Karat Packaging
KRT
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.
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: 46 → 52 (+6)
0.47% less ownership
Funds ownership: 21.57% → 21.1% (-0.47%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.78M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.38M |
| 3 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
+$1.35M |
| 4 |
GC
Gratia Capital
Los Angeles,
California
|
+$714K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$7.61M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$4.22M |
| 3 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$1.47M |
| 4 |
AIC
AWM Investment Company
New York
|
-$1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$311K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $1.82K | +$632 | +41 | +69% |
|
|
DCM
52
Driehaus Capital Management
Chicago,
Illinois
| – | -$7.61M | -570,877 | Closed |
|
|
PI
53
Putnam Investments
Boston,
Massachusetts
| – | -$4.22M | -316,737 | Closed |
|
|
AIC
54
AWM Investment Company
New York
| – | -$1M | -75,359 | Closed |
|
|
C
55
Covestor
London,
United Kingdom
| – | +$31 | +2 | New |
|
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.