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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
B
51
Bailard
California
$385K
SCP
52
Seizert Capital Partners
Michigan
$338K
Invesco
53
Invesco
Georgia
$320K -$43K -1,631 -13%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$252K +$16.3K +618 +8%
QC
55
Quadrature Capital
United Kingdom
$215K -$471K -17,875 -70%
N
56
Nuveen
North Carolina
$210K +$194K +7,348 New
CANY
57
Caxton Associates (New York)
New York
$210K +$193K +7,341 New
Deutsche Bank
58
Deutsche Bank
Germany
$163K
Lazard Asset Management
59
Lazard Asset Management
New York
$161K -$3.4K -129 -2%
HIM
60
Hillsdale Investment Management
Ontario, Canada
$137K -$39.5K -1,500 -24%
Bank of America
61
Bank of America
North Carolina
$125K -$96.2K -3,650 -46%
SG Americas Securities
62
SG Americas Securities
New York
$115K +$106K +4,004 New
MIM
63
MetLife Investment Management
New Jersey
$96.6K
AIG
64
American International Group
New York
$95.8K -$738 -28 -0.8%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$88.7K +$105 +4 +0.1%
Wells Fargo
66
Wells Fargo
California
$86.5K +$7.19K +273 +10%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$86K -$117K -4,442 -60%
CA
68
CoreCap Advisors
Michigan
$65.5K +$60.3K +2,290 New
FMP
69
Financial Management Professionals
Texas
$45K
CCM
70
Copeland Capital Management
Pennsylvania
$36.4K +$316 +12 +1%
Citigroup
71
Citigroup
New York
$32.9K +$264 +10 +0.9%
IA
72
IFP Advisors
Florida
$22.4K -$1.61K -61 -7%
Legal & General Group
73
Legal & General Group
United Kingdom
$21.5K
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$19.5K -$11.5K -435 -39%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$18.4K +$1K +38 +6%

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.