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Ingles Markets
IMKTA

202 hedge funds and large institutions have $841M invested in Ingles Markets in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 95 increasing their positions, 48 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 48

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

2.44% more ownership

Funds ownership: 81.83% → 84.27% (+2.4%)

2% more funds holding

Funds holding: 198 → 202 (+4)

8% less capital invested

Capital invested by funds: $912M → $841M (-$71.7M)

51% less call options, than puts

Call options by funds: $322K | Put options by funds: $659K

Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
95
Reduced
48
Closed
25
Calls
$322K
Puts
$659K
Net Calls
-$337K
Net Calls Change
-$483K

Top Buyers

1
BIP
Brandes Investment Partners
California
+$7.49M
2
SFM
Systematic Financial Management
New Jersey
+$6.67M
3
RRAM
River Road Asset Management
Kentucky
+$6.11M
4
Charles Schwab
Charles Schwab
California
+$2.56M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
+$2.42M

Top Sellers

1
RA
Royce & Associates
New York
-$7.61M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.03M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.7M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.44M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nomura Asset Management
176
Nomura Asset Management
Japan
$13.7K – – –
A
177
AlphaQuest
New York
$12.6K +$13.2K +183 New
LC
178
Lindbrook Capital
California
$9.81K +$5.86K +81 +131%
Osaic Holdings
179
Osaic Holdings
Arizona
$9.61K +$2.17K +30 +27%
EWA
180
EverSource Wealth Advisors
Alabama
$8.27K +$7.38K +102 New
FHA
181
First Horizon Advisors
Tennessee
$8.23K +$1.59K +22 +22%
PWMG
182
Private Wealth Management Group
New Jersey
$7.14K +$5.36K +74 +247%
FGA
183
Fortis Group Advisors
New Jersey
$6.86K – – –
GI
184
GAMMA Investing
California
$5.42K +$2.32K +32 +68%
FFA
185
Farther Finance Advisors
California
$5.35K -$434 -6 -7%
AF
186
Advisornet Financial
Minnesota
$3.09K -$5.79K -80 -64%
SAM
187
Smartleaf Asset Management
Massachusetts
$2.6K +$2.75K +38 New
WIA
188
Wetzel Investment Advisors
Indiana
$2.22K – – –
HWM
189
HighMark Wealth Management
Minnesota
$2.08K – – –
AAP
190
Arax Advisory Partners
Colorado
$2.06K +$2.17K +30 New
CAL
191
Capital Advisors Ltd
Ohio
$2K +$2.24K +31 New
BIA
192
Bell Investment Advisors
California
$1.78K +$1.3K +18 +225%
Jones Financial Companies
193
Jones Financial Companies
Missouri
$1.72K +$1.81K +25 New
AW
194
Avion Wealth
Texas
$1K +$1.52K +21 New
VCM
195
Versant Capital Management
Arizona
$892 -$1.52K -21 -62%
SIC
196
Salem Investment Counselors
North Carolina
$824 – – –
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$692 +$724 +10 New
RIL
198
Rothschild Investment LLC
Illinois
$343 +$362 +5 New
AF
199
Allworth Financial
California
$151 -$12.3K -170 -99%
SIC
200
SJS Investment Consulting
Ohio
$138 +$72 +1 +100%
6 7
8
9 10

IMKTA Hedge Fund Activity: Q2 2024 in Review

202 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q2 2024, worth a combined $841M — down 7.9% from $912M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IMKTA positions and 25 closed out — a net gain of 6 holders — while 95 added to existing stakes and 48 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $7.49M. The largest seller was Royce & Associates, cutting an estimated $7.61M.

  • 202 institutional investors held Ingles Markets (IMKTA) as of Q2 2024, up from 198 in Q1 2024.
  • Funds reported $841M of Ingles Markets stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 31 funds opened new Ingles Markets positions in Q2 2024 and 25 closed out, a net change of +6 holders.
  • The largest Ingles Markets buyer in Q2 2024 was Brandes Investment Partners, an estimated $7.49M added.
  • The largest Ingles Markets seller in Q2 2024 was Royce & Associates, an estimated $7.61M sold.

Based on aggregated 13F filings for Q2 2024.