Kraft Heinz
1,180 hedge funds and large institutions have $66.1B invested in Kraft Heinz in 2016 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 425 increasing their positions, 416 reducing their positions, and 75 closing their positions.
95% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 75
62.06% more ownership
Funds ownership: 0% → 62.06% (+62%)
45% more call options, than puts
Call options by funds: $704M | Put options by funds: $486M
5% more funds holding
Funds holding: 1,125 → 1,180 (+55)
2% more repeat investments, than reductions
Existing positions increased: 425 | Existing positions reduced: 416
1% less capital invested
Capital invested by funds: $67.1B → $66.1B (-$958M)
16% less funds holding in top 10
Funds holding in top 10: 37 → 31 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$359M |
| 2 |
O
OppenheimerFunds
New York
|
+$126M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$119M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$103M |
| 5 |
Bank of New York Mellon
New York
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$234M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$213M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$195M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$167M |
| 5 |
SC
Sculptor Capital
New York
|
-$130M |
KHC Hedge Fund Activity: Q4 2016 in Review
1,180 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Kraft Heinz (KHC) for Q4 2016, worth a combined $66.1B — down 1.4% from $67.1B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new KHC positions and 75 closed out — a net gain of 71 holders — while 425 added to existing stakes and 416 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $359M. The largest seller was Deutsche Bank, cutting an estimated $234M.
- 1,180 institutional investors held Kraft Heinz (KHC) as of Q4 2016, up from 1,125 in Q3 2016.
- Funds reported $66.1B of Kraft Heinz stock for Q4 2016, down 1.4% quarter-over-quarter.
- 146 funds opened new Kraft Heinz positions in Q4 2016 and 75 closed out, a net change of +71 holders.
- The largest Kraft Heinz buyer in Q4 2016 was JP Morgan Chase, an estimated $359M added.
- The largest Kraft Heinz seller in Q4 2016 was Deutsche Bank, an estimated $234M sold.
Based on aggregated 13F filings for Q4 2016.