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Ingles Markets

201 hedge funds and large institutions have $828M invested in Ingles Markets in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.73% more ownership

Funds ownership: 85.56%88.29% (+2.7%)

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

3% less funds holding

Funds holding: 208201 (-7)

11% less capital invested

Capital invested by funds: $928M → $828M (-$99.9M)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

56% less call options, than puts

Call options by funds: $1.52M | Put options by funds: $3.49M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
201
Holders Change
-7
Holders Change %
-3.37%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
75
Reduced
73
Closed
35
Calls
$1.52M
Puts
$3.49M
Net Calls
-$1.97M
Net Calls Change
-$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Denali Advisors
California
$6.49M +$229K +3,400 +3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$6.01M -$855K -12,716 -12%
Universal-Beteiligungs- und Servicegesellschaft
28
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.89M +$6.15M +91,348 New
Invesco
29
Invesco
Georgia
$5.88M -$336K -4,995 -5%
VI
30
Vestcor Inc
New Brunswick, Canada
$5.5M -$109K -1,614 -2%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$5.37M +$913K +13,567 +19%
Millennium Management
32
Millennium Management
New York
$4.47M +$870K +12,933 +23%
JP Morgan Chase
33
JP Morgan Chase
New York
$4.31M +$822K +12,213 +22%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$4.05M +$2.34M +34,798 +124%
Wells Fargo
35
Wells Fargo
California
$3.96M +$12.4K +184 +0.3%
First Trust Advisors
36
First Trust Advisors
Illinois
$3.75M +$82.3K +1,223 +2%
FC
37
FCA Corp
Texas
$3.69M +$45.1K +670 +1%
Raymond James Financial
38
Raymond James Financial
Florida
$3.56M +$3.72M +55,235 New
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$3.5M +$1.85M +27,531 +103%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.29M +$489K +7,274 +17%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$3.2M -$1.59M -23,700 -32%
Victory Capital Management
42
Victory Capital Management
Texas
$3.09M +$5.31K +79 +0.2%
AQR Capital Management
43
AQR Capital Management
Connecticut
$2.99M -$430K -6,387 -12%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$2.94M -$550K -8,172 -15%
DIM
45
DC Investments Management
Virginia
$2.79M +$2.91M +43,324 New
KTA
46
Keeley-Teton Advisors
Illinois
$2.57M +$87.9K +1,307 +3%
Barclays
47
Barclays
United Kingdom
$2.55M +$1.07M +15,926 +67%
N
48
Nuveen
North Carolina
$2.44M
Bank of America
49
Bank of America
North Carolina
$2.44M -$2.05M -30,524 -45%
MAM
50
Martingale Asset Management
Massachusetts
$2.28M +$1.04M +15,509 +78%

IMKTA Hedge Fund Activity: Q4 2024 in Review

201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q4 2024, worth a combined $828M — down 11% from $928M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IMKTA and 31 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 75 added.

The largest buyer was Janus Henderson Group, adding an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $6.34M.

  • 201 institutional investors held Ingles Markets (IMKTA) as of Q4 2024, down from 208 in Q3 2024.
  • Funds reported $828M of Ingles Markets stock for Q4 2024, down 11% quarter-over-quarter.
  • 31 funds opened new Ingles Markets positions in Q4 2024 and 35 closed out, a net change of -4 holders.
  • The largest Ingles Markets buyer in Q4 2024 was Janus Henderson Group, an estimated $12.1M added.
  • The largest Ingles Markets seller in Q4 2024 was Morgan Stanley, an estimated $6.34M sold.

Based on aggregated 13F filings for Q4 2024.