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Ingles Markets

198 hedge funds and large institutions have $912M invested in Ingles Markets in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 73 increasing their positions, 69 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $1.52M

6% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 69

1.07% less ownership

Funds ownership: 82.9%81.83% (-1.1%)

3% less funds holding

Funds holding: 205198 (-7)

12% less capital invested

Capital invested by funds: $1.04B → $912M (-$128M)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

Holders
198
Holders Change
-7
Holders Change %
-3.41%
% of All Funds
2.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
73
Reduced
69
Closed
30
Calls
$1.66M
Puts
$1.52M
Net Calls
+$146K
Net Calls Change
-$3M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$318K +$4.08K +51 +1%
CG
127
Cynosure Group
Utah
$312K +$326K +4,072 New
Federated Hermes
128
Federated Hermes
Pennsylvania
$312K -$131K -1,641 -29%
TA
129
Teton Advisors
New York
$307K
ASRS
130
Arizona State Retirement System
Arizona
$291K -$4.48K -56 -1%
YIH
131
Y-Intercept (HK)
Hong Kong
$283K +$295K +3,686 New
BC
132
Burney Company
Virginia
$275K +$560 +7 +0.2%
Creative Planning
133
Creative Planning
Kansas
$275K -$74.5K -932 -21%
HW
134
Hancock Whitney
Mississippi
$269K -$33.6K -420 -11%
BF
135
BOK Financial
Oklahoma
$267K +$282K +3,525 New
SEI Investments
136
SEI Investments
Pennsylvania
$263K -$84.7K -1,059 -24%
SPS
137
Susquehanna Portfolio Strategies
Pennsylvania
$262K -$69.5K -869 -20%
Pictet Asset Management
138
Pictet Asset Management
Switzerland
$260K +$272K +3,401 New
RJFSA
139
Raymond James Financial Services Advisors
Florida
$255K +$15.7K +196 +6%
PCM
140
Prelude Capital Management
New York
$253K +$24.3K +304 +10%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$235K -$163K -2,037 -40%
ECM
142
EMC Capital Management
Texas
$231K -$68K -850 -22%
ECM
143
ExodusPoint Capital Management
New York
$231K +$241K +3,011 New
LPL Financial
144
LPL Financial
California
$228K +$238K +2,976 New
US Bancorp
145
US Bancorp
Minnesota
$221K -$61.1K -764 -21%
RWM
146
Ritholtz Wealth Management
New York
$213K -$38.7K -484 -15%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$213K +$70.8K +885 +47%
Rafferty Asset Management
148
Rafferty Asset Management
New York
$210K +$9.68K +121 +5%
VIA
149
Virtus Investment Advisers
Connecticut
$207K
CC
150
Centiva Capital
New York
$205K +$214K +2,670 New