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Ingles Markets

208 hedge funds and large institutions have $928M invested in Ingles Markets in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $2.58M | Put options by funds: $992K

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

14% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 69

10% more capital invested

Capital invested by funds: $841M → $928M (+$87M)

3% more funds holding

Funds holding: 202208 (+6)

1.29% more ownership

Funds ownership: 84.27%85.56% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
79
Reduced
69
Closed
18
Calls
$2.58M
Puts
$992K
Net Calls
+$1.59M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$93.7M +$4.26M +57,891 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$91.5M +$2.48M +33,749 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$82.4M -$2.66M -36,115 -3%
RRAM
4
River Road Asset Management
Kentucky
$72.4M +$4.73M +64,296 +7%
GI
5
GAMCO Investors
Connecticut
$40.4M -$941K -12,790 -2%
RA
6
Royce & Associates
New York
$32.4M -$5.56M -75,607 -15%
American Century Companies
7
American Century Companies
Missouri
$31.9M +$4.33M +58,851 +16%
Charles Schwab
8
Charles Schwab
California
$30.3M +$2.28M +31,027 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$29.8M +$1.05M +14,264 +4%
State Street
10
State Street
Massachusetts
$28.3M -$3.16K -43 -0%
GF
11
Gabelli Funds
New York
$28M -$36.8K -500 -0.1%
BIP
12
Brandes Investment Partners
California
$28M +$13.1M +178,132 +91%
Morgan Stanley
13
Morgan Stanley
New York
$22.1M +$7.08M +96,248 +48%
LSV Asset Management
14
LSV Asset Management
Illinois
$18.2M -$2.6M -35,321 -13%
DZ Bank
15
DZ Bank
Germany
$15.1M -$2.05M -27,844 -12%
SFM
16
Systematic Financial Management
New Jersey
$14.7M +$1.11M +15,107 +8%
BCM
17
Bridgeway Capital Management
Texas
$14.4M -$1.65M -22,391 -10%
Renaissance Technologies
18
Renaissance Technologies
New York
$14.3M -$818K -11,126 -5%
Northern Trust
19
Northern Trust
Illinois
$13.4M +$39.2K +533 +0.3%
Goldman Sachs
20
Goldman Sachs
New York
$8.41M -$1.06M -14,472 -11%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.9M -$569K -7,735 -7%
Allianz Asset Management
22
Allianz Asset Management
Germany
$7.3M +$1.08M +14,640 +18%
DA
23
Denali Advisors
California
$7.26M +$383K +5,206 +6%
Invesco
24
Invesco
Georgia
$7.18M +$2.33M +31,635 +49%
EF
25
Empowered Funds
Pennsylvania
$6.88M -$1.56M -21,252 -19%

IMKTA Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ingles Markets (IMKTA) for Q3 2024, worth a combined $928M — up 10% from $841M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IMKTA positions and 18 closed out — a net gain of 7 holders — while 79 added to existing stakes and 69 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $13.1M. The largest seller was Southeastern Asset Management, exiting entirely with an estimated $30.2M sold.

  • 208 institutional investors held Ingles Markets (IMKTA) as of Q3 2024, up from 202 in Q2 2024.
  • Funds reported $928M of Ingles Markets stock for Q3 2024, up 10% quarter-over-quarter.
  • 25 funds opened new Ingles Markets positions in Q3 2024 and 18 closed out, a net change of +7 holders.
  • The largest Ingles Markets buyer in Q3 2024 was Brandes Investment Partners, an estimated $13.1M added.
  • The largest Ingles Markets seller in Q3 2024 was Southeastern Asset Management, an estimated $30.2M sold.

Based on aggregated 13F filings for Q3 2024.