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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
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$17.2K
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$17K
MAM
78
Meeder Asset Management
Ohio
$15K
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$10.7K
AIP
80
Ameritas Investment Partners
Nebraska
$10.3K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.67K +367 New
NA
82
NewEdge Advisors
Louisiana
$9.27K +$8.54K +324 New
AWM
83
Avior Wealth Management
Nebraska
$5.75K +$1.95K +74 +58%
Osaic Holdings
84
Osaic Holdings
Arizona
$5.72K +$290 +11 +6%
AB
85
Amalgamated Bank
New York
$5K -$16.2K -616 -80%
Comerica Bank
86
Comerica Bank
Texas
$4.49K
TRCT
87
Tower Research Capital (TRC)
New York
$2.63K -$43K -1,631 -95%
CA
88
Continuum Advisory
Idaho
$2.58K +$2.35K +89 New
HNB
89
Huntington National Bank
Ohio
$1.97K +$264 +10 +17%
LC
90
Lindbrook Capital
California
$1.77K
AF
91
Allworth Financial
California
$1.63K +$237 +9 +19%
C
92
Covestor
United Kingdom
$1K +$870 +33 New
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$286
Squarepoint
94
Squarepoint
New York
-$566K -22,772 Closed
SGI
95
Summit Global Investments
Utah
-$315K -12,695 Closed
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
-$282K -11,358 Closed
JF
97
Jump Financial
Illinois
-$226K -9,100 Closed
WG
98
Winton Group
United Kingdom
-$210K -8,468 Closed
MSWM
99
McGlone Suttner Wealth Management
Wisconsin
-$28.7K -1,154 Closed
ACM
100
Aquatic Capital Management
Illinois
-$20K -800 Closed

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.