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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
AWE
101
Avidian Wealth Enterprises
Texas
$480K +$10.1K +150 +2%
Franklin Resources
102
Franklin Resources
California
$475K +$29.3K +436 +6%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$473K +$112K +1,664 +29%
CF
104
Corebridge Financial
Texas
$464K -$36.5K -543 -7%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$442K -$18K -268 -4%
EGM
106
Engineers Gate Manager
New York
$441K -$1.07M -15,888 -70%
DFCM
107
Dark Forest Capital Management
Puerto Rico
$441K +$460K +6,837 New
IIM
108
INTECH Investment Management
Florida
$424K +$203K +3,014 +84%
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$424K +$16.8K +249 +4%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$414K -$309K -4,600 -42%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$399K -$7.94K -118 -2%
OSAM
112
O'Shaughnessy Asset Management
Connecticut
$391K -$54.4K -809 -12%
SWP
113
Significant Wealth Partners
Illinois
$388K +$405K +6,021 New
SGI
114
Summit Global Investments
Utah
$385K +$402K +5,970 New
IEFM
115
IQ EQ Fund Management
Ireland
$380K +$80.7K +1,200 +26%
Rafferty Asset Management
116
Rafferty Asset Management
New York
$376K +$133K +1,973 +51%
DT
117
Diversified Trust
Tennessee
$370K +$83.4K +1,240 +28%
CC
118
Centiva Capital
New York
$358K +$144K +2,139 +63%
TSW
119
Thompson Siegel & Walmsley
Virginia
$354K +$370K +5,500 New
Simplex Trading
120
Simplex Trading
Illinois
$343K +$348K +5,166 +3,003%
Mariner
121
Mariner
Kansas
$332K +$347K +5,156 New
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$325K +$605 +9 +0.2%
AC
123
AWH Capital
Texas
$322K +$336K +5,000 New
PAM
124
Panagora Asset Management
Massachusetts
$319K -$942 -14 -0.3%
PAG
125
Private Advisor Group
New Jersey
$310K -$220K -3,267 -40%

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.