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Ingles Markets

208 hedge funds and large institutions have $928M invested in Ingles Markets in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $992K

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

10% more capital invested

Capital invested by funds: $841M → $928M (+$87M)

3% more funds holding

Funds holding: 202208 (+6)

1.29% more ownership

Funds ownership: 84.27%85.56% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
79
Reduced
69
Closed
18
Calls
$2.58M
Puts
$992K
Net Calls
+$1.59M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
101
Avidian Wealth Enterprises
Texas
$544K -$205K -2,783 -28%
LTAS
102
Linden Thomas Advisory Services
North Carolina
$536K +$80.3K +1,092 +18%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$532K -$7.06K -96 -1%
CANY
104
Caxton Associates (New York)
New York
$523K +$516K +7,012 New
DTL
105
Dynamic Technology Lab
Singapore
$523K +$89.2K +1,213 +21%
FPAS
106
Focus Partners Advisor Solutions
Missouri
$520K -$7.58K -103 -1%
Creative Planning
107
Creative Planning
Kansas
$511K +$144K +1,964 +40%
YIH
108
Y-Intercept (HK)
Hong Kong
$501K -$120K -1,632 -20%
LPL Financial
109
LPL Financial
California
$477K +$86.3K +1,173 +22%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$471K +$38.7K +526 +9%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$439K +$24.6K +335 +6%
DC
112
Davenport & Co
Virginia
$431K +$425K +5,775 New
Franklin Resources
113
Franklin Resources
California
$431K +$27.8K +378 +6%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$427K -$21.7K -295 -4%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$423K +$98.4K +1,338 +31%
TI
116
Trexquant Investment
Connecticut
$416K -$243K -3,302 -37%
GAM
117
Gotham Asset Management
New York
$388K +$382K +5,200 New
VOYA Investment Management
118
VOYA Investment Management
Georgia
$376K -$15.7K -214 -4%
Commonwealth Equity Services
119
Commonwealth Equity Services
Massachusetts
$375K +$38.5K +524 +12%
CG
120
Cynosure Group
Utah
$374K -$29.8K -405 -7%
PAM
121
Panagora Asset Management
Massachusetts
$371K -$21.7K -295 -6%
IEFM
122
IQ EQ Fund Management
Ireland
$351K
TSS
123
Two Sigma Securities
New York
$344K +$340K +4,617 New
PA
124
Parallel Advisors
California
$339K +$17.4K +237 +6%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$339K -$75.9K -1,032 -18%

IMKTA Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q3 2024, worth a combined $928M — up 10% from $841M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IMKTA positions and 18 closed out — a net gain of 7 holders — while 79 added to existing stakes and 69 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $13.1M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $30.2M sold.

  • 208 institutional investors held Ingles Markets (IMKTA) as of Q3 2024, up from 202 in Q2 2024.
  • Funds reported $928M of Ingles Markets stock for Q3 2024, up 10% quarter-over-quarter.
  • 25 funds opened new Ingles Markets positions in Q3 2024 and 18 closed out, a net change of +7 holders.
  • The largest Ingles Markets buyer in Q3 2024 was Brandes Investment Partners, an estimated $13.1M added.
  • The largest Ingles Markets seller in Q3 2024 was Southeastern Asset Management, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2024.