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Karat Packaging

52 hedge funds and large institutions have $76.6M invested in Karat Packaging in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

34% more capital invested

Capital invested by funds: $57.2M → $76.6M (+$19.4M)

13% more funds holding

Funds holding: 4652 (+6)

0.47% less ownership

Funds ownership: 21.57%21.1% (-0.47%)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$10.8M +$5.78M +375,000 +174%
WA
2
Wasatch Advisors
Utah
$8.83M -$170K -11,050 -2%
American Century Companies
3
American Century Companies
Missouri
$8.29M +$107K +6,918 +2%
Ameriprise
4
Ameriprise
Minnesota
$6.37M +$5.38M +348,970 New
BlackRock
5
BlackRock
New York
$6.27M +$378K +24,531 +8%
EWM
6
Empirical Wealth Management
Washington
$6.03M -$46.3K -3,005 -0.9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.11M -$51.6K -3,346 -1%
KCM
8
Kornitzer Capital Management
Kansas
$3.79M -$1.47M -95,500 -32%
GC
9
Gratia Capital
California
$2.62M +$714K +46,291 +48%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.08M +$104K +6,728 +6%
UBS Group
11
UBS Group
Switzerland
$1.71M -$311K -20,164 -18%
UIC
12
Uniplan Investment Counsel
Wisconsin
$1.6M +$1.35M +87,506 New
AA
13
Ancora Advisors
Ohio
$1.51M -$109K -7,090 -8%
State Street
14
State Street
Massachusetts
$1.48M +$173K +11,220 +16%
Millennium Management
15
Millennium Management
New York
$1.12M +$83.4K +5,404 +10%
PAIM
16
Punch & Associates Investment Management
Minnesota
$1.01M +$31.1K +2,016 +4%
SEI Investments
17
SEI Investments
Pennsylvania
$938K +$76.7K +4,975 +11%
Victory Capital Management
18
Victory Capital Management
Texas
$870K -$193K -12,511 -21%
Northern Trust
19
Northern Trust
Illinois
$821K +$12K +775 +2%
Barclays
20
Barclays
United Kingdom
$654K -$27.5K -1,781 -5%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$569K +$415K +26,931 +601%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$540K +$454K +29,450 New
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$530K +$122K +7,879 +37%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$316K +$60.7K +3,938 +29%
CGH
25
Crossmark Global Holdings
Texas
$316K

KRT Hedge Fund Activity: Q2 2023 in Review

52 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q2 2023, worth a combined $76.6M — up 34% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KRT positions and 3 closed out — a net gain of 6 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $5.78M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $7.61M sold.

  • 52 institutional investors held Karat Packaging (KRT) as of Q2 2023, up from 46 in Q1 2023.
  • Funds reported $76.6M of Karat Packaging stock for Q2 2023, up 34% quarter-over-quarter.
  • 9 funds opened new Karat Packaging positions in Q2 2023 and 3 closed out, a net change of +6 holders.
  • The largest Karat Packaging buyer in Q2 2023 was Wellington Management Group, an estimated $5.78M added.
  • The largest Karat Packaging seller in Q2 2023 was Driehaus Capital Management, an estimated $7.61M sold.

Based on aggregated 13F filings for Q2 2023.