Ingles Markets
IMKTA
187 hedge funds and large institutions have $1.07B invested in Ingles Markets in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 44 increasing their positions, 73 reducing their positions, and 16 closing their positions.
512% more call options, than puts
Call options by funds: $13.4M | Put options by funds: $2.18M
156% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 16
28% more capital invested
Capital invested by funds: $840M → $1.07B (+$232M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
15% more funds holding
Funds holding: 163 → 187 (+24)
2.26% less ownership
Funds ownership: 89.3% → 87.04% (-2.3%)
40% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$9.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$6.12M |
| 3 |
Goldman Sachs
New York
|
+$5.78M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$4.79M |
| 5 |
Lazard Asset Management
New York
|
+$3.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCA
Boundary Creek Advisors
New York
|
-$9.32M |
| 2 |
Millennium Management
New York
|
-$8.84M |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
-$5.15M |
| 4 |
HAM
Harber Asset Management
Asheville,
North Carolina
|
-$4.53M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$4.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
201
Montag & Associates
Atlanta,
Georgia
| – | -$33K | -507 | Closed |
|
|
AWA
202
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$11K | -173 | Closed |
|
203
Rockefeller Capital Management
New York
| – | -$3K | -52 | Closed |
|
IMKTA Hedge Fund Activity: Q4 2021 in Review
187 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q4 2021, worth a combined $1.07B — up 28% from $840M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IMKTA positions and 16 closed out — a net gain of 25 holders — while 44 added to existing stakes and 73 trimmed.
The largest buyer was DZ Bank, opening a new position worth an estimated $9.6M. The largest seller was Boundary Creek Advisors, exiting entirely with an estimated $9.32M sold.
- 187 institutional investors held Ingles Markets (IMKTA) as of Q4 2021, up from 163 in Q3 2021.
- Funds reported $1.07B of Ingles Markets stock for Q4 2021, up 28% quarter-over-quarter.
- 41 funds opened new Ingles Markets positions in Q4 2021 and 16 closed out, a net change of +25 holders.
- The largest Ingles Markets buyer in Q4 2021 was DZ Bank, an estimated $9.6M added.
- The largest Ingles Markets seller in Q4 2021 was Boundary Creek Advisors, an estimated $9.32M sold.
Based on aggregated 13F filings for Q4 2021.