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Ingles Markets
IMKTA

202 hedge funds and large institutions have $841M invested in Ingles Markets in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 48

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2.44% more ownership

Funds ownership: 81.83% → 84.27% (+2.4%)

2% more funds holding

Funds holding: 198 → 202 (+4)

8% less capital invested

Capital invested by funds: $912M → $841M (-$71.7M)

51% less call options, than puts

Call options by funds: $322K | Put options by funds: $659K

Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
95
Reduced
48
Closed
25
Calls
$322K
Puts
$659K
Net Calls
-$337K
Net Calls Change
-$483K

Top Buyers

1
BIP
Brandes Investment Partners
California
+$7.49M
2
SFM
Systematic Financial Management
New Jersey
+$6.67M
3
RRAM
River Road Asset Management
Kentucky
+$6.11M
4
Charles Schwab
Charles Schwab
California
+$2.56M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$2.42M

Top Sellers

1
RA
Royce & Associates
New York
-$7.61M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.03M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.44M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
101
Corebridge Financial
Texas
$535K +$564K +7,795 New
Wells Fargo
102
Wells Fargo
California
$531K +$69.5K +960 +14%
AI
103
Atria Investments
North Carolina
$524K +$553K +7,637 New
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$496K +$1.52K +21 +0.3%
Mirae Asset Global ETFs Holdings
105
Mirae Asset Global ETFs Holdings
Hong Kong
$492K +$519K +7,172 New
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$492K -$56.4K -779 -10%
FPAS
107
Focus Partners Advisor Solutions
Missouri
$485K +$7.53K +104 +1%
Citigroup
108
Citigroup
New York
$453K +$127K +1,756 +36%
Franklin Resources
109
Franklin Resources
California
$450K +$17.7K +245 +4%
LTAS
110
Linden Thomas Advisory Services
North Carolina
$418K +$40.1K +554 +10%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$411K – – –
DTL
112
Dynamic Technology Lab
Singapore
$398K +$420K +5,802 New
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$398K +$183K +2,525 +82%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$397K +$218K +3,016 +109%
EGM
115
Engineers Gate Manager
New York
$382K +$403K +5,568 New
Mackenzie Financial
116
Mackenzie Financial
Ontario, Canada
$374K +$70.2K +970 +22%
CG
117
Cynosure Group
Utah
$372K +$97.7K +1,349 +33%
Barclays
118
Barclays
United Kingdom
$364K -$535K -7,397 -58%
PAM
119
Panagora Asset Management
Massachusetts
$361K +$7.82K +108 +2%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$360K +$22.4K +310 +6%
LPL Financial
121
LPL Financial
California
$358K +$163K +2,245 +75%
II
122
Inspire Investing
Idaho
$355K +$32.4K +447 +9%
OQS
123
Occudo Quantitative Strategies
Florida
$346K -$2.9K -40 -0.8%
Creative Planning
124
Creative Planning
Kansas
$335K +$94.2K +1,301 +36%
ETC
125
Exchange Traded Concepts
Oklahoma
$335K +$15K +207 +4%
3 4
5
6 7

IMKTA Hedge Fund Activity: Q2 2024 in Review

202 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q2 2024, worth a combined $841M — down 7.9% from $912M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IMKTA positions and 25 closed out — a net gain of 6 holders — while 95 added to existing stakes and 48 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $7.49M. The largest seller was Royce & Associates, cutting an estimated $7.61M.

  • 202 institutional investors held Ingles Markets (IMKTA) as of Q2 2024, up from 198 in Q1 2024.
  • Funds reported $841M of Ingles Markets stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 31 funds opened new Ingles Markets positions in Q2 2024 and 25 closed out, a net change of +6 holders.
  • The largest Ingles Markets buyer in Q2 2024 was Brandes Investment Partners, an estimated $7.49M added.
  • The largest Ingles Markets seller in Q2 2024 was Royce & Associates, an estimated $7.61M sold.

Based on aggregated 13F filings for Q2 2024.