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Karat Packaging

102 hedge funds and large institutions have $153M invested in Karat Packaging in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $133M → $153M (+$20M)

2% more funds holding

Funds holding: 100102 (+2)

0.39% less ownership

Funds ownership: 25.62%25.23% (-0.39%)

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
38
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$34.8K
SIC
77
Salem Investment Counselors
North Carolina
$30.3K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$22.1K +$2.17K +75 +11%
Legal & General Group
79
Legal & General Group
United Kingdom
$21.6K -$983 -34 -5%
MAM
80
Meeder Asset Management
Ohio
$20.5K
RS
81
R Squared
Hong Kong
$19.4K +$18.5K +640 New
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$15K
AIP
83
Ameritas Investment Partners
Nebraska
$10.9K
TRCT
84
Tower Research Capital (TRC)
New York
$9.89K -$3.35K -116 -26%
ST
85
Smithfield Trust
Pennsylvania
$8K +$7.17K +248 New
AB
86
Amalgamated Bank
New York
$7K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$6K +$1.59K +55 +39%
1IA
88
1620 Investment Advisors
Massachusetts
$4.54K
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$4K -$17.4K -601 -81%
C
90
Covestor
United Kingdom
$4K +$2.25K +78 +195%
LC
91
Lindbrook Capital
California
$2.45K
HCA
92
Harbor Capital Advisors
Illinois
$2K -$58 -2 -3%
QCG
93
Quadrant Capital Group
Ohio
$1.15K
GI
94
GAMMA Investing
California
$1.06K +$1.01K +35 New
PA
95
Parallel Advisors
California
$817 +$463 +16 +145%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$303
AF
97
Allworth Financial
California
$280
SCM
98
Sterling Capital Management
North Carolina
$242
EWA
99
EverSource Wealth Advisors
Alabama
$242 +$231 +8 New
IA
100
IFP Advisors
Florida
$91 +$58 +2 +200%

KRT Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q4 2024, worth a combined $153M — up 15% from $133M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KRT positions and 11 closed out — a net gain of 2 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was UBS Group, adding an estimated $1.92M. The largest seller was Kornitzer Capital Management, exiting entirely with an estimated $3.28M sold.

  • 102 institutional investors held Karat Packaging (KRT) as of Q4 2024, up from 100 in Q3 2024.
  • Funds reported $153M of Karat Packaging stock for Q4 2024, up 15% quarter-over-quarter.
  • 13 funds opened new Karat Packaging positions in Q4 2024 and 11 closed out, a net change of +2 holders.
  • The largest Karat Packaging buyer in Q4 2024 was UBS Group, an estimated $1.92M added.
  • The largest Karat Packaging seller in Q4 2024 was Kornitzer Capital Management, an estimated $3.28M sold.

Based on aggregated 13F filings for Q4 2024.