Ingles Markets
IMKTA
160 hedge funds and large institutions have $552M invested in Ingles Markets in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 16 closing their positions.
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
10% more capital invested
Capital invested by funds: $502M → $552M (+$49.7M)
4% more funds holding
Funds holding: 154 → 160 (+6)
3% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 59
1.96% less ownership
Funds ownership: 92.98% → 91.02% (-2%)
59% less call options, than puts
Call options by funds: $1.32M | Put options by funds: $3.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scion Asset Management
Saratoga,
California
|
+$4.3M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$2.77M |
| 3 |
Morgan Stanley
New York
|
+$2.64M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$2.29M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$10.5M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$6.05M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.63M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$2.17M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$2.03M |
IMKTA Hedge Fund Activity: Q4 2020 in Review
160 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q4 2020, worth a combined $552M — up 9.9% from $502M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IMKTA positions and 16 closed out — a net gain of 7 holders — while 57 added to existing stakes and 59 trimmed.
The largest buyer was Scion Asset Management, opening a new position worth an estimated $4.3M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $10.5M sold.
- 160 institutional investors held Ingles Markets (IMKTA) as of Q4 2020, up from 154 in Q3 2020.
- Funds reported $552M of Ingles Markets stock for Q4 2020, up 9.9% quarter-over-quarter.
- 23 funds opened new Ingles Markets positions in Q4 2020 and 16 closed out, a net change of +7 holders.
- The largest Ingles Markets buyer in Q4 2020 was Scion Asset Management, an estimated $4.3M added.
- The largest Ingles Markets seller in Q4 2020 was Janus Henderson Group, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2020.