Ingles Markets
IMKTA
199 hedge funds and large institutions have $900M invested in Ingles Markets in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 76 increasing their positions, 70 reducing their positions, and 24 closing their positions.
366% more call options, than puts
Call options by funds: $3.44M | Put options by funds: $738K
9% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 70
0.08% more ownership
Funds ownership: 82.31% → 82.39% (+0.08%)
3% less funds holding
Funds holding: 205 → 199 (-6)
8% less capital invested
Capital invested by funds: $978M → $900M (-$78M)
21% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$13M |
| 2 |
Goldman Sachs
New York
|
+$3.07M |
| 3 |
Morgan Stanley
New York
|
+$3.02M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$2.97M |
| 5 |
Two Sigma Investments
New York
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$5.37M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$3.85M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.73M |
| 4 |
VI
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
-$2.27M |
| 5 |
Lazard Asset Management
New York
|
-$2.17M |
IMKTA Hedge Fund Activity: Q3 2023 in Review
199 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q3 2023, worth a combined $900M — down 8% from $978M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of IMKTA and 19 opened new positions — a net loss of 5 holders — while 70 trimmed existing stakes and 76 added.
The largest buyer was Southeastern Asset Management, adding an estimated $13M. The largest seller was Foundry Partners, exiting entirely with an estimated $5.37M sold.
- 199 institutional investors held Ingles Markets (IMKTA) as of Q3 2023, down from 205 in Q2 2023.
- Funds reported $900M of Ingles Markets stock for Q3 2023, down 8% quarter-over-quarter.
- 19 funds opened new Ingles Markets positions in Q3 2023 and 24 closed out, a net change of -5 holders.
- The largest Ingles Markets buyer in Q3 2023 was Southeastern Asset Management, an estimated $13M added.
- The largest Ingles Markets seller in Q3 2023 was Foundry Partners, an estimated $5.37M sold.
Based on aggregated 13F filings for Q3 2023.