Karat Packaging
KRT
35 hedge funds and large institutions have $78.8M invested in Karat Packaging in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
0% more funds holding
Funds holding: 35 → 35 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.32% less ownership
Funds ownership: 20.01% → 19.69% (-0.32%)
5% less capital invested
Capital invested by funds: $82.9M → $78.8M (-$4.15M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$2.55M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.61M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$772K |
| 4 |
Bank of New York Mellon
New York
|
+$471K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
AWM Investment Company
New York
|
-$1.99M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.88M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$1.15M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$1M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$657K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $56K | +$3.17K | +150 | +6% |
|
|
AIG
27
American International Group
New York
| $49K | -$1.54K | -73 | -3% |
|
28
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| $48K | -$1.54K | -73 | -3% |
|
29
Bank of America
Charlotte,
North Carolina
| $46K | -$444 | -21 | -0.9% |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $31K | +$24.6K | +1,163 | +314% |
|
31
Citigroup
New York
| $24K | +$9.49K | +449 | +62% |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $23K | +$13.1K | +622 | +131% |
|
|
SO
33
STRS Ohio
Columbus,
Ohio
| $22K | – | – | – |
|
34
Legal & General Group
London,
United Kingdom
| $10K | – | – | – |
|
|
AIP
35
Ameritas Investment Partners
Lincoln,
Nebraska
| $7K | – | – | – |
|
|
EI
36
EAM Investors
Solana Beach,
California
| – | -$1.15M | -54,758 | Closed |
|
37
Charles Schwab
San Francisco,
California
| – | -$204K | -9,697 | Closed |
|
|
MAM
38
Meeder Asset Management
Dublin,
Ohio
| – | -$17K | -835 | Closed |
|
KRT Hedge Fund Activity: Q4 2021 in Review
35 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q4 2021, worth a combined $78.8M — down 5% from $82.9M a quarter earlier.
Fund positioning in KRT was balanced in Q4 2021: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 12 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $2.55M. The largest seller was AWM Investment Company, cutting an estimated $1.99M.
- 35 institutional investors held Karat Packaging (KRT) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $78.8M of Karat Packaging stock for Q4 2021, down 5% quarter-over-quarter.
- 3 funds opened new Karat Packaging positions in Q4 2021 and 3 closed out, a net change of 0 holders.
- The largest Karat Packaging buyer in Q4 2021 was Victory Capital Management, an estimated $2.55M added.
- The largest Karat Packaging seller in Q4 2021 was AWM Investment Company, an estimated $1.99M sold.
Based on aggregated 13F filings for Q4 2021.