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Ingles Markets

224 hedge funds and large institutions have $1.04B invested in Ingles Markets in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

472% more call options, than puts

Call options by funds: $7.62M | Put options by funds: $1.33M

50% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 22

4% more funds holding

Funds holding: 215224 (+9)

1% more capital invested

Capital invested by funds: $1.04B → $1.04B (+$6.58M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.39% less ownership

Funds ownership: 82.99%81.6% (-1.4%)

19% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 86

Holders
224
Holders Change
+9
Holders Change %
+4.19%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
70
Reduced
86
Closed
22
Calls
$7.62M
Puts
$1.33M
Net Calls
+$6.29M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
201
Huntington National Bank
Ohio
$14.5K -$742 -8 -5%
FFA
202
Farther Finance Advisors
California
$7.63K
LC
203
Lindbrook Capital
California
$6.39K -$1.3K -14 -16%
TWA
204
TCI Wealth Advisors
Arizona
$6.03K
MAM
205
Meeder Asset Management
Ohio
$5.77K -$18.9K -204 -76%
JGIA
206
Jackson Grant Investment Advisers
Connecticut
$3.81K
IA
207
IFP Advisors
Florida
$3.6K -$278 -3 -2%
WWP
208
WR Wealth Planners
Missouri
$3.37K +$3.53K +38 New
FHA
209
First Horizon Advisors
Tennessee
$2.84K
HWM
210
HighMark Wealth Management
Minnesota
$2.66K +$2.78K +30 New
BIA
211
Bell Investment Advisors
California
$2.31K -$6.87K -74 -74%
SWM
212
Spire Wealth Management
Virginia
$2.22K +$2.32K +25 New
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$1.86K
HCP
214
Hexagon Capital Partners
Arkansas
$1.42K -$1.67K -18 -53%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1K
EWA
216
EverSource Wealth Advisors
Alabama
$887
PWMG
217
Prestige Wealth Management Group
New Jersey
$887
GWS
218
Glassman Wealth Services
Virginia
$621
2L
219
25 LLC
Missouri
$490 +$557 +6 New
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
$393 -$27.6K -298 -6%
PTC
221
Private Trust Company
Ohio
$355 +$371 +4 New
JWA
222
JFS Wealth Advisors
Pennsylvania
$267 +$186 +2 +200%
DI
223
Disciplined Investments
Oklahoma
$177 +$93 +1 +100%
SC
224
Schubert & Co
Texas
$89 +$93 +1 New
SIC
225
SJS Investment Consulting
Ohio
$89 +$93 +1 New

IMKTA Hedge Fund Activity: Q1 2023 in Review

224 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q1 2023, worth a combined $1.04B — up 0.64% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IMKTA positions and 22 closed out — a net gain of 11 holders — while 70 added to existing stakes and 86 trimmed.

The largest buyer was Foundry Partners, opening a new position worth an estimated $5.28M. The largest seller was Invesco, cutting an estimated $10.8M.

  • 224 institutional investors held Ingles Markets (IMKTA) as of Q1 2023, up from 215 in Q4 2022.
  • Funds reported $1.04B of Ingles Markets stock for Q1 2023, up 0.64% quarter-over-quarter.
  • 33 funds opened new Ingles Markets positions in Q1 2023 and 22 closed out, a net change of +11 holders.
  • The largest Ingles Markets buyer in Q1 2023 was Foundry Partners, an estimated $5.28M added.
  • The largest Ingles Markets seller in Q1 2023 was Invesco, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2023.