Ingles Markets
IMKTA
140 hedge funds and large institutions have $549M invested in Ingles Markets in 2015 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 15 closing their positions.
167% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 15
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
79% more call options, than puts
Call options by funds: $14M | Put options by funds: $7.86M
57% more capital invested
Capital invested by funds: $350M → $549M (+$199M)
21% more funds holding
Funds holding: 116 → 140 (+24)
7% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$11.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$10.9M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$7.62M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.69M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$6.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$13.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.04M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.99M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.67M |
IMKTA Hedge Fund Activity: Q1 2015 in Review
140 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q1 2015, worth a combined $549M — up 57% from $350M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IMKTA positions and 15 closed out — a net gain of 25 holders — while 45 added to existing stakes and 42 trimmed.
The largest buyer was AJO LP, opening a new position worth an estimated $11.4M. The largest seller was River Road Asset Management, cutting an estimated $13.3M.
- 140 institutional investors held Ingles Markets (IMKTA) as of Q1 2015, up from 116 in Q4 2014.
- Funds reported $549M of Ingles Markets stock for Q1 2015, up 57% quarter-over-quarter.
- 40 funds opened new Ingles Markets positions in Q1 2015 and 15 closed out, a net change of +25 holders.
- The largest Ingles Markets buyer in Q1 2015 was AJO LP, an estimated $11.4M added.
- The largest Ingles Markets seller in Q1 2015 was River Road Asset Management, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2015.