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Karat Packaging
KRT

82 hedge funds and large institutions have $106M invested in Karat Packaging in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

58% more funds holding

Funds holding: 52 → 82 (+30)

38% more capital invested

Capital invested by funds: $76.6M → $106M (+$29.4M)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

2.05% more ownership

Funds ownership: 21.1% → 23.15% (+2%)

Holders
82
Holders Change
+30
Holders Change %
+57.69%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
22
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.27M
2
GC
Gratia Capital
California
+$2.6M
3
RHJA
Rice Hall James & Associates
California
+$1.8M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.59M
5
ZIM
Zacks Investment Management
Illinois
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
EWM
Empirical Wealth Management
Washington
-$6.03M
2
WA
Wasatch Advisors
Utah
-$2.88M
3
American Century Companies
American Century Companies
Missouri
-$2.28M
4
AA
Ancora Advisors
Ohio
-$1.2M
5
BlackRock
BlackRock
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$816K +$759K +35,400 New
LPL Financial
27
LPL Financial
California
$777K +$723K +33,714 New
Barclays
28
Barclays
United Kingdom
$699K -$119K -5,527 -15%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$641K +$596K +27,782 New
QC
30
Quadrature Capital
United Kingdom
$627K +$581K +27,090 New
AA
31
Ancora Advisors
Ohio
$617K -$1.2M -56,133 -68%
Citadel Advisors
32
Citadel Advisors
Florida
$482K +$224K +10,434 +100%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$477K +$444K +20,680 New
PCM
34
Perritt Capital Management
Illinois
$461K +$215K +10,000 +100%
AC
35
Aristides Capital
Kentucky
$461K +$429K +20,000 New
CCM
36
Check Capital Management
California
$461K +$429K +20,000 New
Renaissance Technologies
37
Renaissance Technologies
New York
$429K +$399K +18,615 New
Marshall Wace
38
Marshall Wace
United Kingdom
$395K +$41.8K +1,947 +13%
EA
39
Ellsworth Advisors
Ohio
$380K +$373K +17,370 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$376K -$21.9K -1,023 -6%
Charles Schwab
41
Charles Schwab
California
$369K – – –
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$352K +$327K +15,253 New
Calamos Advisors
43
Calamos Advisors
Illinois
$351K +$327K +15,222 New
OQS
44
Occudo Quantitative Strategies
Florida
$347K +$323K +15,060 New
SO
45
STRS Ohio
Ohio
$334K +$253K +11,800 +437%
Morgan Stanley
46
Morgan Stanley
New York
$321K -$30.8K -1,434 -9%
B
47
Bailard
California
$310K +$288K +13,443 New
Squarepoint
48
Squarepoint
New York
$303K +$282K +13,158 New
JF
49
Jump Financial
Illinois
$279K +$260K +12,105 New
JP Morgan Chase
50
JP Morgan Chase
New York
$273K +$156K +7,285 +160%
1
2
3 4

KRT Hedge Fund Activity: Q3 2023 in Review

82 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q3 2023, worth a combined $106M — up 38% from $76.6M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new KRT positions and 5 closed out — a net gain of 30 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $3.27M. The largest seller was Empirical Wealth Management, exiting entirely with an estimated $6.03M sold.

  • 82 institutional investors held Karat Packaging (KRT) as of Q3 2023, up from 52 in Q2 2023.
  • Funds reported $106M of Karat Packaging stock for Q3 2023, up 38% quarter-over-quarter.
  • 35 funds opened new Karat Packaging positions in Q3 2023 and 5 closed out, a net change of +30 holders.
  • The largest Karat Packaging buyer in Q3 2023 was Acadian Asset Management, an estimated $3.27M added.
  • The largest Karat Packaging seller in Q3 2023 was Empirical Wealth Management, an estimated $6.03M sold.

Based on aggregated 13F filings for Q3 2023.