Karat Packaging
KRT
45 hedge funds and large institutions have $61.9M invested in Karat Packaging in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 2 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
2% less funds holding
Funds holding: 46 → 45 (-1)
2.21% less ownership
Funds ownership: 23.86% → 21.65% (-2.2%)
18% less capital invested
Capital invested by funds: $75.7M → $61.9M (-$13.7M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$830K |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$785K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$353K |
| 4 |
Millennium Management
New York
|
+$316K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$3.25M |
| 2 |
AIC
AWM Investment Company
New York
|
-$2.46M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.47M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$1.27M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$331K |
KRT Hedge Fund Activity: Q4 2022 in Review
45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q4 2022, worth a combined $61.9M — down 18% from $75.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of KRT and 1 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 18 added.
The largest buyer was Ancora Advisors, adding an estimated $830K. The largest seller was Empirical Wealth Management, cutting an estimated $3.25M.
- 45 institutional investors held Karat Packaging (KRT) as of Q4 2022, down from 46 in Q3 2022.
- Funds reported $61.9M of Karat Packaging stock for Q4 2022, down 18% quarter-over-quarter.
- 1 fund opened new Karat Packaging positions in Q4 2022 and 2 closed out, a net change of -1 holder.
- The largest Karat Packaging buyer in Q4 2022 was Ancora Advisors, an estimated $830K added.
- The largest Karat Packaging seller in Q4 2022 was Empirical Wealth Management, an estimated $3.25M sold.
Based on aggregated 13F filings for Q4 2022.