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Karat Packaging
KRT

46 hedge funds and large institutions have $75.7M invested in Karat Packaging in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

5% more capital invested

Capital invested by funds: $72M → $75.7M (+$3.7M)

2.57% more ownership

Funds ownership: 21.3% → 23.86% (+2.6%)

0% more funds holding

Funds holding: 46 → 46 (0)

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
18
Reduced
16
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Empirical Wealth Management
Washington
+$7.96M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.5M
3
WA
Wasatch Advisors
Utah
+$930K
4
UBS Group
UBS Group
Switzerland
+$93.9K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$70.6K

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$577K
2
DCM
Driehaus Capital Management
Illinois
-$278K
3
BlackRock
BlackRock
New York
-$214K
4
Millennium Management
Millennium Management
New York
-$153K
5
Morgan Stanley
Morgan Stanley
New York
-$71.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1
Driehaus Capital Management
Illinois
$9.58M -$278K -15,351 -2%
EWM
2
Empirical Wealth Management
Washington
$8.93M +$7.96M +439,575 +369%
WA
3
Wasatch Advisors
Utah
$8.08M +$930K +51,386 +11%
PI
4
Putnam Investments
Massachusetts
$7.84M -$41.7K -2,306 -0.5%
American Century Companies
5
American Century Companies
Missouri
$7.16M +$35.1K +1,939 +0.4%
BlackRock
6
BlackRock
New York
$4.94M -$214K -11,798 -4%
AIC
7
AWM Investment Company
New York
$4.89M – – –
KCM
8
Kornitzer Capital Management
Kansas
$4.84M – – –
Wellington Management Group
9
Wellington Management Group
Massachusetts
$4.39M +$1.5M +82,813 +43%
Vanguard Group
10
Vanguard Group
Pennsylvania
$4.38M -$10.5K -581 -0.2%
UBS Group
11
UBS Group
Switzerland
$1.48M +$93.9K +5,189 +6%
Victory Capital Management
12
Victory Capital Management
Texas
$1.43M -$577K -31,884 -26%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.32M +$29.9K +1,650 +2%
State Street
14
State Street
Massachusetts
$1.13M +$27.2K +1,504 +2%
SEI Investments
15
SEI Investments
Pennsylvania
$742K – – –
Northern Trust
16
Northern Trust
Illinois
$727K +$6.61K +365 +0.8%
Barclays
17
Barclays
United Kingdom
$559K -$23.1K -1,278 -4%
Ensign Peak Advisors
18
Ensign Peak Advisors
Utah
$506K -$12.6K -696 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$431K +$70.6K +3,899 +17%
William Blair & Company
20
William Blair & Company
Illinois
$363K – – –
Millennium Management
21
Millennium Management
New York
$358K -$153K -8,429 -27%
CGH
22
Crossmark Global Holdings
Texas
$259K -$11.7K -647 -4%
Charles Schwab
23
Charles Schwab
California
$248K +$54.6K +3,014 +24%
HighTower Advisors
24
HighTower Advisors
Illinois
$238K – – –
DZ Bank
25
DZ Bank
Germany
$173K – – –
1
2

KRT Hedge Fund Activity: Q3 2022 in Review

46 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q3 2022, worth a combined $75.7M — up 5.1% from $72M a quarter earlier.

Fund positioning in KRT was balanced in Q3 2022: 0 funds opened new positions, 0 closed out, 18 added to existing stakes and 16 trimmed.

The largest buyer was Empirical Wealth Management, adding an estimated $7.96M. The largest seller was Victory Capital Management, cutting an estimated $577K.

  • 46 institutional investors held Karat Packaging (KRT) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $75.7M of Karat Packaging stock for Q3 2022, up 5.1% quarter-over-quarter.
  • 0 funds opened new Karat Packaging positions in Q3 2022 and 0 closed out.
  • The largest Karat Packaging buyer in Q3 2022 was Empirical Wealth Management, an estimated $7.96M added.
  • The largest Karat Packaging seller in Q3 2022 was Victory Capital Management, an estimated $577K sold.

Based on aggregated 13F filings for Q3 2022.