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Karat Packaging

100 hedge funds and large institutions have $133M invested in Karat Packaging in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 26

0.51% less ownership

Funds ownership: 26.13%25.62% (-0.51%)

1% less funds holding

Funds holding: 101100 (-1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

14% less capital invested

Capital invested by funds: $154M → $133M (-$21.6M)

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
42
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.3M +$743K +27,726 +7%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$11M -$576K -21,500 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.45M +$181K +6,737 +2%
Ameriprise
4
Ameriprise
Minnesota
$9.29M +$180K +6,713 +2%
UBS Group
5
UBS Group
Switzerland
$8.05M +$247K +9,200 +3%
WA
6
Wasatch Advisors
Utah
$7.32M -$165K -6,151 -2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$5.71M -$1.68M -62,579 -22%
American Century Companies
8
American Century Companies
Missouri
$4.69M -$2.16M -80,507 -31%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.63M +$644K +24,020 +16%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$4.34M -$73.7K -2,749 -2%
RIM
11
Ranger Investment Management
Texas
$4.08M +$4.23M +157,735 New
DLP
12
De Lisle Partners
United Kingdom
$3.86M
LSV Asset Management
13
LSV Asset Management
Illinois
$3.52M +$1.51M +56,167 +70%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$3.45M +$316K +11,797 +10%
KCM
15
Kornitzer Capital Management
Kansas
$3.28M
State Street
16
State Street
Massachusetts
$3.13M +$1.45K +54 +0%
Boston Partners
17
Boston Partners
Massachusetts
$2.89M +$195K +7,283 +7%
Barclays
18
Barclays
United Kingdom
$1.84M +$212K +7,911 +13%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$1.69M -$199K -7,440 -11%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.61M +$1.67M +62,226 New
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$1.6M +$1.79K +67 +0.1%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$1.41M +$499K +18,612 +52%
Northern Trust
23
Northern Trust
Illinois
$1.39M +$777 +29 +0.1%
PAIM
24
Punch & Associates Investment Management
Minnesota
$1.39M
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$1.14M -$529K -19,741 -31%

KRT Hedge Fund Activity: Q3 2024 in Review

100 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q3 2024, worth a combined $133M — down 14% from $154M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KRT and 15 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 42 added.

The largest buyer was Ranger Investment Management, opening a new position worth an estimated $4.23M. The largest seller was Uniplan Investment Counsel, exiting entirely with an estimated $2.53M sold.

  • 100 institutional investors held Karat Packaging (KRT) as of Q3 2024, down from 101 in Q2 2024.
  • Funds reported $133M of Karat Packaging stock for Q3 2024, down 14% quarter-over-quarter.
  • 15 funds opened new Karat Packaging positions in Q3 2024 and 16 closed out, a net change of -1 holder.
  • The largest Karat Packaging buyer in Q3 2024 was Ranger Investment Management, an estimated $4.23M added.
  • The largest Karat Packaging seller in Q3 2024 was Uniplan Investment Counsel, an estimated $2.53M sold.

Based on aggregated 13F filings for Q3 2024.