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Karat Packaging

93 hedge funds and large institutions have $147M invested in Karat Packaging in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $126M → $147M (+$21.2M)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0.39% more ownership

Funds ownership: 25.3%25.7% (+0.39%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 9493 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
93
Holders Change
-1
Holders Change %
-1.06%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
34
Reduced
31
Closed
11
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 -$1.68M -63,776 -12%
BlackRock
2
BlackRock
New York
$10.4M +$271K +10,277 +3%
Ameriprise
3
Ameriprise
Minnesota
$10.1M -$674K -25,579 -7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.98M +$73.9K +2,804 +0.8%
WA
5
Wasatch Advisors
Utah
$9.3M -$497K -18,844 -5%
American Century Companies
6
American Century Companies
Missouri
$8.88M -$1.85M -70,181 -18%
UBS Group
7
UBS Group
Switzerland
$7.86M +$2.79M +105,758 +63%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$7.49M +$721K +27,370 +12%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$4.75M +$80.3K +3,049 +2%
DLP
10
De Lisle Partners
United Kingdom
$4.26M +$3.93M +149,143 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.07M +$55K +2,089 +1%
KCM
12
Kornitzer Capital Management
Kansas
$3.62M -$1.12M -42,430 -25%
State Street
13
State Street
Massachusetts
$3.47M +$135K +5,111 +4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$3.38M +$964K +36,582 +45%
Los Angeles Capital Management
15
Los Angeles Capital Management
California
$2.51M -$275K -10,447 -11%
UIC
16
Uniplan Investment Counsel
Wisconsin
$2.44M +$23.5K +891 +1%
AQR Capital Management
17
AQR Capital Management
Connecticut
$2.43M +$2.02M +76,500 +910%
RHJA
18
Rice Hall James & Associates
California
$2.38M +$105K +3,996 +5%
ZIM
19
Zacks Investment Management
Illinois
$2.26M +$356K +13,505 +21%
Corient Private Wealth
20
Corient Private Wealth
Florida
$1.91M -$17.2K -653 -1%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$1.83M +$416K +15,786 +33%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$1.76M +$794K +30,137 +96%
SEI Investments
23
SEI Investments
Pennsylvania
$1.65M -$328K -12,437 -18%
PAIM
24
Punch & Associates Investment Management
Minnesota
$1.58M
Northern Trust
25
Northern Trust
Illinois
$1.55M -$8.43K -320 -0.6%

KRT Hedge Fund Activity: Q1 2024 in Review

93 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q1 2024, worth a combined $147M — up 17% from $126M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of KRT and 10 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 34 added.

The largest buyer was UBS Group, adding an estimated $2.79M. The largest seller was Gratia Capital, cutting an estimated $2.06M.

  • 93 institutional investors held Karat Packaging (KRT) as of Q1 2024, down from 94 in Q4 2023.
  • Funds reported $147M of Karat Packaging stock for Q1 2024, up 17% quarter-over-quarter.
  • 10 funds opened new Karat Packaging positions in Q1 2024 and 11 closed out, a net change of -1 holder.
  • The largest Karat Packaging buyer in Q1 2024 was UBS Group, an estimated $2.79M added.
  • The largest Karat Packaging seller in Q1 2024 was Gratia Capital, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2024.