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Ingles Markets
IMKTA

141 hedge funds and large institutions have $488M invested in Ingles Markets in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,337% more call options, than puts

Call options by funds: $5.17M | Put options by funds: $212K

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0.68% more ownership

Funds ownership: 94.41% → 95.09% (+0.68%)

1% less funds holding

Funds holding: 142 → 141 (-1)

23% less capital invested

Capital invested by funds: $636M → $488M (-$149M)

27% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 60

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
44
Reduced
60
Closed
16
Calls
$5.17M
Puts
$212K
Net Calls
+$4.95M
Net Calls Change
-$2.69M

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$8.6M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$6.87M
3
HAM
Harber Asset Management
North Carolina
+$5.48M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.23M
5
HSA
Hussman Strategic Advisors
Maryland
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.64M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.06M
3
PAM
Panagora Asset Management
Massachusetts
-$2.54M
4
Prudential Financial
Prudential Financial
New Jersey
-$2.13M
5
MCM
Matarin Capital Management
New York
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$4.31M -$510K -12,887 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.08M -$214K -5,400 -5%
Renaissance Technologies
28
Renaissance Technologies
New York
$3.98M +$2.3M +58,084 +112%
MCM
29
Matarin Capital Management
New York
$3.94M -$2.06M -51,926 -32%
PAM
30
Panagora Asset Management
Massachusetts
$3.26M -$2.54M -64,167 -42%
PPA
31
Parametric Portfolio Associates
Washington
$3.24M -$587K -14,838 -14%
FC
32
FCA Corp
Texas
$3.13M +$13.2K +333 +0.4%
PI
33
Putnam Investments
Massachusetts
$2.92M -$47.5K -1,200 -1%
RJA
34
Raymond James & Associates
Florida
$2.83M +$79 +2 +0%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$2.48M +$674K +17,028 +33%
Axa
36
Axa
France
$2.36M +$193K +4,878 +8%
MERSOM
37
Municipal Employees' Retirement System of Michigan
Michigan
$2.32M – – –
HSA
38
Hussman Strategic Advisors
Maryland
$2.24M +$2.45M +62,000 New
Victory Capital Management
39
Victory Capital Management
Texas
$2.16M +$1.25M +31,674 +113%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$2.14M +$583K +14,718 +33%
N
41
Nuveen
North Carolina
$2.01M +$31.2K +787 +1%
DA
42
Denali Advisors
California
$1.99M -$39.9K -1,008 -2%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$1.88M -$57K -1,440 -3%
MC
44
Maverick Capital
Texas
$1.78M +$1.95M +49,173 New
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$1.75M -$74.1K -1,872 -4%
BEAM
46
Baker Ellis Asset Management
Washington
$1.75M -$16.6K -420 -0.9%
Bessemer Group
47
Bessemer Group
New Jersey
$1.63M +$91.1K +2,300 +5%
MSL
48
Mackay Shields LLC
New York
$1.38M -$190K -4,800 -11%
VRS
49
Virginia Retirement Systems
Virginia
$1.3M +$606K +15,300 +74%
Macquarie Group
50
Macquarie Group
Australia
$1.28M – – –
1
2
3 4 5

IMKTA Hedge Fund Activity: Q1 2020 in Review

141 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q1 2020, worth a combined $488M — down 23% from $636M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IMKTA positions and 16 closed out — a net gain of 1 holder — while 44 added to existing stakes and 60 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $8.6M. The largest seller was Morgan Stanley, cutting an estimated $8.64M.

  • 141 institutional investors held Ingles Markets (IMKTA) as of Q1 2020, down from 142 in Q4 2019.
  • Funds reported $488M of Ingles Markets stock for Q1 2020, down 23% quarter-over-quarter.
  • 17 funds opened new Ingles Markets positions in Q1 2020 and 16 closed out, a net change of +1 holder.
  • The largest Ingles Markets buyer in Q1 2020 was Janus Henderson Group, an estimated $8.6M added.
  • The largest Ingles Markets seller in Q1 2020 was Morgan Stanley, an estimated $8.64M sold.

Based on aggregated 13F filings for Q1 2020.