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Karat Packaging
KRT

46 hedge funds and large institutions have $75.7M invested in Karat Packaging in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

5% more capital invested

Capital invested by funds: $72M → $75.7M (+$3.7M)

2.57% more ownership

Funds ownership: 21.3% → 23.86% (+2.6%)

0% more funds holding

Funds holding: 46 → 46 (0)

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
18
Reduced
16
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Empirical Wealth Management
Washington
+$7.96M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.5M
3
WA
Wasatch Advisors
Utah
+$930K
4
UBS Group
UBS Group
Switzerland
+$93.9K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.6K

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$577K
2
DCM
Driehaus Capital Management
Illinois
-$278K
3
BlackRock
BlackRock
New York
-$214K
4
Millennium Management
Millennium Management
New York
-$153K
5
Morgan Stanley
Morgan Stanley
New York
-$71.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$149K -$71.6K -3,954 -30%
AA
27
Ancora Advisors
Ohio
$140K – – –
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$79K +$199 +11 +0.2%
JP Morgan Chase
29
JP Morgan Chase
New York
$49K +$453 +25 +0.8%
AIG
30
American International Group
New York
$43K +$670 +37 +1%
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$36K -$3.37K -186 -8%
Deutsche Bank
32
Deutsche Bank
Germany
$32K -$6.77K -374 -16%
Wells Fargo
33
Wells Fargo
California
$18K -$797 -44 -4%
SO
34
STRS Ohio
Ohio
$17K – – –
Bank of America
35
Bank of America
North Carolina
$15K +$3.96K +219 +31%
Lazard Asset Management
36
Lazard Asset Management
New York
$14K – – –
AB
37
Amalgamated Bank
New York
$14K +$253 +14 +2%
MAM
38
Meeder Asset Management
Ohio
$13K – – –
TRCT
39
Tower Research Capital (TRC)
New York
$11K -$6.41K -354 -34%
IA
40
IFP Advisors
Florida
$11K – – –
Legal & General Group
41
Legal & General Group
United Kingdom
$10K -$2.37K -131 -18%
AIP
42
Ameritas Investment Partners
Nebraska
$5K – – –
Citigroup
43
Citigroup
New York
$1K -$4.92K -272 -76%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1K +$851 +47 +147%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$1K +$1.18K +65 +722%
CS
46
Credit Suisse
Switzerland
– +$380 +21 +263%
1
2

KRT Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q3 2022, worth a combined $75.7M — up 5.1% from $72M a quarter earlier.

Fund positioning in KRT was balanced in Q3 2022: 0 funds opened new positions, 0 closed out, 18 added to existing stakes and 16 trimmed.

The largest buyer was Empirical Wealth Management, adding an estimated $7.96M. The largest seller was Victory Capital Management, cutting an estimated $577K.

  • 46 institutional investors held Karat Packaging (KRT) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $75.7M of Karat Packaging stock for Q3 2022, up 5.1% quarter-over-quarter.
  • 0 funds opened new Karat Packaging positions in Q3 2022 and 0 closed out.
  • The largest Karat Packaging buyer in Q3 2022 was Empirical Wealth Management, an estimated $7.96M added.
  • The largest Karat Packaging seller in Q3 2022 was Victory Capital Management, an estimated $577K sold.

Based on aggregated 13F filings for Q3 2022.