Karat Packaging
KRT
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.
600% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 5
58% more funds holding
Funds holding: 52 → 82 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.27M |
| 2 |
GC
Gratia Capital
Los Angeles,
California
|
+$2.6M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$1.8M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$1.59M |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$6.03M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$2.88M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$2.28M |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.2M |
| 5 |
BlackRock
New York
|
-$1.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCM
76
Raleigh Capital Management
Cary,
North Carolina
| $8.19K | +$7.62K | +355 | New |
|
|
AWM
77
Avior Wealth Management
Omaha,
Nebraska
| $4.77K | +$4.44K | +207 | New |
|
78
Citigroup
New York
| $4.38K | -$36.4K | -1,695 | -90% |
|
79
Comerica Bank
Dallas,
Texas
| $2.58K | +$2.4K | +112 | New |
|
80
Fidelity Investments
Boston,
Massachusetts
| $2.44K | +$129 | +6 | +6% |
|
|
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $231 | +$215 | +10 | New |
|
|
EWM
82
Empirical Wealth Management
Seattle,
Washington
| – | -$6.03M | -330,248 | Closed |
|
83
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$540K | -29,450 | Closed |
|
|
CGH
84
Crossmark Global Holdings
Houston,
Texas
| – | -$316K | -16,282 | Closed |
|
85
William Blair & Company
Chicago,
Illinois
| – | -$221K | -12,121 | Closed |
|
86
DZ Bank
Frankfurt Am Main,
Germany
| – | -$197K | -10,800 | Closed |
|
|
C
87
Covestor
London,
United Kingdom
| – | -$21 | -1 | -50% |
|
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.