Kura Sushi USA
KRUS
103 hedge funds and large institutions have $648M invested in Kura Sushi USA in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 43 increasing their positions, 19 reducing their positions, and 16 closing their positions.
126% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 19
88% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 16
87% more capital invested
Capital invested by funds: $346M → $648M (+$302M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
14% more funds holding
Funds holding: 90 → 103 (+13)
10.5% more ownership
Funds ownership: 59.73% → 70.23% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.6M |
| 2 |
1WCM
12 West Capital Management
New York
|
+$33.1M |
| 3 |
FAM
Fred Alger Management
New York
|
+$21M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$12M |
| 5 |
BlackRock
New York
|
+$7.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSCM
Divisadero Street Capital Management
Miami,
Florida
|
-$19.8M |
| 2 |
KLC
Kent Lake Capital
Reno,
Nevada
|
-$5.3M |
| 3 |
PC
Pier Capital
Stamford,
Connecticut
|
-$3.7M |
| 4 |
D.E. Shaw & Co
New York
|
-$3.7M |
| 5 |
Two Sigma Investments
New York
|
-$2.72M |
KRUS Hedge Fund Activity: Q2 2023 in Review
103 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Kura Sushi USA (KRUS) for Q2 2023, worth a combined $648M — up 87% from $346M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new KRUS positions and 16 closed out — a net gain of 14 holders — while 43 added to existing stakes and 19 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $47.6M. The largest seller was Divisadero Street Capital Management, exiting entirely with an estimated $19.8M sold.
- 103 institutional investors held Kura Sushi USA (KRUS) as of Q2 2023, up from 90 in Q1 2023.
- Funds reported $648M of Kura Sushi USA stock for Q2 2023, up 87% quarter-over-quarter.
- 30 funds opened new Kura Sushi USA positions in Q2 2023 and 16 closed out, a net change of +14 holders.
- The largest Kura Sushi USA buyer in Q2 2023 was Fidelity Investments, an estimated $47.6M added.
- The largest Kura Sushi USA seller in Q2 2023 was Divisadero Street Capital Management, an estimated $19.8M sold.
Based on aggregated 13F filings for Q2 2023.