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Karat Packaging
KRT

101 hedge funds and large institutions have $154M invested in Karat Packaging in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

9% more funds holding

Funds holding: 93 → 101 (+8)

5% more capital invested

Capital invested by funds: $147M → $154M (+$7.67M)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

0.43% more ownership

Funds ownership: 25.7% → 26.13% (+0.43%)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
37
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$2.93M
2
LSV Asset Management
LSV Asset Management
Illinois
+$2.24M
3
BlackRock
BlackRock
New York
+$1.26M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.1M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$1.37M
2
GC
Gratia Capital
California
-$1.26M
3
Victory Capital Management
Victory Capital Management
Texas
-$1.16M
4
WA
Wasatch Advisors
Utah
-$1.02M
5
Millennium Management
Millennium Management
New York
-$855K
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$22.2K -$56 -2 -0.3%
IA
77
IFP Advisors
Florida
$21.8K -$1.32K -47 -6%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$19K -$66.3K -2,358 -79%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$18.2K +$422 +15 +3%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$16K +$5.17K +184 +50%
MAM
81
Meeder Asset Management
Ohio
$15.5K – – –
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$14.7K -$5.26K -187 -27%
AIP
83
Ameritas Investment Partners
Nebraska
$10.6K – – –
Osaic Holdings
84
Osaic Holdings
Arizona
$8.75K +$2.7K +96 +48%
AB
85
Amalgamated Bank
New York
$7K +$2.25K +80 +51%
AWM
86
Avior Wealth Management
Nebraska
$5.92K -$28 -1 -0.5%
Deutsche Bank
87
Deutsche Bank
Germany
$5.38K -$155K -5,522 -97%
CFB
88
Cullen/Frost Bankers
Texas
$5.1K +$4.83K +172 New
1IA
89
1620 Investment Advisors
Massachusetts
$4.44K +$4.22K +150 New
S
90
SignatureFD
Georgia
$3.02K +$2.87K +102 New
CA
91
Continuum Advisory
Idaho
$2.63K – – –
HNB
92
Huntington National Bank
Ohio
$1.98K -$56 -2 -3%
LC
93
Lindbrook Capital
California
$1.83K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$1.72K +$1.63K +58 New
AF
95
Allworth Financial
California
$1.64K – – –
QCG
96
Quadrant Capital Group
Ohio
$1.13K +$1.07K +38 New
QL
97
Quarry LP
New York
$1.12K +$1.07K +38 New
AFWM
98
Abich Financial Wealth Management
Virginia
$1.06K +$1.01K +36 New
C
99
Covestor
United Kingdom
$1K +$112 +4 +12%
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$296 – – –
1 2 3
4
5

KRT Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q2 2024, worth a combined $154M — up 5.2% from $147M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KRT positions and 12 closed out — a net gain of 8 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $2.93M. The largest seller was American Century Companies, cutting an estimated $1.37M.

  • 101 institutional investors held Karat Packaging (KRT) as of Q2 2024, up from 93 in Q1 2024.
  • Funds reported $154M of Karat Packaging stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 20 funds opened new Karat Packaging positions in Q2 2024 and 12 closed out, a net change of +8 holders.
  • The largest Karat Packaging buyer in Q2 2024 was Boston Partners, an estimated $2.93M added.
  • The largest Karat Packaging seller in Q2 2024 was American Century Companies, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2024.