M -782,994 -13%
BG
22
BlackRock Group
United Kingdom
$449M +$7.42M +83,842 +2%
Deutsche Bank
23
Deutsche Bank
Germany
$403M -$290M -3,282,061 -42%
O
24
OppenheimerFunds
New York
$351M -$82M -926,271 -19%
Wells Fargo
25
Wells Fargo
California
$338M +$52.5M +592,965 +19%

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.