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Karooooo

19 hedge funds and large institutions have $74.9M invested in Karooooo in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

1% more capital invested

Capital invested by funds: $74.1M → $74.9M (+$730K)

0.16% more ownership

Funds ownership: 10.26%10.42% (+0.16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

5% less funds holding

Funds holding: 2019 (-1)

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
9
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Gobi Capital
California
$51.2M +$713K +28,937 +1%
Invesco
2
Invesco
Georgia
$4.96M -$1.55K -63 -0%
SDWIA
3
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.02M -$27.8K -1,129 -0.6%
JAM
4
Jupiter Asset Management
United Kingdom
$4.02M +$174K +7,076 +4%
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$3.45M +$417K +16,926 +13%
Polen Capital Management
6
Polen Capital Management
Florida
$2.96M +$2M +81,350 +176%
6CM
7
683 Capital Management
New York
$1.48M
SIC
8
Schwartz Investment Counsel
Michigan
$1.1M +$257K +10,448 +28%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$428K +$56.1K +2,277 +14%
Citadel Advisors
10
Citadel Advisors
Florida
$288K +$302K +12,259 New
Millennium Management
11
Millennium Management
New York
$246K -$255K -10,369 -50%
VNIM
12
Vaughan Nelson Investment Management
Texas
$220K
Morgan Stanley
13
Morgan Stanley
New York
$184K +$188K +7,649 +2,567%
BlackRock
14
BlackRock
New York
$152K +$83.8K +3,404 +109%
Lazard Asset Management
15
Lazard Asset Management
New York
$86K +$90.6K +3,678 New
UBS Group
16
UBS Group
Switzerland
$38.4K -$13.8K -559 -25%
Barclays
17
Barclays
United Kingdom
$19.9K -$331K -13,463 -94%
TRCT
18
Tower Research Capital (TRC)
New York
$10K +$9.87K +401 +1,604%
Ameriprise
19
Ameriprise
Minnesota
-$2.14M -90,057 Closed
Citigroup
20
Citigroup
New York
-$168K -7,093 Closed
Bank of America
21
Bank of America
North Carolina
-$2.33K -100 Closed
JP Morgan Chase
22
JP Morgan Chase
New York
+$123 +5 New

KARO Hedge Fund Activity: Q1 2023 in Review

19 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Karooooo (KARO) for Q1 2023, worth a combined $74.9M — up 0.99% from $74.1M a quarter earlier.

Fund positioning in KARO was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 5 trimmed.

The largest buyer was Polen Capital Management, adding an estimated $2M. The largest seller was Ameriprise, exiting entirely with an estimated $2.14M sold.

  • 19 institutional investors held Karooooo (KARO) as of Q1 2023, down from 20 in Q4 2022.
  • Funds reported $74.9M of Karooooo stock for Q1 2023, up 0.99% quarter-over-quarter.
  • 3 funds opened new Karooooo positions in Q1 2023 and 3 closed out, a net change of 0 holders.
  • The largest Karooooo buyer in Q1 2023 was Polen Capital Management, an estimated $2M added.
  • The largest Karooooo seller in Q1 2023 was Ameriprise, an estimated $2.14M sold.

Based on aggregated 13F filings for Q1 2023.