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Karat Packaging
KRT

45 hedge funds and large institutions have $61.9M invested in Karat Packaging in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

2% less funds holding

Funds holding: 46 → 45 (-1)

2.21% less ownership

Funds ownership: 23.86% → 21.65% (-2.2%)

18% less capital invested

Capital invested by funds: $75.7M → $61.9M (-$13.7M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
18
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$830K
2
WA
Wasatch Advisors
Utah
+$785K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$353K
4
Millennium Management
Millennium Management
New York
+$316K
5
Citadel Advisors
Citadel Advisors
Florida
+$277K

Top Sellers

Rank Fund Capital Flow
1
EWM
Empirical Wealth Management
Washington
-$3.25M
2
AIC
AWM Investment Company
New York
-$2.46M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.47M
4
PI
Putnam Investments
Massachusetts
-$1.27M
5
Victory Capital Management
Victory Capital Management
Texas
-$331K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$166K +$32.7K +2,247 +24%
DZ Bank
27
DZ Bank
Germany
$155K – – –
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$71.2K – – –
JP Morgan Chase
29
JP Morgan Chase
New York
$62K +$18.1K +1,245 +41%
Bank of America
30
Bank of America
North Carolina
$39.7K +$26.6K +1,829 +196%
AIG
31
American International Group
New York
$38.6K -$131 -9 -0.3%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$32.5K +$364 +25 +1%
TRCT
33
Tower Research Capital (TRC)
New York
$32K +$22.7K +1,558 +228%
Deutsche Bank
34
Deutsche Bank
Germany
$28.8K +$553 +38 +2%
SO
35
STRS Ohio
Ohio
$15K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$15K +$14.4K +993 +1,257%
Wells Fargo
37
Wells Fargo
California
$14.4K -$1.53K -105 -10%
AB
38
Amalgamated Bank
New York
$12K – – –
Lazard Asset Management
39
Lazard Asset Management
New York
$12K – – –
IA
40
IFP Advisors
Florida
$11K – – –
MAM
41
Meeder Asset Management
Ohio
$10.7K -$1.03K -71 -9%
Legal & General Group
42
Legal & General Group
United Kingdom
$8.68K – – –
AIP
43
Ameritas Investment Partners
Nebraska
$5.47K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$1.36K +$306 +21 +28%
Citigroup
45
Citigroup
New York
$575 -$684 -47 -54%
HighTower Advisors
46
HighTower Advisors
Illinois
– -$238K -14,888 Closed
1
2

KRT Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q4 2022, worth a combined $61.9M — down 18% from $75.7M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of KRT and 1 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 18 added.

The largest buyer was Ancora Advisors, adding an estimated $830K. The largest seller was Empirical Wealth Management, cutting an estimated $3.25M.

  • 45 institutional investors held Karat Packaging (KRT) as of Q4 2022, down from 46 in Q3 2022.
  • Funds reported $61.9M of Karat Packaging stock for Q4 2022, down 18% quarter-over-quarter.
  • 1 fund opened new Karat Packaging positions in Q4 2022 and 2 closed out, a net change of -1 holder.
  • The largest Karat Packaging buyer in Q4 2022 was Ancora Advisors, an estimated $830K added.
  • The largest Karat Packaging seller in Q4 2022 was Empirical Wealth Management, an estimated $3.25M sold.

Based on aggregated 13F filings for Q4 2022.