Ingles Markets
IMKTA
198 hedge funds and large institutions have $912M invested in Ingles Markets in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 68 reducing their positions, and 30 closing their positions.
10% more call options, than puts
Call options by funds: $1.66M | Put options by funds: $1.52M
9% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 68
0.13% more ownership
Funds ownership: 81.7% → 81.83% (+0.13%)
3% less funds holding
Funds holding: 205 → 198 (-7)
11% less capital invested
Capital invested by funds: $1.03B → $912M (-$113M)
20% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$7.15M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$4.03M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$2.61M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$2.25M |
| 5 |
VI
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$6.8M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$6M |
| 3 |
BlackRock
New York
|
-$4.06M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$2.12M |
| 5 |
Millennium Management
New York
|
-$2.12M |
IMKTA Hedge Fund Activity: Q1 2024 in Review
198 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q1 2024, worth a combined $912M — down 11% from $1.03B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of IMKTA and 24 opened new positions — a net loss of 6 holders — while 68 trimmed existing stakes and 74 added.
The largest buyer was Systematic Financial Management, opening a new position worth an estimated $7.15M. The largest seller was Royce & Associates, cutting an estimated $6.8M.
- 198 institutional investors held Ingles Markets (IMKTA) as of Q1 2024, down from 205 in Q4 2023.
- Funds reported $912M of Ingles Markets stock for Q1 2024, down 11% quarter-over-quarter.
- 24 funds opened new Ingles Markets positions in Q1 2024 and 30 closed out, a net change of -6 holders.
- The largest Ingles Markets buyer in Q1 2024 was Systematic Financial Management, an estimated $7.15M added.
- The largest Ingles Markets seller in Q1 2024 was Royce & Associates, an estimated $6.8M sold.
Based on aggregated 13F filings for Q1 2024.