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Karat Packaging

46 hedge funds and large institutions have $72M invested in Karat Packaging in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

5% more funds holding

Funds holding: 4446 (+2)

0.37% more ownership

Funds ownership: 20.92%21.3% (+0.37%)

12% less capital invested

Capital invested by funds: $82.2M → $72M (-$10.3M)

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
13
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
Driehaus Capital Management
Illinois
$10.5M -$76.2K -4,071 -0.7%
PI
2
Putnam Investments
Massachusetts
$8.41M -$2.26M -120,883 -20%
WA
3
Wasatch Advisors
Utah
$7.75M +$938K +50,067 +12%
American Century Companies
4
American Century Companies
Missouri
$7.6M -$92K -4,912 -1%
BlackRock
5
BlackRock
New York
$5.47M +$157K +8,358 +3%
AIC
6
AWM Investment Company
New York
$5.22M
KCM
7
Kornitzer Capital Management
Kansas
$5.17M
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.69M +$726K +38,761 +16%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$3.27M +$1.54M +82,086 +75%
Victory Capital Management
10
Victory Capital Management
Texas
$2.06M +$206K +11,009 +10%
EWM
11
Empirical Wealth Management
Washington
$2.03M +$94 +5 +0%
UBS Group
12
UBS Group
Switzerland
$1.49M +$49.3K +2,631 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.38M +$132K +7,029 +9%
State Street
14
State Street
Massachusetts
$1.18M +$35.6K +1,903 +3%
SEI Investments
15
SEI Investments
Pennsylvania
$792K
Northern Trust
16
Northern Trust
Illinois
$770K +$123K +6,541 +17%
Barclays
17
Barclays
United Kingdom
$618K -$8.62K -460 -1%
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$552K -$17.3K -922 -3%
Millennium Management
19
Millennium Management
New York
$526K +$113K +6,046 +24%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$394K -$11.7K -624 -3%
William Blair & Company
21
William Blair & Company
Illinois
$387K -$120K -6,430 -22%
CGH
22
Crossmark Global Holdings
Texas
$287K
HighTower Advisors
23
HighTower Advisors
Illinois
$254K
Morgan Stanley
24
Morgan Stanley
New York
$227K -$51.3K -2,739 -17%
Charles Schwab
25
Charles Schwab
California
$213K +$31.5K +1,682 +16%

KRT Hedge Fund Activity: Q2 2022 in Review

46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q2 2022, worth a combined $72M — down 12% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new KRT positions and 0 closed out — a net gain of 3 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.54M. The largest seller was Putnam Investments, cutting an estimated $2.26M.

  • 46 institutional investors held Karat Packaging (KRT) as of Q2 2022, up from 44 in Q1 2022.
  • Funds reported $72M of Karat Packaging stock for Q2 2022, down 12% quarter-over-quarter.
  • 3 funds opened new Karat Packaging positions in Q2 2022 and 0 closed out, a net change of +3 holders.
  • The largest Karat Packaging buyer in Q2 2022 was Wellington Management Group, an estimated $1.54M added.
  • The largest Karat Packaging seller in Q2 2022 was Putnam Investments, an estimated $2.26M sold.

Based on aggregated 13F filings for Q2 2022.