We are live on ! Find out more
KRT icon

Karat Packaging

46 hedge funds and large institutions have $57.2M invested in Karat Packaging in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 17 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

2% more funds holding

Funds holding: 4546 (+1)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

0.08% less ownership

Funds ownership: 21.65%21.57% (-0.08%)

8% less capital invested

Capital invested by funds: $61.9M → $57.2M (-$4.76M)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$197K -$63.1K -4,273 -22%
Morgan Stanley
27
Morgan Stanley
New York
$181K +$29.9K +2,024 +17%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$178K -$1.31K -89 -0.7%
DZ Bank
29
DZ Bank
Germany
$144K
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$66K
JP Morgan Chase
31
JP Morgan Chase
New York
$58K +$635 +43 +1%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$58K +$66.2K +4,482 New
Deutsche Bank
33
Deutsche Bank
Germany
$50.9K +$26.8K +1,815 +90%
AIG
34
American International Group
New York
$36.5K +$813 +55 +2%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$28.1K -$2.29K -155 -7%
Wells Fargo
36
Wells Fargo
California
$27.9K +$16.2K +1,095 +110%
Bank of America
37
Bank of America
North Carolina
$26.3K -$11.6K -787 -28%
TRCT
38
Tower Research Capital (TRC)
New York
$19K -$12.1K -822 -37%
SO
39
STRS Ohio
Ohio
$14K
MAM
40
Meeder Asset Management
Ohio
$11.1K +$1.31K +89 +12%
AB
41
Amalgamated Bank
New York
$10K -$1.76K -119 -14%
Legal & General Group
42
Legal & General Group
United Kingdom
$8.05K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$7K -$7.3K -494 -46%
AIP
44
Ameritas Investment Partners
Nebraska
$4.79K
Fidelity Investments
45
Fidelity Investments
Massachusetts
$786 -$532 -36 -38%
Citigroup
46
Citigroup
New York
$360 -$192 -13 -33%
Ensign Peak Advisors
47
Ensign Peak Advisors
Utah
-$455K -31,674 Closed
Lazard Asset Management
48
Lazard Asset Management
New York
-$12K -890 Closed
IA
49
IFP Advisors
Florida
-$11K -600 Closed

KRT Hedge Fund Activity: Q1 2023 in Review

46 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q1 2023, worth a combined $57.2M — down 7.7% from $61.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KRT positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Gratia Capital, opening a new position worth an estimated $1.44M. The largest seller was Putnam Investments, cutting an estimated $1.28M.

  • 46 institutional investors held Karat Packaging (KRT) as of Q1 2023, up from 45 in Q4 2022.
  • Funds reported $57.2M of Karat Packaging stock for Q1 2023, down 7.7% quarter-over-quarter.
  • 4 funds opened new Karat Packaging positions in Q1 2023 and 3 closed out, a net change of +1 holder.
  • The largest Karat Packaging buyer in Q1 2023 was Gratia Capital, an estimated $1.44M added.
  • The largest Karat Packaging seller in Q1 2023 was Putnam Investments, an estimated $1.28M sold.

Based on aggregated 13F filings for Q1 2023.