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Ingles Markets

224 hedge funds and large institutions have $1.04B invested in Ingles Markets in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $7.62M | Put options by funds: $1.33M

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

4% more funds holding

Funds holding: 215224 (+9)

1% more capital invested

Capital invested by funds: $1.04B → $1.04B (+$6.58M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.39% less ownership

Funds ownership: 82.99%81.6% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 86

Holders
224
Holders Change
+9
Holders Change %
+4.19%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
70
Reduced
86
Closed
22
Calls
$7.62M
Puts
$1.33M
Net Calls
+$6.29M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$5.99M -$141K -1,521 -2%
FP
27
Foundry Partners
Minnesota
$5.05M +$5.28M +56,893 New
BGIM
28
Brandywine Global Investment Management
Pennsylvania
$4.99M -$9K -97 -0.2%
FC
29
FCA Corp
Texas
$4.96M +$122K +1,320 +2%
Lazard Asset Management
30
Lazard Asset Management
New York
$4.26M -$1.48M -15,960 -25%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$4.26M -$3.58M -38,564 -45%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$4.17M +$196K +2,112 +5%
DA
33
Denali Advisors
California
$4.1M +$344K +3,710 +9%
Teacher Retirement System of Texas
34
Teacher Retirement System of Texas
Texas
$4.06M -$2M -21,594 -32%
Ameriprise
35
Ameriprise
Minnesota
$4.05M +$80.6K +869 +2%
BEAM
36
Baker Ellis Asset Management
Washington
$3.98M -$109K -1,180 -3%
DekaBank Deutsche Girozentrale
37
DekaBank Deutsche Girozentrale
Germany
$3.93M -$149K -1,610 -3%
Victory Capital Management
38
Victory Capital Management
Texas
$3.76M +$407K +4,389 +12%
GC
39
Globeflex Capital
California
$3.72M
First Trust Advisors
40
First Trust Advisors
Illinois
$3.71M -$302K -3,255 -7%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$3.69M +$1.02M +11,038 +36%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$3.58M
JP Morgan Chase
43
JP Morgan Chase
New York
$3.43M -$604K -6,515 -14%
N
44
Nuveen
North Carolina
$3.31M -$435K -4,691 -11%
HSA
45
Hussman Strategic Advisors
Maryland
$3.31M
Bank of America
46
Bank of America
North Carolina
$3.07M -$2.16M -23,299 -40%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$3.02M +$3.34K +36 +0.1%
Citadel Advisors
48
Citadel Advisors
Florida
$3M -$331K -3,566 -10%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$2.92M +$2M +21,576 +190%
MAM
50
Martingale Asset Management
Massachusetts
$2.76M +$9.28K +100 +0.3%

IMKTA Hedge Fund Activity: Q1 2023 in Review

224 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q1 2023, worth a combined $1.04B — up 0.64% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IMKTA positions and 22 closed out — a net gain of 11 holders — while 70 added to existing stakes and 86 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $5.28M. The largest seller was Invesco, cutting an estimated $10.8M.

  • 224 institutional investors held Ingles Markets (IMKTA) as of Q1 2023, up from 215 in Q4 2022.
  • Funds reported $1.04B of Ingles Markets stock for Q1 2023, up 0.64% quarter-over-quarter.
  • 33 funds opened new Ingles Markets positions in Q1 2023 and 22 closed out, a net change of +11 holders.
  • The largest Ingles Markets buyer in Q1 2023 was Foundry Partners, an estimated $5.28M added.
  • The largest Ingles Markets seller in Q1 2023 was Invesco, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2023.