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Karat Packaging

35 hedge funds and large institutions have $78.8M invested in Karat Packaging in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

0% more funds holding

Funds holding: 3535 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0.32% less ownership

Funds ownership: 20.01%19.69% (-0.32%)

5% less capital invested

Capital invested by funds: $82.9M → $78.8M (-$4.15M)

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
Driehaus Capital Management
Illinois
$12.7M -$657K -31,081 -5%
PI
2
Putnam Investments
Massachusetts
$11.5M -$1M -47,477 -8%
American Century Companies
3
American Century Companies
Missouri
$9.07M +$396K +18,759 +4%
WA
4
Wasatch Advisors
Utah
$8.09M +$772K +36,531 +10%
BlackRock
5
BlackRock
New York
$6.5M +$78K +3,691 +1%
AIC
6
AWM Investment Company
New York
$6.18M -$1.99M -94,014 -24%
KCM
7
Kornitzer Capital Management
Kansas
$6.12M
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.78M -$1.88M -88,825 -27%
Victory Capital Management
9
Victory Capital Management
Texas
$2.44M +$2.55M +120,830 New
UBS Group
10
UBS Group
Switzerland
$1.94M +$462K +21,848 +29%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.54M +$1.61M +76,193 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.47M +$2.98K +141 +0.2%
State Street
13
State Street
Massachusetts
$1.29M +$96.2K +4,553 +8%
Northern Trust
14
Northern Trust
Illinois
$865K -$6.91K -327 -0.8%
SEI Investments
15
SEI Investments
Pennsylvania
$759K +$161K +7,609 +25%
Ensign Peak Advisors
16
Ensign Peak Advisors
Utah
$673K
William Blair & Company
17
William Blair & Company
Illinois
$530K -$123K -5,800 -18%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$450K +$471K +22,285 New
Morgan Stanley
19
Morgan Stanley
New York
$373K -$99.3K -4,698 -20%
Millennium Management
20
Millennium Management
New York
$310K -$154K -7,279 -32%
HighTower Advisors
21
HighTower Advisors
Illinois
$301K
DZ Bank
22
DZ Bank
Germany
$217K -$448K -21,178 -66%
JP Morgan Chase
23
JP Morgan Chase
New York
$131K +$76.4K +3,617 +127%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$100K +$296 +14 +0.3%
Wells Fargo
25
Wells Fargo
California
$73K +$55.6K +2,629 +263%

KRT Hedge Fund Activity: Q4 2021 in Review

35 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q4 2021, worth a combined $78.8M — down 5% from $82.9M a quarter earlier.

Fund positioning in KRT was balanced in Q4 2021: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 12 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $2.55M. The largest seller was AWM Investment Company, cutting an estimated $1.99M.

  • 35 institutional investors held Karat Packaging (KRT) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $78.8M of Karat Packaging stock for Q4 2021, down 5% quarter-over-quarter.
  • 3 funds opened new Karat Packaging positions in Q4 2021 and 3 closed out, a net change of 0 holders.
  • The largest Karat Packaging buyer in Q4 2021 was Victory Capital Management, an estimated $2.55M added.
  • The largest Karat Packaging seller in Q4 2021 was AWM Investment Company, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2021.