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Karat Packaging

52 hedge funds and large institutions have $76.6M invested in Karat Packaging in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

34% more capital invested

Capital invested by funds: $57.2M → $76.6M (+$19.4M)

13% more funds holding

Funds holding: 4652 (+6)

0.47% less ownership

Funds ownership: 21.57%21.1% (-0.47%)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$292K -$10.5K -681 -4%
Morgan Stanley
27
Morgan Stanley
New York
$280K +$27.1K +1,755 +13%
Marshall Wace
28
Marshall Wace
United Kingdom
$277K +$234K +15,194 New
William Blair & Company
29
William Blair & Company
Illinois
$221K -$55.9K -3,623 -23%
DZ Bank
30
DZ Bank
Germany
$197K
Citadel Advisors
31
Citadel Advisors
Florida
$191K -$65.8K -4,268 -29%
PCM
32
Perritt Capital Management
Illinois
$183K +$154K +10,000 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$135K +$114K +7,396 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$107K +$81.6K +5,290 +915%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$90.4K
JP Morgan Chase
36
JP Morgan Chase
New York
$83.1K +$3.18K +206 +5%
Deutsche Bank
37
Deutsche Bank
Germany
$75.6K +$4.92K +319 +8%
Wells Fargo
38
Wells Fargo
California
$61.7K +$19.8K +1,286 +61%
AIG
39
American International Group
New York
$50.2K +$170 +11 +0.4%
SO
40
STRS Ohio
Ohio
$49K +$24.7K +1,600 +145%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$34.7K -$3.22K -209 -10%
Citigroup
42
Citigroup
New York
$34.4K +$28.7K +1,858 +6,881%
DA
43
Denali Advisors
California
$20.1K +$17K +1,100 New
TRCT
44
Tower Research Capital (TRC)
New York
$19.1K -$5.69K -369 -26%
AB
45
Amalgamated Bank
New York
$15K +$1.23K +80 +11%
Bank of America
46
Bank of America
North Carolina
$14.3K -$18.4K -1,194 -60%
Legal & General Group
47
Legal & General Group
United Kingdom
$11K
MAM
48
Meeder Asset Management
Ohio
$9.58K -$4.74K -307 -37%
BTI
49
Blue Trust Inc
Georgia
$7K +$7.71K +500 New
AIP
50
Ameritas Investment Partners
Nebraska
$6.55K

KRT Hedge Fund Activity: Q2 2023 in Review

52 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q2 2023, worth a combined $76.6M — up 34% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KRT positions and 3 closed out — a net gain of 6 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $5.78M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $7.61M sold.

  • 52 institutional investors held Karat Packaging (KRT) as of Q2 2023, up from 46 in Q1 2023.
  • Funds reported $76.6M of Karat Packaging stock for Q2 2023, up 34% quarter-over-quarter.
  • 9 funds opened new Karat Packaging positions in Q2 2023 and 3 closed out, a net change of +6 holders.
  • The largest Karat Packaging buyer in Q2 2023 was Wellington Management Group, an estimated $5.78M added.
  • The largest Karat Packaging seller in Q2 2023 was Driehaus Capital Management, an estimated $7.61M sold.

Based on aggregated 13F filings for Q2 2023.