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Ingles Markets

224 hedge funds and large institutions have $1.04B invested in Ingles Markets in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $7.62M | Put options by funds: $1.33M

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

4% more funds holding

Funds holding: 215224 (+9)

1% more capital invested

Capital invested by funds: $1.04B → $1.04B (+$6.58M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.39% less ownership

Funds ownership: 82.99%81.6% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 86

Holders
224
Holders Change
+9
Holders Change %
+4.19%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
70
Reduced
86
Closed
22
Calls
$7.62M
Puts
$1.33M
Net Calls
+$6.29M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
126
Colony Family Offices
North Carolina
$444K +$464K +5,000 New
SEI Investments
127
SEI Investments
Pennsylvania
$442K +$462K +4,983 New
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$440K +$227K +2,451 +98%
LIM
129
Leavell Investment Management
Alabama
$371K +$9.28K +100 +2%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$365K -$64K -690 -14%
ETC
131
Exchange Traded Concepts
Oklahoma
$365K +$355K +3,821 +1,313%
Truist Financial
132
Truist Financial
North Carolina
$363K +$3.43K +37 +0.9%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$357K +$105K +1,135 +39%
MSFS
134
Main Street Financial Solutions
Pennsylvania
$357K
TA
135
Teton Advisors
New York
$355K -$46.4K -500 -11%
ASRS
136
Arizona State Retirement System
Arizona
$351K +$9.83K +106 +3%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$351K +$6.96K +75 +2%
Russell Investments Group
138
Russell Investments Group
United Kingdom
$344K -$1.6M -17,241 -82%
ECM
139
EMC Capital Management
Texas
$343K
SOW
140
State of Wyoming
Wyoming
$339K +$119K +1,279 +50%
Creative Planning
141
Creative Planning
Kansas
$333K +$92K +992 +36%
DT
142
Diversified Trust
Tennessee
$329K +$90.2K +972 +35%
CSS
143
Cubist Systematic Strategies
Connecticut
$322K -$656K -7,071 -66%
FCCM
144
First City Capital Management
Georgia
$322K
Principal Financial Group
145
Principal Financial Group
Iowa
$317K +$22.9K +247 +7%
TPCM
146
Templeton & Phillips Capital Management
Tennessee
$312K
BRWA
147
B. Riley Wealth Advisors
Florida
$311K -$4.17K -45 -1%
OWA
148
One Wealth Advisors
California
$297K +$65.1K +702 +26%
ZCM
149
Zebra Capital Management
Connecticut
$295K +$308K +3,321 New
II
150
Inspire Investing
Idaho
$286K +$299K +3,222 New

IMKTA Hedge Fund Activity: Q1 2023 in Review

224 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q1 2023, worth a combined $1.04B — up 0.64% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IMKTA positions and 22 closed out — a net gain of 11 holders — while 70 added to existing stakes and 86 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $5.28M. The largest seller was Invesco, cutting an estimated $10.8M.

  • 224 institutional investors held Ingles Markets (IMKTA) as of Q1 2023, up from 215 in Q4 2022.
  • Funds reported $1.04B of Ingles Markets stock for Q1 2023, up 0.64% quarter-over-quarter.
  • 33 funds opened new Ingles Markets positions in Q1 2023 and 22 closed out, a net change of +11 holders.
  • The largest Ingles Markets buyer in Q1 2023 was Foundry Partners, an estimated $5.28M added.
  • The largest Ingles Markets seller in Q1 2023 was Invesco, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2023.