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Karat Packaging

93 hedge funds and large institutions have $147M invested in Karat Packaging in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $126M → $147M (+$21.2M)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0.39% more ownership

Funds ownership: 25.3%25.7% (+0.39%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 9493 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
34
Reduced
31
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.47M +$453K +17,195 +51%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$1.43M -$198K -7,500 -13%
GC
28
Gratia Capital
California
$1.26M -$2.06M -78,041 -64%
Two Sigma Investments
29
Two Sigma Investments
New York
$1.24M -$447K -16,947 -28%
Victory Capital Management
30
Victory Capital Management
Texas
$1.16M -$74.8K -2,839 -7%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$1.06M +$18.7K +710 +2%
LPL Financial
32
LPL Financial
California
$1.01M +$44.7K +1,695 +5%
Citadel Advisors
33
Citadel Advisors
Florida
$970K -$275K -10,431 -24%
Barclays
34
Barclays
United Kingdom
$925K -$146K -5,527 -15%
Renaissance Technologies
35
Renaissance Technologies
New York
$882K +$87K +3,300 +12%
DA
36
Denali Advisors
California
$761K -$132K -5,000 -16%
AA
37
Ancora Advisors
Ohio
$760K
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$757K +$55.2K +2,096 +9%
RWM
39
Ritholtz Wealth Management
New York
$723K +$194K +7,378 +41%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$634K -$25.1K -954 -4%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$604K +$132K +5,000 +31%
Morgan Stanley
42
Morgan Stanley
New York
$591K -$504K -19,140 -48%
PCM
43
Perritt Capital Management
Illinois
$572K
Charles Schwab
44
Charles Schwab
California
$534K
EA
45
Ellsworth Advisors
Ohio
$529K +$30.7K +1,165 +7%
JP Morgan Chase
46
JP Morgan Chase
New York
$485K -$26.3K -998 -6%
SO
47
STRS Ohio
Ohio
$480K -$50.1K -1,900 -10%
Man Group
48
Man Group
United Kingdom
$452K +$417K +15,806 New
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$419K +$264K +10,025 +218%
GCP
50
GSA Capital Partners
United Kingdom
$395K +$44.3K +1,681 +14%

KRT Hedge Fund Activity: Q1 2024 in Review

93 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q1 2024, worth a combined $147M — up 17% from $126M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KRT and 10 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 34 added.

The largest buyer was UBS Group, adding an estimated $2.79M. The largest seller was Gratia Capital, cutting an estimated $2.06M.

  • 93 institutional investors held Karat Packaging (KRT) as of Q1 2024, down from 94 in Q4 2023.
  • Funds reported $147M of Karat Packaging stock for Q1 2024, up 17% quarter-over-quarter.
  • 10 funds opened new Karat Packaging positions in Q1 2024 and 11 closed out, a net change of -1 holder.
  • The largest Karat Packaging buyer in Q1 2024 was UBS Group, an estimated $2.79M added.
  • The largest Karat Packaging seller in Q1 2024 was Gratia Capital, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2024.