Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ingles Mkts Inc (IMKTA)

228 + 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
↑ +26
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — IMKTA

Based on 229 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
229 hedge funds hold IMKTA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

125 buying89 selling
Last quarter: 125 funds bought or added vs 89 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.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new IMKTA position: 22 → 26 → 31 → 51. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 22% medium ■ 18% new
136 out of 229 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.
💰

Value +38% but shares only +6% — price-driven

Value
+38%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

25 → 22 → 26 → 31 → 51 new funds/Q
New funds entering each quarter: 22 → 26 → 31 → 51. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Entry-cohort mix of 232 holders: 156 (67%) are 2+ year veterans, 26 entered 1–2 years ago, and 50 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
40 of 229 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — IMKTA

In 2026 Q1, 125 hedge funds were net buyers of IMKTA (51 opened a new position, 74 added to an existing one), while 89 reduced or exited (64 trimmed, 25 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in IMKTA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 229.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ingles Mkts Inc (IMKTA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IMKTA has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
IMKTA
-3.1%
XLP
+2.1%

IMKTA outperformed XLP by -5.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IMKTA
+1.1%
XLP
-1.1%

Since the filing became public, IMKTA outperformed XLP by +2.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: IMKTA
228 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 228 203 12.32%
13F Shares 14M 13M 6.02%
Total Value $1.27B $918M 38.25%
New Positions 50 31 +19
Increased Positions 74 65 +9
Closed Positions 25 23 +2
Reduced Positions 62 72 -10
Total Calls 3 4 -25.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMKTA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

228 + investors

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

QUARTER:
Top 25 IMKTA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summer Road LLC 27.45% 433,678 $39.0M
2 Gate City Capital Management, LLC 7.75% 221,399 $19.9M
3 Towle & Co 2.46% 70,450 $6.3M
4 Wallace Capital Management Inc. 1.99% 192,307 $17.3M
5 Factorial Partners, LLC 1.63% 24,996 $2.2M
6 Fca Corp /Tx 1.48% 58,370 $5.2M
7 Ballast Asset Management, LP 1.28% 31,958 $2.9M
8 Bragg Financial Advisors, Inc 1.08% 379,815 $34.1M
9 River Road Asset Management, LLC 0.97% 956,420 $86.0M
10 Denali Advisors LLC 0.97% 96,800 $8.7M
11 Brandes Investment Partners, LP 0.80% 1,252,284 $112.6M
12 VELA Investment Management, LLC 0.52% 25,163 $2.3M
13 Gamco Investors, INC. Et Al 0.51% 573,891 $51.6M
14 Watershed Asset Management, L.L.C. 0.46% 4,928 $443K
15 DMC Group, LLC 0.45% 7,332 $659K
16 Significant Wealth Partners LLC 0.43% 3,918 $352K
17 Systematic Financial Management LP 0.43% 208,952 $18.8M
18 Belleair Asset Management, LLC 0.32% 3,858 $347K
19 Caldwell Sutter Capital, INC. 0.30% 8,120 $730K
20 Linden Thomas Advisory Services, LLC 0.25% 28,355 $2.5M
21 Baker Ellis Asset Management LLC 0.24% 22,578 $2.0M
22 Bridgeway Capital Management, LLC 0.24% 131,933 $11.9M
23 Gabelli Funds LLC 0.22% 361,900 $32.5M
24 Polaris Capital Management, LLC 0.20% 26,983 $2.4M
25 Dark Forest Capital Management LP 0.17% 21,018 $1.9M
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 — 3 quarters in a row: For 3 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 — 58% buying: Last quarter: 125 funds bought or added vs 89 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?

Strong quality — 33% AUM from major funds: 40 of 229 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IMKTA?

59% of holders stayed for 2+ years: 136 out of 229 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.

Is it too late to buy Ingles Mkts Inc (IMKTA) following the 2026 Q1 hedge fund 13F filings?

As of today, IMKTA has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the XLP sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), IMKTA has gained -3.1% vs +2.1% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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