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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
ECM
201
EMC Capital Management
Texas
$364 +$2.13M +24,768 +641%
JWA
202
JFS Wealth Advisors
Pennsylvania
$248 – – –
DI
203
Disciplined Investments
Oklahoma
$83 -$86 -1 -50%
SIC
204
SJS Investment Consulting
Ohio
$83 – – –
Arrowstreet Capital
205
Arrowstreet Capital
Massachusetts
– -$4.26M -47,994 Closed
Norges Bank
206
Norges Bank
Norway
– -$1.18M -13,300 Closed
SI
207
Shaker Investments
Ohio
– -$1.03M -11,632 Closed
Mirae Asset Global Investments
208
Mirae Asset Global Investments
South Korea
– -$887K -10,004 Closed
AIM
209
Ausbil Investment Management
Australia
– -$878K -9,904 Closed
OLA
210
Oliver Luxxe Assets
New Jersey
– -$749K -8,442 Closed
Verition Fund Management
211
Verition Fund Management
Connecticut
– -$586K -6,601 Closed
CIM
212
Cambria Investment Management
California
– -$530K -5,974 Closed
Aviva
213
Aviva
United Kingdom
– -$464K -5,228 Closed
CFO
214
Colony Family Offices
North Carolina
– -$444K -5,000 Closed
LIM
215
Leavell Investment Management
Alabama
– -$371K -4,180 Closed
Russell Investments Group
216
Russell Investments Group
United Kingdom
– -$344K -3,877 Closed
DT
217
Diversified Trust
Tennessee
– -$329K -3,714 Closed
CSS
218
Cubist Systematic Strategies
Connecticut
– -$322K -3,635 Closed
Principal Financial Group
219
Principal Financial Group
Iowa
– -$317K -3,574 Closed
BRWA
220
B. Riley Wealth Advisors
Florida
– -$311K -3,508 Closed
FCCM
221
First City Capital Management
Georgia
– -$322K -3,500 Closed
MCM
222
MAI Capital Management
Ohio
– -$274K -3,094 Closed
WAM
223
Watershed Asset Management
California
– -$272K -3,064 Closed
State of Wisconsin Investment Board
224
State of Wisconsin Investment Board
Wisconsin
– -$257K -2,897 Closed
GAM
225
Gotham Asset Management
New York
– -$234K -2,636 Closed
6 7 8
9
10

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.