Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INGLES MKTS INC (IMKTA)

196 + Investors. Track Smart Money conviction in IMKTA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — IMKTA

Based on 193 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IMKTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
193 funds currently hold this stock — 94% of the 3.0-year high of 205 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IMKTA is almost the same as a year ago (+4 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

93 buying94 selling
Last quarter: 93 funds bought or added vs 94 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 22 → 25 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 17% new
123 out of 193 hedge funds have held IMKTA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

27 → 25 → 22 → 25 → 30 new funds/Q
New funds entering each quarter: 25 → 22 → 25 → 30. A growing number of institutions are discovering IMKTA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Of 196 current holders: 131 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
31 of 193 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IMKTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IMKTA

How many hedge funds hold IMKTA — quarterly history vs. share price
Quarterly hedge fund ownership of IMKTA vs. share price

Market Analysis: IMKTA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMKTA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 1 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: IMKTA
2026 Q1 Stats Unlock in 22 days 196 + Investors

Track Smart Money conviction in IMKTA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 196 188 4.26%
13F Shares 13M 13M 0.1%
Total Value $907M $920M -1.33%
New Positions 30 25 +5
Increased Positions 70 77 -7
Closed Positions 23 22 +1
Reduced Positions 71 63 +8
Total Calls 4 3 33.33%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMKTA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

196 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IMKTA. Verified SEC 13F-HR filings.

Top 25 institutional holders of IMKTA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SUMMER ROAD LLC 27.45% 433,678 $39.0M
2 Significant Wealth Partners LLC 0.43% 3,918 $352K
3 Belleair Asset Management, LLC 0.32% 3,858 $347K
4 Linden Thomas Advisory Services, LLC 0.25% 28,355 $2.5M
5 Baker Ellis Asset Management LLC 0.24% 22,578 $2.0M
6 Polaris Capital Management, LLC 0.20% 26,983 $2.4M
7 DGS Capital Management, LLC 0.17% 11,257 $1.0M
8 JAMES INVESTMENT RESEARCH, INC. 0.11% 10,958 $985K
9 Silver Coast Investments LLC 0.07% 2,573 $231K
10 EVOLVE PRIVATE WEALTH, LLC 0.04% 7,997 $719K
11 Global Trust Asset Management, LLC 0.01% 425 $38K
12 Diversified Trust Co 0.01% 5,902 $531K
13 FINANCIAL CONSULATE, INC 0.01% 800 $72K
14 Ethic Inc. 0.01% 4,149 $373K
15 OLD NATIONAL BANCORP /IN/ 0.00% 2,343 $211K
16 GODSEY & GIBB, INC 0.00% 300 $27K
17 GAMMA Investing LLC 0.00% 529 $48K
18 Fortitude Family Office, LLC 0.00% 93 $8K
19 HB Wealth Management, LLC 0.00% 2,274 $204K
20 SIGNATUREFD, LLC 0.00% 704 $63K
21 STRS OHIO 0.00% 2,700 $243K
22 WHITTIER TRUST CO 0.00% 800 $74K
23 Sterling Capital Management LLC 0.00% 485 $44K
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 3,930 $358K
25 SG Americas Securities, LLC 0.00% 6,587 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INGLES MKTS INC (IMKTA)

What does the Smart Money Trend signal show for IMKTA?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IMKTA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IMKTA?

Slight buying edge — 50% buying: Last quarter: 93 funds bought or added vs 94 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IMKTA holders?

Elite ownership — 40% AUM from top-100 funds: 31 of 193 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in IMKTA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IMKTA?

64% of holders stayed for 2+ years: 123 out of 193 hedge funds have held IMKTA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.