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Carter Bankshares

125 hedge funds and large institutions have $296M invested in Carter Bankshares in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

29% more capital invested

Capital invested by funds: $229M → $296M (+$66.6M)

20% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 40

4.47% more ownership

Funds ownership: 52.77%57.23% (+4.5%)

3% more funds holding

Funds holding: 121125 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
48
Reduced
40
Closed
10
Calls
$268K
Puts
Net Calls
+$268K
Net Calls Change
-$703K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$38.9M -$211K -10,128 -0.6%
FL
2
Fourthstone LLC
Missouri
$35M +$5.54M +265,726 +21%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$27.4M +$1.09M +52,195 +5%
VCM
4
Vanguard Capital Management
Pennsylvania
$23M +$20.6M +984,983 New
American Century Companies
5
American Century Companies
Missouri
$12.6M +$1.4M +67,079 +14%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$12M +$160K +7,653 +2%
State Street
7
State Street
Massachusetts
$11.6M -$385K -18,439 -4%
KCM
8
Kennedy Capital Management
Missouri
$10.5M +$174K +8,336 +2%
PU
9
Petiole USA
New York
$8.89M -$115K -5,500 -1%
Goldman Sachs
10
Goldman Sachs
New York
$8.31M +$1.17M +55,835 +19%
MCM
11
Maltese Capital Management
New York
$7.67M -$1.4M -66,912 -17%
BCM
12
Basswood Capital Management
New York
$5.31M +$4.75M +227,715 New
HCM
13
Huber Capital Management
California
$4.44M -$10.4K -500 -0.3%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$4.42M -$37.8K -1,810 -0.9%
Northern Trust
15
Northern Trust
Illinois
$4.09M +$87.1K +4,176 +2%
VPM
16
Vanguard Portfolio Management
Pennsylvania
$3.82M +$3.42M +163,876 New
AG
17
Algert Global
California
$3.66M +$3.27M +156,780 New
VFT
18
Vanguard Fiduciary Trust
Pennsylvania
$3.44M +$3.08M +147,475 New
Squarepoint
19
Squarepoint
New York
$3.17M +$959K +45,970 +51%
Citadel Advisors
20
Citadel Advisors
Florida
$3.16M +$1.93M +92,325 +213%
BCM
21
Bridgeway Capital Management
Texas
$3.14M +$171K +8,192 +6%
DT
22
Diversified Trust
Tennessee
$3.07M +$2.09K +100 +0.1%
TI
23
Trexquant Investment
Connecticut
$2.98M +$1.41M +67,796 +113%
Millennium Management
24
Millennium Management
New York
$2.89M +$2.36M +112,867 +1,013%
Morgan Stanley
25
Morgan Stanley
New York
$2.79M -$133K -6,370 -5%