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Carter Bankshares

85 hedge funds and large institutions have $148M invested in Carter Bankshares in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
35
Reduced
19
Closed
13
Calls
$8K
Puts
$2K
Net Calls
+$6K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
26
Charles Schwab
California
$992K +$89.1K +5,894 +10%
TI
27
Trexquant Investment
Connecticut
$991K +$482K +31,879 +95%
First Manhattan
28
First Manhattan
New York
$907K
Two Sigma Advisers
29
Two Sigma Advisers
New York
$865K +$266K +17,600 +44%
Two Sigma Investments
30
Two Sigma Investments
New York
$746K +$594K +39,305 +391%
PAM
31
Panagora Asset Management
Massachusetts
$674K -$11.4K -757 -2%
SO
32
STRS Ohio
Ohio
$606K +$49.9K +3,300 +9%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$545K -$6.14K -406 -1%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$533K +$97.5K +6,450 +22%
Squarepoint
35
Squarepoint
New York
$517K +$517K +34,191 New
LPL Financial
36
LPL Financial
California
$512K -$29.5K -1,948 -5%
Ameriprise
37
Ameriprise
Minnesota
$488K
KCM
38
Kennedy Capital Management
Missouri
$468K +$468K +30,972 New
MCA
39
Mendon Capital Advisors
Florida
$454K +$454K +30,000 New
Stifel Financial
40
Stifel Financial
Missouri
$429K +$9.07K +600 +2%
Jane Street
41
Jane Street
New York
$428K +$428K +28,294 New
BMCM
42
Black Maple Capital Management
Wisconsin
$421K +$70.6K +4,669 +20%
Wells Fargo
43
Wells Fargo
California
$383K -$26.5K -1,753 -6%
Bank of America
44
Bank of America
North Carolina
$341K -$184K -12,173 -35%
EMFAT
45
Emerald Mutual Fund Advisers Trust
Pennsylvania
$334K
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$316K -$376K -24,863 -54%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$296K +$7.56K +500 +3%
Truist Financial
48
Truist Financial
North Carolina
$269K +$81.6K +5,394 +44%
PIFP
49
Partners in Financial Planning
Virginia
$265K
TIA
50
Tandem Investment Advisors
South Carolina
$257K -$52.9K -3,500 -17%