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Carter Bankshares
CARE

Overview Fund Activity

83 hedge funds and large institutions have $122M invested in Carter Bankshares in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
17
Reduced
36
Closed
10
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$5K

Top Buyers

1
FL
Fourthstone LLC
Missouri
$10M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$10.3M
3
American Century Companies
American Century Companies
Missouri
$3.95M
4
Invesco
Invesco
Georgia
$881K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$313K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.31M
2
BlackRock
BlackRock
New York
$20.8M
3
Franklin Resources
Franklin Resources
California
$0
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
26
STRS Ohio
Ohio
$465K -$29.1K -2,300 -6%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$461K -$332K -26,240 -42%
LPL Financial
28
LPL Financial
California
$453K +$17.7K +1,402 +4%
Bank of America
29
Bank of America
North Carolina
$439K +$14.8K +1,172 +3%
TI
30
Trexquant Investment
Connecticut
$425K -$125K -9,903 -23%
Ameriprise
31
Ameriprise
Minnesota
$408K -$52.4K -4,147 -11%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$399K -$339K -26,870 -46%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$364K – – –
Stifel Financial
34
Stifel Financial
Missouri
$351K – – –
Wells Fargo
35
Wells Fargo
California
$342K +$50.9K +4,029 +17%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$313K +$313K +24,785 New
UBS Group
37
UBS Group
Switzerland
$295K -$21.8K -1,728 -7%
BMCM
38
Black Maple Capital Management
Wisconsin
$293K +$293K +23,154 New
Goldman Sachs
39
Goldman Sachs
New York
$292K -$145K -11,484 -33%
EMFAT
40
Emerald Mutual Fund Advisers Trust
Pennsylvania
$279K +$279K +22,070 New
TIA
41
Tandem Investment Advisors
South Carolina
$259K -$56.9K -4,500 -18%
Citadel Advisors
42
Citadel Advisors
Florida
$251K +$251K +19,862 New
CAN
43
Cetera Advisor Networks
California
$241K – – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$241K +$241K +19,073 New
PIFP
45
Partners in Financial Planning
Virginia
$222K -$60.1K -4,757 -21%
Deutsche Bank
46
Deutsche Bank
Germany
$197K +$17.6K +1,392 +10%
Barclays
47
Barclays
United Kingdom
$196K -$195K -15,494 -50%
Truist Financial
48
Truist Financial
North Carolina
$157K -$43.4K -3,431 -22%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$149K – – –
SC
50
Savant Capital
Illinois
$145K +$493 +39 +0.3%
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