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Ingles Markets

132 hedge funds and large institutions have $460M invested in Ingles Markets in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $2.16M

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

8% less funds holding

Funds holding: 143132 (-11)

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

86% less capital invested

Capital invested by funds: $3.36B → $460M (-$2.9B)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
132
Holders Change
-11
Holders Change %
-7.69%
% of All Funds
3.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
44
Reduced
46
Closed
27
Calls
$3.46M
Puts
$2.16M
Net Calls
+$1.3M
Net Calls Change
-$4.55M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$47.3M +$236K +6,600 +0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$44.3M +$1.82M +50,930 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.9M -$1.41M -39,369 -3%
GF
4
Gabelli Funds
New York
$35.2M
RRAM
5
River Road Asset Management
Kentucky
$34.4M +$23.6M +659,756 +255%
LSV Asset Management
6
LSV Asset Management
Illinois
$27.8M +$13.4M +374,391 +102%
Allianz Asset Management
7
Allianz Asset Management
Germany
$24.3M +$2.52M +70,400 +12%
Prudential Financial
8
Prudential Financial
New Jersey
$15.8M -$199K -5,558 -1%
State Street
9
State Street
Massachusetts
$13.6M +$1.32M +36,858 +11%
BIT
10
BlackRock Institutional Trust
California
$13.1M +$45.9K +1,284 +0.4%
JIR
11
James Investment Research
Ohio
$13.1M -$2.83M -79,217 -19%
BFA
12
BlackRock Fund Advisors
California
$11.7M -$333K -9,299 -3%
BCM
13
Bridgeway Capital Management
Texas
$9.53M +$1.75M +48,805 +24%
Northern Trust
14
Northern Trust
Illinois
$9.13M +$189K +5,269 +2%
TA
15
Teton Advisors
New York
$6.5M
PPA
16
Parametric Portfolio Associates
Washington
$6.14M +$45.8K +1,281 +0.8%
Ameriprise
17
Ameriprise
Minnesota
$5.75M +$3.13M +87,573 +133%
Morgan Stanley
18
Morgan Stanley
New York
$5.73M +$1.01M +28,332 +23%
Bank of America
19
Bank of America
North Carolina
$5.19M +$4.4M +122,898 +797%
GAM
20
Gotham Asset Management
New York
$4.05M -$4.59M -128,316 -54%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.93M -$2.2M -61,505 -37%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.85M +$376K +10,500 +11%
FC
23
FCA Corp
Texas
$3.57M +$239K +6,666 +8%
QI
24
QS Investors
New York
$3.4M -$2.82M -78,900 -46%
Charles Schwab
25
Charles Schwab
California
$3.32M -$377K -10,533 -11%

IMKTA Hedge Fund Activity: Q1 2016 in Review

132 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q1 2016, worth a combined $460M — down 86% from $3.36B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IMKTA and 17 opened new positions — a net loss of 10 holders — while 46 trimmed existing stakes and 44 added.

The largest buyer was River Road Asset Management, adding an estimated $23.6M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $2.82B sold.

  • 132 institutional investors held Ingles Markets (IMKTA) as of Q1 2016, down from 143 in Q4 2015.
  • Funds reported $460M of Ingles Markets stock for Q1 2016, down 86% quarter-over-quarter.
  • 17 funds opened new Ingles Markets positions in Q1 2016 and 27 closed out, a net change of -10 holders.
  • The largest Ingles Markets buyer in Q1 2016 was River Road Asset Management, an estimated $23.6M added.
  • The largest Ingles Markets seller in Q1 2016 was Americafirst Capital Management, an estimated $2.82B sold.

Based on aggregated 13F filings for Q1 2016.