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Karat Packaging

44 hedge funds and large institutions have $82.2M invested in Karat Packaging in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more funds holding

Funds holding: 3544 (+9)

1.23% more ownership

Funds ownership: 19.69%20.92% (+1.2%)

4% more capital invested

Capital invested by funds: $78.8M → $82.2M (+$3.44M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
44
Holders Change
+9
Holders Change %
+25.71%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
16
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
Driehaus Capital Management
Illinois
$12.3M -$206K -11,879 -2%
PI
2
Putnam Investments
Massachusetts
$12.2M +$751K +43,342 +8%
American Century Companies
3
American Century Companies
Missouri
$8.94M +$30.2K +1,746 +0.4%
WA
4
Wasatch Advisors
Utah
$8.02M +$66.1K +3,818 +1%
BlackRock
5
BlackRock
New York
$6.2M -$162K -9,362 -3%
AIC
6
AWM Investment Company
New York
$6.07M
KCM
7
Kornitzer Capital Management
Kansas
$6.01M
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.68M -$9.53K -550 -0.2%
EWM
9
Empirical Wealth Management
Washington
$2.36M +$2.06M +119,048 New
Victory Capital Management
10
Victory Capital Management
Texas
$2.18M -$187K -10,810 -9%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$2.17M +$578K +33,391 +44%
UBS Group
12
UBS Group
Switzerland
$1.68M -$195K -11,265 -12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.47M +$26.3K +1,518 +2%
State Street
14
State Street
Massachusetts
$1.34M +$63.4K +3,661 +6%
SEI Investments
15
SEI Investments
Pennsylvania
$922K +$153K +8,857 +24%
Northern Trust
16
Northern Trust
Illinois
$765K -$73.1K -4,219 -10%
Barclays
17
Barclays
United Kingdom
$727K +$635K +36,683 New
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$661K
William Blair & Company
19
William Blair & Company
Illinois
$578K +$50.3K +2,904 +11%
Millennium Management
20
Millennium Management
New York
$492K +$163K +9,422 +61%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$470K +$24.4K +1,411 +6%
CGH
22
Crossmark Global Holdings
Texas
$334K +$291K +16,828 New
Morgan Stanley
23
Morgan Stanley
New York
$319K -$41.8K -2,411 -13%
HighTower Advisors
24
HighTower Advisors
Illinois
$296K
Charles Schwab
25
Charles Schwab
California
$215K +$187K +10,785 New

KRT Hedge Fund Activity: Q1 2022 in Review

44 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q1 2022, worth a combined $82.2M — up 4.4% from $78.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KRT positions and 0 closed out — a net gain of 9 holders — while 10 added to existing stakes and 16 trimmed.

The largest buyer was Empirical Wealth Management, opening a new position worth an estimated $2.06M. The largest seller was Driehaus Capital Management, cutting an estimated $206K.

  • 44 institutional investors held Karat Packaging (KRT) as of Q1 2022, up from 35 in Q4 2021.
  • Funds reported $82.2M of Karat Packaging stock for Q1 2022, up 4.4% quarter-over-quarter.
  • 9 funds opened new Karat Packaging positions in Q1 2022 and 0 closed out, a net change of +9 holders.
  • The largest Karat Packaging buyer in Q1 2022 was Empirical Wealth Management, an estimated $2.06M added.
  • The largest Karat Packaging seller in Q1 2022 was Driehaus Capital Management, an estimated $206K sold.

Based on aggregated 13F filings for Q1 2022.