Karat Packaging
KRT
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.
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: 94 → 93 (-1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.79M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.02M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$964K |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$794K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$721K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gratia Capital
Los Angeles,
California
|
-$2.06M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$1.85M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.68M |
| 4 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$1.12M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$674K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BTI
101
Blue Trust Inc
Alpharetta,
Georgia
| – | -$12K | -500 | Closed |
|
|
RCM
102
Raleigh Capital Management
Cary,
North Carolina
| – | -$9.3K | -375 | Closed |
|
|
ASN
103
Advisory Services Network
Atlanta,
Georgia
| – | -$2.81K | -113 | Closed |
|
104
Allspring Global Investments
Charlotte,
North Carolina
| – | -$994 | -40 | 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.