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Karooooo

20 hedge funds and large institutions have $24.2M invested in Karooooo in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

5% more funds holding

Funds holding: 1920 (+1)

0.21% more ownership

Funds ownership: 2.41%2.62% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less capital invested

Capital invested by funds: $27.4M → $24.2M (-$3.15M)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
1
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.46M +$3.79M +111,071 +150%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.32M +$126K +3,700 +4%
GC
3
Gobi Capital
California
$2.95M
JAM
4
Jupiter Asset Management
United Kingdom
$2.83M -$123K -3,603 -4%
MAP
5
Madison Avenue Partners
New York
$2.59M -$415K -12,149 -12%
6CM
6
683 Capital Management
New York
$1.55M
Polen Capital Management
7
Polen Capital Management
Florida
$1.14M +$14.3K +420 +1%
Millennium Management
8
Millennium Management
New York
$960K -$70.7K -2,071 -6%
Bank of America
9
Bank of America
North Carolina
$851K -$46.5K -1,363 -5%
CC
10
Cederberg Capital
United Kingdom
$824K
SIC
11
Schwartz Investment Counsel
Michigan
$683K +$63.1K +1,847 +9%
UBS Group
12
UBS Group
Switzerland
$548K +$130K +3,812 +26%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$393K +$61.3K +1,795 +16%
APP
14
Alpha Paradigm Partners
Illinois
$53K
BlackRock
15
BlackRock
New York
$40K
Morgan Stanley
16
Morgan Stanley
New York
$5K -$18.2K -534 -78%
TRCT
17
Tower Research Capital (TRC)
New York
$3K +$3.62K +106 New
JP Morgan Chase
18
JP Morgan Chase
New York
$1K +$990 +29 New
Citigroup
19
Citigroup
New York
$1K +$1.71K +50 New
WP
20
Woodline Partners
California
-$917K -24,939 Closed
Jane Street
21
Jane Street
New York
-$230K -6,270 Closed
OAM
22
Oberweis Asset Management
Illinois
-$221K -6,000 Closed
SOW
23
State of Wyoming
Wyoming
+$68 +2 New

KARO Hedge Fund Activity: Q3 2021 in Review

20 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Karooooo (KARO) for Q3 2021, worth a combined $24.2M — down 12% from $27.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KARO positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Schwarz Dygos Wheeler Investment Advisors, adding an estimated $3.79M. The largest seller was Woodline Partners, exiting entirely with an estimated $917K sold.

  • 20 institutional investors held Karooooo (KARO) as of Q3 2021, up from 19 in Q2 2021.
  • Funds reported $24.2M of Karooooo stock for Q3 2021, down 12% quarter-over-quarter.
  • 4 funds opened new Karooooo positions in Q3 2021 and 3 closed out, a net change of +1 holder.
  • The largest Karooooo buyer in Q3 2021 was Schwarz Dygos Wheeler Investment Advisors, an estimated $3.79M added.
  • The largest Karooooo seller in Q3 2021 was Woodline Partners, an estimated $917K sold.

Based on aggregated 13F filings for Q3 2021.