Karat Packaging
KRT
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.
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: 100 → 102 (+2)
0.39% less ownership
Funds ownership: 25.62% → 25.23% (-0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.92M |
| 2 |
Millennium Management
New York
|
+$1.26M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$960K |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$649K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$504K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$3.28M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.28M |
| 3 |
Barclays
London,
United Kingdom
|
-$957K |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$908K |
| 5 |
Bank of New York Mellon
New York
|
-$890K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
101
SBI Securities
Tokyo,
Japan
| $61 | +$58 | +2 | New |
|
|
HNB
102
Huntington National Bank
Columbus,
Ohio
| $30 | – | – | – |
|
|
KCM
103
Kornitzer Capital Management
Shawnee Mission,
Kansas
| – | -$3.28M | -126,657 | Closed |
|
|
EA
104
Ellsworth Advisors
Hudson,
Ohio
| – | -$564K | -21,783 | Closed |
|
105
SEI Investments
Oaks,
Pennsylvania
| – | -$412K | -15,902 | Closed |
|
106
Squarepoint
New York
| – | -$304K | -11,752 | Closed |
|
107
Aviva
London,
United Kingdom
| – | -$217K | -8,391 | Closed |
|
108
Allspring Global Investments
Charlotte,
North Carolina
| – | -$121K | -4,685 | Closed |
|
|
DM
109
Delphi Management
Brookline,
Massachusetts
| – | -$72K | -2,786 | Closed |
|
|
GCM
110
Gladius Capital Management
Chicago,
Illinois
| – | -$28.2K | -1,088 | Closed |
|
|
NC
111
nVerses Capital
Wellington,
Florida
| – | -$5.18K | -200 | Closed |
|
|
S
112
SignatureFD
Atlanta,
Georgia
| – | -$2.64K | -102 | Closed |
|
|
CPA
113
Capital Performance Advisors
Walnut Creek,
California
| – | -$673 | -26 | Closed |
|
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.