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Ingles Markets
IMKTA

100 hedge funds and large institutions have $252M invested in Ingles Markets in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more funds holding

Funds holding: 98 → 100 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

8% less capital invested

Capital invested by funds: $273M → $252M (-$21.8M)

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
36
Reduced
39
Closed
10
Calls
$406K
Puts
–
Net Calls
+$406K
Net Calls Change
-$956K

Top Buyers

1
RRAM
River Road Asset Management
Kentucky
+$3.82M
2
Morgan Stanley
Morgan Stanley
New York
+$1.32M
3
GI
GAMCO Investors
Connecticut
+$1.07M
4
Two Sigma Investments
Two Sigma Investments
New York
+$816K
5
Renaissance Technologies
Renaissance Technologies
New York
+$712K

Top Sellers

1
Invesco
Invesco
Georgia
-$7.7M
2
Goldman Sachs
Goldman Sachs
New York
-$1.85M
3
TC
TFS Capital
Pennsylvania
-$1.32M
4
U
UBS
Switzerland
-$1.18M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$516K +$176K +6,735 +55%
TA
52
Teachers Advisors
New York
$485K – – –
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$457K -$28.8K -1,100 -6%
SI
54
Stephens Inc
Arkansas
$440K -$3.61K -138 -0.8%
CIC
55
Cornercap Investment Counsel
Georgia
$419K +$55.3K +2,110 +16%
NSIM
56
North Star Investment Management
Illinois
$414K +$47.8K +1,825 +14%
Citigroup
57
Citigroup
New York
$402K +$16.2K +618 +4%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$391K -$23.3K -891 -6%
ACM
59
Ativo Capital Management
Illinois
$387K -$105 -4 -0%
BMCMI
60
Bryn Mawr Capital Management Inc
Pennsylvania
$372K +$105K +4,004 +41%
NFA
61
Nationwide Fund Advisors
Ohio
$355K -$8.2K -313 -2%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$347K -$96.9K -3,700 -22%
U
63
UBS
Switzerland
$333K -$1.18M -45,064 -79%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$322K – – –
Swiss National Bank
65
Swiss National Bank
Switzerland
$312K +$136K +5,200 +83%
BA
66
Boston Advisors
Massachusetts
$311K +$301K +11,487 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$280K +$16.4K +626 +6%
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$275K +$47.9K +1,828 +22%
Nomura Holdings
69
Nomura Holdings
Japan
$269K +$260K +9,917 New
Los Angeles Capital Management
70
Los Angeles Capital Management
California
$267K – – –
MAM
71
Martingale Asset Management
Massachusetts
$253K +$244K +9,330 New
RPA
72
Rock Point Advisors
Vermont
$249K – – –
First Trust Advisors
73
First Trust Advisors
Illinois
$241K -$152K -5,819 -40%
AIG
74
American International Group
New York
$240K -$15.7K -601 -6%
SIM
75
Spark Investment Management
New York
$227K – – –
1 2
3
4 5

IMKTA Hedge Fund Activity: Q4 2013 in Review

100 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q4 2013, worth a combined $252M — down 8% from $273M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IMKTA positions and 10 closed out — a net gain of 2 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $3.82M. The largest seller was Invesco, cutting an estimated $7.7M.

  • 100 institutional investors held Ingles Markets (IMKTA) as of Q4 2013, up from 98 in Q3 2013.
  • Funds reported $252M of Ingles Markets stock for Q4 2013, down 8% quarter-over-quarter.
  • 12 funds opened new Ingles Markets positions in Q4 2013 and 10 closed out, a net change of +2 holders.
  • The largest Ingles Markets buyer in Q4 2013 was River Road Asset Management, an estimated $3.82M added.
  • The largest Ingles Markets seller in Q4 2013 was Invesco, an estimated $7.7M sold.

Based on aggregated 13F filings for Q4 2013.