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Karat Packaging

102 hedge funds and large institutions have $153M invested in Karat Packaging in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $133M → $153M (+$20M)

2% more funds holding

Funds holding: 100102 (+2)

0.39% less ownership

Funds ownership: 25.62%25.23% (-0.39%)

Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
38
Reduced
30
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.2M +$781 +27 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.1M +$960K +33,195 +9%
UBS Group
3
UBS Group
Switzerland
$11.4M +$1.92M +66,300 +21%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10.5M -$2.28M -78,700 -19%
Ameriprise
5
Ameriprise
Minnesota
$10.5M -$381K -13,166 -4%
WA
6
Wasatch Advisors
Utah
$8.31M -$229K -7,930 -3%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$6.82M +$138K +4,773 +2%
American Century Companies
8
American Century Companies
Missouri
$5.68M +$180K +6,224 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.52M +$105K +3,626 +2%
RIM
10
Ranger Investment Management
Texas
$4.73M -$44.1K -1,525 -1%
DLP
11
De Lisle Partners
United Kingdom
$4.51M
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$4.42M +$367K +12,676 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$4.14M -$890K -30,768 -18%
State Street
14
State Street
Massachusetts
$3.65M -$8.62K -298 -0.2%
Boston Partners
15
Boston Partners
Massachusetts
$3.32M -$55.9K -1,932 -2%
LSV Asset Management
16
LSV Asset Management
Illinois
$3.16M -$908K -31,400 -23%
Millennium Management
17
Millennium Management
New York
$2.54M +$1.26M +43,740 +109%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$2.41M +$504K +17,419 +28%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$1.99M +$111K +3,845 +6%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.77M +$119K +4,128 +8%
Northern Trust
21
Northern Trust
Illinois
$1.7M +$79.9K +2,762 +5%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$1.69M -$206K -7,141 -11%
PAIM
23
Punch & Associates Investment Management
Minnesota
$1.62M
Morgan Stanley
24
Morgan Stanley
New York
$1.42M +$372K +12,879 +38%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.24M +$78.1K +2,700 +7%

KRT Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q4 2024, worth a combined $153M — up 15% from $133M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KRT positions and 11 closed out — a net gain of 2 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was UBS Group, adding an estimated $1.92M. The largest seller was Kornitzer Capital Management, exiting entirely with an estimated $3.28M sold.

  • 102 institutional investors held Karat Packaging (KRT) as of Q4 2024, up from 100 in Q3 2024.
  • Funds reported $153M of Karat Packaging stock for Q4 2024, up 15% quarter-over-quarter.
  • 13 funds opened new Karat Packaging positions in Q4 2024 and 11 closed out, a net change of +2 holders.
  • The largest Karat Packaging buyer in Q4 2024 was UBS Group, an estimated $1.92M added.
  • The largest Karat Packaging seller in Q4 2024 was Kornitzer Capital Management, an estimated $3.28M sold.

Based on aggregated 13F filings for Q4 2024.