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Ingles Markets
IMKTA

205 hedge funds and large institutions have $978M invested in Ingles Markets in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more call options, than puts

Call options by funds: $5.65M | Put options by funds: $669K

0.71% more ownership

Funds ownership: 81.6% → 82.31% (+0.71%)

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

6% less capital invested

Capital invested by funds: $1.04B → $978M (-$64.4M)

8% less funds holding

Funds holding: 224 → 205 (-19)

45% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
205
Holders Change
-19
Holders Change %
-8.48%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
74
Reduced
74
Closed
38
Calls
$5.65M
Puts
$669K
Net Calls
+$4.98M
Net Calls Change
-$1.3M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$23.1M
2
Millennium Management
Millennium Management
New York
+$12.5M
3
EF
Empowered Funds
Pennsylvania
+$7.31M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.38M
5
RRAM
River Road Asset Management
Kentucky
+$2.36M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$7.4M
2
PAM
Panagora Asset Management
Massachusetts
-$5.01M
3
Invesco
Invesco
Georgia
-$4.64M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.26M
5
VI
Vestcor Inc
New Brunswick, Canada
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
UA
76
Unison Advisors
District of Columbia
$1.23M +$2.24K +26 +0.2%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$1.21M +$4.04K +47 +0.3%
Prudential Financial
78
Prudential Financial
New Jersey
$1.19M +$576K +6,690 +87%
DCM
79
DGS Capital Management
New Jersey
$1.18M +$10.8K +125 +0.9%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$1.16M +$89.7K +1,042 +8%
VRS
81
Virginia Retirement Systems
Virginia
$1.16M +$103K +1,200 +9%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$1.07M +$156K +1,809 +16%
Legal & General Group
83
Legal & General Group
United Kingdom
$1.07M +$466K +5,419 +73%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$1.05M -$65.5K -761 -6%
UBS AM
85
UBS AM
Illinois
$1.04M – – –
Wells Fargo
86
Wells Fargo
California
$1.04M -$231K -2,685 -18%
ANTB
87
AMG National Trust Bank
Colorado
$1.03M – – –
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$1.03M +$34.4K +400 +3%
Citadel Advisors
89
Citadel Advisors
Florida
$1.02M -$1.86M -21,570 -64%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$1M +$18.2K +211 +2%
ZCM
91
Ziegler Capital Management
Illinois
$980K -$178K -2,067 -15%
VA
92
Verdad Advisers
Massachusetts
$909K +$86.1K +1,000 +10%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$902K – – –
AWE
94
Avidian Wealth Enterprises
Texas
$841K +$397K +4,618 +83%
Jane Street
95
Jane Street
New York
$835K +$869K +10,102 New
IA
96
Inspire Advisors
Idaho
$833K +$122K +1,415 +16%
PI
97
Putnam Investments
Massachusetts
$747K -$24K -279 -3%
ECM
98
ExodusPoint Capital Management
New York
$702K +$731K +8,496 New
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$698K – – –
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$670K +$343K +3,990 +97%
2 3
4
5 6

IMKTA Hedge Fund Activity: Q2 2023 in Review

205 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q2 2023, worth a combined $978M — down 6.2% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IMKTA and 21 opened new positions — a net loss of 17 holders — while 74 trimmed existing stakes and 74 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $23.1M. The largest seller was LSV Asset Management, cutting an estimated $7.4M.

  • 205 institutional investors held Ingles Markets (IMKTA) as of Q2 2023, down from 224 in Q1 2023.
  • Funds reported $978M of Ingles Markets stock for Q2 2023, down 6.2% quarter-over-quarter.
  • 21 funds opened new Ingles Markets positions in Q2 2023 and 38 closed out, a net change of -17 holders.
  • The largest Ingles Markets buyer in Q2 2023 was Southeastern Asset Management, an estimated $23.1M added.
  • The largest Ingles Markets seller in Q2 2023 was LSV Asset Management, an estimated $7.4M sold.

Based on aggregated 13F filings for Q2 2023.