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Karat Packaging
KRT

94 hedge funds and large institutions have $126M invested in Karat Packaging in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 19

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

18% more capital invested

Capital invested by funds: $106M → $126M (+$19.5M)

15% more funds holding

Funds holding: 82 → 94 (+12)

2.15% more ownership

Funds ownership: 23.15% → 25.3% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
94
Holders Change
+12
Holders Change %
+14.63%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
40
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.23M
2
UBS Group
UBS Group
Switzerland
+$1.69M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$1.49M
4
BlackRock
BlackRock
New York
+$1.26M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
GC
Gratia Capital
California
-$3.15M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.71M
3
EI
EAM Investors
California
-$1.39M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.02M
5
AC
Aristides Capital
Kentucky
-$461K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.1M +$516K +23,424 +112%
Victory Capital Management
27
Victory Capital Management
Texas
$1.08M -$67.9K -3,080 -7%
Morgan Stanley
28
Morgan Stanley
New York
$989K +$570K +25,880 +186%
Barclays
29
Barclays
United Kingdom
$941K +$166K +7,529 +25%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$900K +$462K +20,959 +137%
Millennium Management
31
Millennium Management
New York
$846K -$232K -10,509 -24%
LPL Financial
32
LPL Financial
California
$832K -$5.51K -250 -0.7%
DA
33
Denali Advisors
California
$785K +$436K +19,800 +168%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$782K +$692K +31,410 New
Renaissance Technologies
35
Renaissance Technologies
New York
$684K +$196K +8,900 +48%
AA
36
Ancora Advisors
Ohio
$660K -$4.41K -200 -0.7%
QC
37
Quadrature Capital
United Kingdom
$632K -$37.4K -1,698 -6%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$605K +$80.8K +3,668 +18%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$574K +$509K +23,100 New
Squarepoint
40
Squarepoint
New York
$566K +$212K +9,614 +73%
PCM
41
Perritt Capital Management
Illinois
$497K – – –
SO
42
STRS Ohio
Ohio
$464K +$92.6K +4,200 +29%
Charles Schwab
43
Charles Schwab
California
$464K +$59.2K +2,685 +17%
JP Morgan Chase
44
JP Morgan Chase
New York
$446K +$135K +6,107 +52%
EA
45
Ellsworth Advisors
Ohio
$445K +$11.7K +531 +3%
RWM
46
Ritholtz Wealth Management
New York
$445K +$162K +7,336 +70%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$400K +$355K +16,100 New
B
48
Bailard
California
$334K – – –
Invesco
49
Invesco
Georgia
$318K +$282K +12,803 New
SGI
50
Summit Global Investments
Utah
$315K +$280K +12,695 New
1
2
3 4 5

KRT Hedge Fund Activity: Q4 2023 in Review

94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q4 2023, worth a combined $126M — up 18% from $106M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new KRT positions and 12 closed out — a net gain of 12 holders — while 40 added to existing stakes and 19 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.23M. The largest seller was Gratia Capital, cutting an estimated $3.15M.

  • 94 institutional investors held Karat Packaging (KRT) as of Q4 2023, up from 82 in Q3 2023.
  • Funds reported $126M of Karat Packaging stock for Q4 2023, up 18% quarter-over-quarter.
  • 24 funds opened new Karat Packaging positions in Q4 2023 and 12 closed out, a net change of +12 holders.
  • The largest Karat Packaging buyer in Q4 2023 was Bank of New York Mellon, an estimated $3.23M added.
  • The largest Karat Packaging seller in Q4 2023 was Gratia Capital, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2023.