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Ingles Markets

116 hedge funds and large institutions have $477M invested in Ingles Markets in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 33 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $2.89M | Put options by funds: $399K

2% more capital invested

Capital invested by funds: $465M → $477M (+$11.5M)

6% less funds holding

Funds holding: 124116 (-8)

31% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 48

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

Holders
116
Holders Change
-8
Holders Change %
-6.45%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
33
Reduced
48
Closed
16
Calls
$2.89M
Puts
$399K
Net Calls
+$2.49M
Net Calls Change
-$750K

IMKTA Hedge Fund Activity: Q3 2016 in Review

116 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q3 2016, worth a combined $477M — up 2.5% from $465M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IMKTA and 9 opened new positions — a net loss of 7 holders — while 48 trimmed existing stakes and 33 added.

The largest buyer was River Road Asset Management, adding an estimated $5.85M. The largest seller was Omni Partners, exiting entirely with an estimated $10.5M sold.

  • 116 institutional investors held Ingles Markets (IMKTA) as of Q3 2016, down from 124 in Q2 2016.
  • Funds reported $477M of Ingles Markets stock for Q3 2016, up 2.5% quarter-over-quarter.
  • 9 funds opened new Ingles Markets positions in Q3 2016 and 16 closed out, a net change of -7 holders.
  • The largest Ingles Markets buyer in Q3 2016 was River Road Asset Management, an estimated $5.85M added.
  • The largest Ingles Markets seller in Q3 2016 was Omni Partners, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2016.