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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
W
176
WealthCollab
Washington
$11.9K -$16.3K -242 -57%
GI
177
GAMMA Investing
California
$11.8K -$15K -223 -55%
Federated Hermes
178
Federated Hermes
Pennsylvania
$10.6K -$8.01K -119 -42%
C
179
Covestor
United Kingdom
$10K +$269 +4 +3%
Osaic Holdings
180
Osaic Holdings
Arizona
$9.09K +$67 +1 +0.7%
HCA
181
Harbor Capital Advisors
Illinois
$9K -$135 -2 -1%
IA
182
IFP Advisors
Florida
$8.36K -$4.3K -64 -33%
ST
183
Smithfield Trust
Pennsylvania
$7K +$7.4K +110 New
LC
184
Lindbrook Capital
California
$6.57K -$2.56K -38 -27%
FGA
185
Fortis Group Advisors
New Jersey
$6.44K
FFA
186
Farther Finance Advisors
California
$4.7K -$4.17K -62 -46%
HWM
187
Hemington Wealth Management
Virginia
$4K -$67 -1 -1%
SAM
188
Smartleaf Asset Management
Massachusetts
$2.23K -$1.95K -29 -45%
SPIA
189
Steward Partners Investment Advisory
New York
$1.93K +$2.02K +30 New
TWD
190
True Wealth Design
Ohio
$1.8K +$1.88K +28 New
ACM
191
Aster Capital Management
United Arab Emirates
$1.8K -$6.19K -92 -77%
CAL
192
Capital Advisors Ltd
Ohio
$1K -$875 -13 -42%
VCM
193
Versant Capital Management
Arizona
$902 -$740 -11 -44%
SIC
194
Salem Investment Counselors
North Carolina
$774
RIL
195
Rothschild Investment LLC
Illinois
$644 +$336 +5 +100%
QL
196
Quarry LP
New York
$644 +$673 +10 New
PWMG
197
Private Wealth Management Group
New Jersey
$516 -$6.46K -96 -92%
RTC
198
Riverview Trust Company
Washington
$516 +$538 +8 New
EWA
199
EverSource Wealth Advisors
Alabama
$322 -$6.53K -97 -95%
HCP
200
Hexagon Capital Partners
Arkansas
$193 +$202 +3 New

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.