Ingles Markets
IMKTA
99 hedge funds and large institutions have $224M invested in Ingles Markets in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 8 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 32
1% less funds holding
Funds holding: 100 → 99 (-1)
11% less capital invested
Capital invested by funds: $252M → $224M (-$28.1M)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
93% less call options, than puts
Call options by funds: $52K | Put options by funds: $703K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$3.59M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$2.43M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.19M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$640K |
| 5 |
Renaissance Technologies
New York
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGI
CI Global Investments
Oakland,
California
|
-$1.35M |
| 2 |
Morgan Stanley
New York
|
-$1.28M |
| 3 |
Axa
Paris,
France
|
-$1.22M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$747K |
| 5 |
Two Sigma Investments
New York
|
-$549K |
IMKTA Hedge Fund Activity: Q1 2014 in Review
99 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q1 2014, worth a combined $224M — down 11% from $252M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IMKTA and 7 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 40 added.
The largest buyer was River Road Asset Management, adding an estimated $3.59M. The largest seller was CI Global Investments, exiting entirely with an estimated $1.35M sold.
- 99 institutional investors held Ingles Markets (IMKTA) as of Q1 2014, down from 100 in Q4 2013.
- Funds reported $224M of Ingles Markets stock for Q1 2014, down 11% quarter-over-quarter.
- 7 funds opened new Ingles Markets positions in Q1 2014 and 8 closed out, a net change of -1 holder.
- The largest Ingles Markets buyer in Q1 2014 was River Road Asset Management, an estimated $3.59M added.
- The largest Ingles Markets seller in Q1 2014 was CI Global Investments, an estimated $1.35M sold.
Based on aggregated 13F filings for Q1 2014.