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Karat Packaging

82 hedge funds and large institutions have $106M invested in Karat Packaging in 2023 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 5

58% more funds holding

Funds holding: 5282 (+30)

38% more capital invested

Capital invested by funds: $76.6M → $106M (+$29.4M)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

2.05% more ownership

Funds ownership: 21.1%23.15% (+2%)

Holders
82
Holders Change
+30
Holders Change %
+57.69%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
22
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$13.2M -$384K -17,900 -3%
Ameriprise
2
Ameriprise
Minnesota
$8.8M +$702K +32,741 +9%
WA
3
Wasatch Advisors
Utah
$8.06M -$2.88M -134,132 -28%
American Century Companies
4
American Century Companies
Missouri
$8.03M -$2.28M -106,109 -23%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.68M +$1.14M +53,373 +19%
BlackRock
6
BlackRock
New York
$6.82M -$1.02M -47,603 -14%
GC
7
Gratia Capital
California
$6.11M +$2.6M +121,309 +84%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$4.23M +$3.27M +152,207 +485%
KCM
9
Kornitzer Capital Management
Kansas
$3.9M -$824K -38,410 -19%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.79M +$143K +6,687 +6%
UBS Group
11
UBS Group
Switzerland
$2.14M -$27.9K -1,301 -1%
UIC
12
Uniplan Investment Counsel
Wisconsin
$2.05M +$124K +5,764 +7%
State Street
13
State Street
Massachusetts
$1.98M +$107K +5,000 +6%
RHJA
14
Rice Hall James & Associates
California
$1.94M +$1.8M +84,014 New
Russell Investments Group
15
Russell Investments Group
United Kingdom
$1.71M +$1.59M +74,339 New
SEI Investments
16
SEI Investments
Pennsylvania
$1.68M +$461K +21,469 +42%
ZIM
17
Zacks Investment Management
Illinois
$1.55M +$1.44M +67,218 New
EI
18
EAM Investors
California
$1.39M +$1.29M +60,268 New
Two Sigma Investments
19
Two Sigma Investments
New York
$1.3M +$1.21M +56,288 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.3M +$583K +27,178 +94%
PAIM
21
Punch & Associates Investment Management
Minnesota
$1.28M
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$1.17M +$1.09M +50,881 New
Northern Trust
23
Northern Trust
Illinois
$1.1M +$53.9K +2,513 +6%
Victory Capital Management
24
Victory Capital Management
Texas
$1.07M -$27.5K -1,280 -3%
Millennium Management
25
Millennium Management
New York
$1.03M -$360K -16,777 -27%

KRT Hedge Fund Activity: Q3 2023 in Review

82 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q3 2023, worth a combined $106M — up 38% from $76.6M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new KRT positions and 5 closed out — a net gain of 30 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $3.27M. The largest seller was Empirical Wealth Management, exiting entirely with an estimated $6.03M sold.

  • 82 institutional investors held Karat Packaging (KRT) as of Q3 2023, up from 52 in Q2 2023.
  • Funds reported $106M of Karat Packaging stock for Q3 2023, up 38% quarter-over-quarter.
  • 35 funds opened new Karat Packaging positions in Q3 2023 and 5 closed out, a net change of +30 holders.
  • The largest Karat Packaging buyer in Q3 2023 was Acadian Asset Management, an estimated $3.27M added.
  • The largest Karat Packaging seller in Q3 2023 was Empirical Wealth Management, an estimated $6.03M sold.

Based on aggregated 13F filings for Q3 2023.