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Ingles Markets
IMKTA

205 hedge funds and large institutions have $978M invested in Ingles Markets in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

745% more call options, than puts

Call options by funds: $5.65M | Put options by funds: $669K

0.71% more ownership

Funds ownership: 81.6% → 82.31% (+0.71%)

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

6% less capital invested

Capital invested by funds: $1.04B → $978M (-$64.4M)

8% less funds holding

Funds holding: 224 → 205 (-19)

45% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 38

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
205
Holders Change
-19
Holders Change %
-8.48%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
74
Reduced
74
Closed
38
Calls
$5.65M
Puts
$669K
Net Calls
+$4.98M
Net Calls Change
-$1.3M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$23.1M
2
Millennium Management
Millennium Management
New York
+$12.5M
3
EF
Empowered Funds
Pennsylvania
+$7.31M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.38M
5
RRAM
River Road Asset Management
Kentucky
+$2.36M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$7.4M
2
PAM
Panagora Asset Management
Massachusetts
-$5.01M
3
Invesco
Invesco
Georgia
-$4.64M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.26M
5
VI
Vestcor Inc
New Brunswick, Canada
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
151
SkyOak Wealth
Michigan
$232K +$33K +384 +16%
AWM
152
Apollon Wealth Management
South Carolina
$226K -$539K -6,260 -70%
VIA
153
Virtus Investment Advisers
Connecticut
$223K – – –
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$216K – – –
Canada Life
155
Canada Life
Manitoba, Canada
$210K +$53.7K +624 +33%
State of Tennessee, Department of Treasury
156
State of Tennessee, Department of Treasury
Tennessee
$207K – – –
IWC
157
Integrated Wealth Concepts
Massachusetts
$204K +$212K +2,464 New
LG
158
Leuthold Group
Minnesota
$203K +$212K +2,459 New
SOW
159
State of Wyoming
Wyoming
$159K -$163K -1,892 -50%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$139K – – –
AB
161
Amalgamated Bank
New York
$114K -$10.2K -119 -8%
New York State Teachers Retirement System (NYSTRS)
162
New York State Teachers Retirement System (NYSTRS)
New York
$107K – – –
SO
163
STRS Ohio
Ohio
$99K -$594K -6,900 -85%
PA
164
Parallel Advisors
California
$92.2K +$3.87K +45 +4%
ACM
165
Aquatic Capital Management
Illinois
$91K +$25.8K +300 +38%
AIP
166
Ameritas Investment Partners
Nebraska
$89K – – –
GRP
167
Global Retirement Partners
California
$87.4K +$91K +1,057 New
C
168
Covestor
United Kingdom
$84K +$3.96K +46 +5%
WT
169
Whittier Trust
California
$66.1K – – –
MLICM
170
Metropolitan Life Insurance Company (MetLife)
New York
$65K – – –
Bessemer Group
171
Bessemer Group
New Jersey
$58K – – –
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$57K +$2.75K +32 +5%
TCPG
173
Trivant Custom Portfolio Group
California
$41.3K – – –
S
174
SignatureFD
Georgia
$38.5K -$4.73K -55 -11%
Osaic Holdings
175
Osaic Holdings
Arizona
$36.3K +$13.1K +152 +53%
5 6
7
8 9

IMKTA Hedge Fund Activity: Q2 2023 in Review

205 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q2 2023, worth a combined $978M — down 6.2% from $1.04B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IMKTA and 21 opened new positions — a net loss of 17 holders — while 74 trimmed existing stakes and 74 added.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $23.1M. The largest seller was LSV Asset Management, cutting an estimated $7.4M.

  • 205 institutional investors held Ingles Markets (IMKTA) as of Q2 2023, down from 224 in Q1 2023.
  • Funds reported $978M of Ingles Markets stock for Q2 2023, down 6.2% quarter-over-quarter.
  • 21 funds opened new Ingles Markets positions in Q2 2023 and 38 closed out, a net change of -17 holders.
  • The largest Ingles Markets buyer in Q2 2023 was Southeastern Asset Management, an estimated $23.1M added.
  • The largest Ingles Markets seller in Q2 2023 was LSV Asset Management, an estimated $7.4M sold.

Based on aggregated 13F filings for Q2 2023.