We are live on ! Find out more
KRT icon

Karat Packaging

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: 5282 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
DA
51
Denali Advisors
California
$272K +$230K +10,700 +973%
RWM
52
Ritholtz Wealth Management
New York
$243K +$226K +10,551 New
Goldman Sachs
53
Goldman Sachs
New York
$230K +$214K +9,970 New
IWM
54
IHT Wealth Management
Illinois
$223K +$207K +9,671 New
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$177K +$5.81K +271 +4%
HIM
56
Hillsdale Investment Management
Ontario, Canada
$145K +$135K +6,300 New
Lazard Asset Management
57
Lazard Asset Management
New York
$131K +$122K +5,690 New
Deutsche Bank
58
Deutsche Bank
Germany
$131K +$32.6K +1,521 +37%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$128K -$6.46K -301 -5%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$114K -$429 -20 -0.4%
QT
61
Quantbot Technologies
New York
$98.1K +$91.2K +4,253 New
Bank of America
62
Bank of America
North Carolina
$91.9K +$68.7K +3,204 +410%
MIM
63
MetLife Investment Management
New Jersey
$77.9K +$72.4K +3,377 New
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$66.9K +$62.2K +2,900 New
AIG
65
American International Group
New York
$65.7K +$2.17K +101 +4%
Wells Fargo
66
Wells Fargo
California
$49.4K -$26.6K -1,240 -37%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$29.1K -$13.7K -640 -34%
DWA
68
Dorsey Wright & Associates
California
$21.2K +$19.7K +918 New
TRCT
69
Tower Research Capital (TRC)
New York
$19.6K -$4.31K -201 -19%
AB
70
Amalgamated Bank
New York
$19K
Legal & General Group
71
Legal & General Group
United Kingdom
$15.2K +$1.18K +55 +9%
MAM
72
Meeder Asset Management
Ohio
$12.1K
BTI
73
Blue Trust Inc
Georgia
$9K
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$8.6K +$8K +373 New
AIP
75
Ameritas Investment Partners
Nebraska
$8.28K

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.