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Karat Packaging

100 hedge funds and large institutions have $133M invested in Karat Packaging in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

0.51% less ownership

Funds ownership: 26.13%25.62% (-0.51%)

1% less funds holding

Funds holding: 101100 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

14% less capital invested

Capital invested by funds: $154M → $133M (-$21.6M)

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
42
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$1.11M -$361K -13,484 -24%
AQR Capital Management
27
AQR Capital Management
Connecticut
$1.1M -$2M -74,513 -64%
Millennium Management
28
Millennium Management
New York
$1.04M +$522K +19,487 +94%
Renaissance Technologies
29
Renaissance Technologies
New York
$987K +$123K +4,600 +14%
IAA
30
Independent Advisor Alliance
North Carolina
$984K +$3.4K +127 +0.3%
GCP
31
GSA Capital Partners
United Kingdom
$890K +$599K +22,365 +186%
Morgan Stanley
32
Morgan Stanley
New York
$879K +$491K +18,307 +117%
LPL Financial
33
LPL Financial
California
$868K -$173K -6,440 -16%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$738K +$30.8K +1,148 +4%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$699K -$161K -6,000 -18%
Lazard Asset Management
36
Lazard Asset Management
New York
$699K +$370K +13,824 +105%
RWM
37
Ritholtz Wealth Management
New York
$699K -$155K -5,788 -18%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$688K +$47.2K +1,760 +7%
AA
39
Ancora Advisors
Ohio
$672K
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$626K +$96.5K +3,600 +17%
First Trust Advisors
41
First Trust Advisors
Illinois
$619K +$640K +23,896 New
EA
42
Ellsworth Advisors
Ohio
$564K +$37K +1,381 +7%
Charles Schwab
43
Charles Schwab
California
$511K +$28.2K +1,053 +6%
Citadel Advisors
44
Citadel Advisors
Florida
$465K +$200K +7,464 +71%
Two Sigma Investments
45
Two Sigma Investments
New York
$459K -$28.7K -1,072 -6%
SEI Investments
46
SEI Investments
Pennsylvania
$412K -$931K -34,754 -69%
KPP
47
Kings Path Partners
Texas
$401K +$415K +15,498 New
Goldman Sachs
48
Goldman Sachs
New York
$357K +$369K +13,777 New
B
49
Bailard
California
$327K -$115K -4,307 -25%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$314K +$14.4K +539 +5%

KRT Hedge Fund Activity: Q3 2024 in Review

100 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q3 2024, worth a combined $133M — down 14% from $154M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KRT and 15 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 42 added.

The largest buyer was Ranger Investment Management, opening a new position worth an estimated $4.23M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $2.53M sold.

  • 100 institutional investors held Karat Packaging (KRT) as of Q3 2024, down from 101 in Q2 2024.
  • Funds reported $133M of Karat Packaging stock for Q3 2024, down 14% quarter-over-quarter.
  • 15 funds opened new Karat Packaging positions in Q3 2024 and 16 closed out, a net change of -1 holder.
  • The largest Karat Packaging buyer in Q3 2024 was Ranger Investment Management, an estimated $4.23M added.
  • The largest Karat Packaging seller in Q3 2024 was Uniplan Investment Counsel, an estimated $2.53M sold.

Based on aggregated 13F filings for Q3 2024.