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Karat Packaging

101 hedge funds and large institutions have $154M invested in Karat Packaging in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

9% more funds holding

Funds holding: 93101 (+8)

5% more capital invested

Capital invested by funds: $147M → $154M (+$7.67M)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

0.43% more ownership

Funds ownership: 25.7%26.13% (+0.43%)

Holders
101
Holders Change
+8
Holders Change %
+8.6%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
37
Reduced
34
Closed
12
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 -$461K -16,400 -4%
BlackRock
2
BlackRock
New York
$12.1M +$1.26M +44,883 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.6M +$271K +9,652 +3%
Ameriprise
4
Ameriprise
Minnesota
$10.4M -$68K -2,419 -0.7%
UBS Group
5
UBS Group
Switzerland
$8.93M +$759K +27,014 +10%
WA
6
Wasatch Advisors
Utah
$8.54M -$1.02M -36,470 -11%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$8.38M +$601K +21,383 +8%
American Century Companies
8
American Century Companies
Missouri
$7.74M -$1.37M -48,710 -16%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$5.04M +$124K +4,408 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.57M +$351K +12,478 +9%
DLP
11
De Lisle Partners
United Kingdom
$4.4M
KCM
12
Kornitzer Capital Management
Kansas
$3.75M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$3.59M +$95.5K +3,397 +3%
State Street
14
State Street
Massachusetts
$3.58M -$13.4K -476 -0.4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$3.46M +$901K +32,069 +38%
Boston Partners
16
Boston Partners
Massachusetts
$3.08M +$2.93M +104,265 New
UIC
17
Uniplan Investment Counsel
Wisconsin
$2.53M +$2.39K +85 +0.1%
ZIM
18
Zacks Investment Management
Illinois
$2.52M +$176K +6,260 +8%
RHJA
19
Rice Hall James & Associates
California
$2.38M -$80.2K -2,855 -3%
LSV Asset Management
20
LSV Asset Management
Illinois
$2.36M +$2.24M +79,753 New
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$2.08M +$175K +6,243 +10%
Los Angeles Capital Management
22
Los Angeles Capital Management
California
$1.89M -$671K -23,866 -27%
Barclays
23
Barclays
United Kingdom
$1.87M +$869K +30,918 +96%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$1.83M +$6.13K +218 +0.4%
Corient Private Wealth
25
Corient Private Wealth
Florida
$1.67M -$291K -10,341 -15%

KRT Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q2 2024, worth a combined $154M — up 5.2% from $147M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KRT positions and 12 closed out — a net gain of 8 holders — while 37 added to existing stakes and 34 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $2.93M. The largest seller was American Century Companies, cutting an estimated $1.37M.

  • 101 institutional investors held Karat Packaging (KRT) as of Q2 2024, up from 93 in Q1 2024.
  • Funds reported $154M of Karat Packaging stock for Q2 2024, up 5.2% quarter-over-quarter.
  • 20 funds opened new Karat Packaging positions in Q2 2024 and 12 closed out, a net change of +8 holders.
  • The largest Karat Packaging buyer in Q2 2024 was Boston Partners, an estimated $2.93M added.
  • The largest Karat Packaging seller in Q2 2024 was American Century Companies, an estimated $1.37M sold.

Based on aggregated 13F filings for Q2 2024.