Karat Packaging
KRT
94 hedge funds and large institutions have $126M invested in Karat Packaging in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 12 closing their positions.
111% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 19
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
18% more capital invested
Capital invested by funds: $106M → $126M (+$19.5M)
15% more funds holding
Funds holding: 82 → 94 (+12)
2.15% more ownership
Funds ownership: 23.15% → 25.3% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$3.23M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.69M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
+$1.49M |
| 4 |
BlackRock
New York
|
+$1.26M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gratia Capital
Los Angeles,
California
|
-$3.15M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$1.71M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$1.39M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.02M |
| 5 |
AC
Aristides Capital
Louisville,
Kentucky
|
-$461K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OQS
101
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| – | -$347K | -15,060 | Closed |
|
102
Goldman Sachs
New York
| – | -$230K | -9,970 | Closed |
|
|
IWM
103
IHT Wealth Management
Chicago,
Illinois
| – | -$223K | -9,671 | Closed |
|
|
QT
104
Quantbot Technologies
New York
| – | -$98.1K | -4,253 | Closed |
|
|
DWA
105
Dorsey Wright & Associates
Pasadena,
California
| – | -$21.2K | -918 | Closed |
|
|
C
106
Covestor
London,
United Kingdom
| – | -$22 | -1 | Closed |
|
KRT Hedge Fund Activity: Q4 2023 in Review
94 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q4 2023, worth a combined $126M — up 18% from $106M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new KRT positions and 12 closed out — a net gain of 12 holders — while 40 added to existing stakes and 19 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $3.23M. The largest seller was Gratia Capital, cutting an estimated $3.15M.
- 94 institutional investors held Karat Packaging (KRT) as of Q4 2023, up from 82 in Q3 2023.
- Funds reported $126M of Karat Packaging stock for Q4 2023, up 18% quarter-over-quarter.
- 24 funds opened new Karat Packaging positions in Q4 2023 and 12 closed out, a net change of +12 holders.
- The largest Karat Packaging buyer in Q4 2023 was Bank of New York Mellon, an estimated $3.23M added.
- The largest Karat Packaging seller in Q4 2023 was Gratia Capital, an estimated $3.15M sold.
Based on aggregated 13F filings for Q4 2023.