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Karat Packaging

46 hedge funds and large institutions have $57.2M invested in Karat Packaging in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 4546 (+1)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

0.08% less ownership

Funds ownership: 21.65%21.57% (-0.08%)

8% less capital invested

Capital invested by funds: $61.9M → $57.2M (-$4.76M)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
1
Driehaus Capital Management
Illinois
$7.61M -$295K -19,955 -3%
WA
2
Wasatch Advisors
Utah
$6.6M -$954K -64,553 -12%
American Century Companies
3
American Century Companies
Missouri
$5.97M
EWM
4
Empirical Wealth Management
Washington
$4.44M -$29.5K -1,995 -0.6%
BlackRock
5
BlackRock
New York
$4.25M -$127K -8,612 -3%
PI
6
Putnam Investments
Massachusetts
$4.22M -$1.28M -86,282 -21%
KCM
7
Kornitzer Capital Management
Kansas
$4.04M
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.77M +$119K +8,029 +3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.88M +$622K +42,100 +24%
UBS Group
10
UBS Group
Switzerland
$1.52M +$70.1K +4,746 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.43M +$6.5K +440 +0.4%
GC
12
Gratia Capital
California
$1.3M +$1.44M +97,400 New
AA
13
Ancora Advisors
Ohio
$1.2M +$357K +24,176 +37%
AIC
14
AWM Investment Company
New York
$1M -$908K -61,430 -45%
State Street
15
State Street
Massachusetts
$929K +$813 +55 +0.1%
Victory Capital Management
16
Victory Capital Management
Texas
$802K -$92.2K -6,240 -9%
Millennium Management
17
Millennium Management
New York
$745K +$174K +11,777 +27%
PAIM
18
Punch & Associates Investment Management
Minnesota
$712K +$789K +53,384 New
SEI Investments
19
SEI Investments
Pennsylvania
$619K
Northern Trust
20
Northern Trust
Illinois
$589K +$5.25K +355 +0.8%
Barclays
21
Barclays
United Kingdom
$502K +$20.7K +1,401 +4%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$282K +$313K +21,154 New
Charles Schwab
23
Charles Schwab
California
$222K +$17.5K +1,182 +8%
CGH
24
Crossmark Global Holdings
Texas
$217K +$163 +11 +0.1%
William Blair & Company
25
William Blair & Company
Illinois
$210K -$103K -6,970 -31%

KRT Hedge Fund Activity: Q1 2023 in Review

46 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q1 2023, worth a combined $57.2M — down 7.7% from $61.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new KRT positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Gratia Capital, opening a new position worth an estimated $1.44M. The largest seller was Putnam Investments, cutting an estimated $1.28M.

  • 46 institutional investors held Karat Packaging (KRT) as of Q1 2023, up from 45 in Q4 2022.
  • Funds reported $57.2M of Karat Packaging stock for Q1 2023, down 7.7% quarter-over-quarter.
  • 4 funds opened new Karat Packaging positions in Q1 2023 and 3 closed out, a net change of +1 holder.
  • The largest Karat Packaging buyer in Q1 2023 was Gratia Capital, an estimated $1.44M added.
  • The largest Karat Packaging seller in Q1 2023 was Putnam Investments, an estimated $1.28M sold.

Based on aggregated 13F filings for Q1 2023.