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Ingles Markets
IMKTA

187 hedge funds and large institutions have $1.07B invested in Ingles Markets in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 44 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

512% more call options, than puts

Call options by funds: $13.4M | Put options by funds: $2.18M

156% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 16

28% more capital invested

Capital invested by funds: $840M → $1.07B (+$232M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

15% more funds holding

Funds holding: 163 → 187 (+24)

2.26% less ownership

Funds ownership: 89.3% → 87.04% (-2.3%)

40% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 73

Holders
187
Holders Change
+24
Holders Change %
+14.72%
% of All Funds
2.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
41
Increased
44
Reduced
73
Closed
16
Calls
$13.4M
Puts
$2.18M
Net Calls
+$11.2M
Net Calls Change
+$9.71M

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$9.6M
2
Invesco
Invesco
Georgia
+$6.12M
3
Goldman Sachs
Goldman Sachs
New York
+$5.78M
4
Marshall Wace
Marshall Wace
United Kingdom
+$4.79M
5
Lazard Asset Management
Lazard Asset Management
New York
+$3.46M

Top Sellers

Rank Fund Capital Flow
1
BCA
Boundary Creek Advisors
New York
-$9.32M
2
Millennium Management
Millennium Management
New York
-$8.84M
3
GF
Gabelli Funds
New York
-$5.15M
4
HAM
Harber Asset Management
North Carolina
-$4.53M
5
LSV Asset Management
LSV Asset Management
Illinois
-$4.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$5.83M -$514K -6,739 -9%
WIM
27
Wilen Investment Management
Florida
$5.63M -$53.4K -700 -1%
Marshall Wace
28
Marshall Wace
United Kingdom
$5.42M +$4.79M +62,767 New
BGIM
29
Brandywine Global Investment Management
Pennsylvania
$5.27M – – –
AQR Capital Management
30
AQR Capital Management
Connecticut
$5.06M -$453K -5,938 -9%
FC
31
FCA Corp
Texas
$5.02M -$801K -10,493 -15%
TA
32
Teton Advisors
New York
$4.81M -$343K -4,500 -7%
DA
33
Denali Advisors
California
$4.77M -$535K -7,007 -11%
PAM
34
Panagora Asset Management
Massachusetts
$4.68M -$70.8K -928 -2%
N
35
Nuveen
North Carolina
$4.57M -$308K -4,031 -7%
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$4.52M -$696K -9,123 -15%
Federated Hermes
37
Federated Hermes
Pennsylvania
$4.14M -$22.4K -294 -0.6%
Prudential Financial
38
Prudential Financial
New Jersey
$3.93M -$692K -9,072 -17%
Morgan Stanley
39
Morgan Stanley
New York
$3.91M -$1.91M -25,085 -36%
BEAM
40
Baker Ellis Asset Management
Washington
$3.79M -$3.81K -50 -0.1%
JP Morgan Chase
41
JP Morgan Chase
New York
$3.54M +$1.56M +20,474 +100%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$3.36M -$409K -5,364 -12%
ETM
43
Euclidean Technologies Management
Washington
$3.22M – – –
GC
44
Globeflex Capital
California
$3.09M – – –
Macquarie Group
45
Macquarie Group
Australia
$3.09M – – –
MAM
46
Martingale Asset Management
Massachusetts
$2.96M -$653K -8,565 -20%
Allspring Global Investments
47
Allspring Global Investments
North Carolina
$2.88M +$2.54M +33,336 New
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$2.77M -$209K -2,734 -8%
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.7M – – –
Citadel Advisors
50
Citadel Advisors
Florida
$2.53M +$1.97M +25,825 +752%
1
2
3 4 5

IMKTA Hedge Fund Activity: Q4 2021 in Review

187 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q4 2021, worth a combined $1.07B — up 28% from $840M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IMKTA positions and 16 closed out — a net gain of 25 holders — while 44 added to existing stakes and 73 trimmed.

The largest buyer was DZ Bank, opening a new position worth an estimated $9.6M. The largest seller was Boundary Creek Advisors, exiting entirely with an estimated $9.32M sold.

  • 187 institutional investors held Ingles Markets (IMKTA) as of Q4 2021, up from 163 in Q3 2021.
  • Funds reported $1.07B of Ingles Markets stock for Q4 2021, up 28% quarter-over-quarter.
  • 41 funds opened new Ingles Markets positions in Q4 2021 and 16 closed out, a net change of +25 holders.
  • The largest Ingles Markets buyer in Q4 2021 was DZ Bank, an estimated $9.6M added.
  • The largest Ingles Markets seller in Q4 2021 was Boundary Creek Advisors, an estimated $9.32M sold.

Based on aggregated 13F filings for Q4 2021.