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Carter Bankshares
CARE

Overview Fund Activity

93 hedge funds and large institutions have $181M invested in Carter Bankshares in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
36
Reduced
25
Closed
7
Calls
$809K
Puts
$33K
Net Calls
+$776K
Net Calls Change
+$770K

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$4.41M
2
FL
2
Fourthstone LLC
Missouri
$4.77M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$2.77M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.03M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$16.8M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$15.6M
2
Invesco
2
Invesco
Georgia
$652K
3
EC
3
EJF Capital
Virginia
$3.13M
4
Millennium Management
4
Millennium Management
New York
$758K
5
MCA
5
Mendon Capital Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$1.11M -$31.4K -1,807 -3%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$1.08M +$712K +40,962 +196%
First Manhattan
28
First Manhattan
New York
$1.04M – – –
Ameriprise
29
Ameriprise
Minnesota
$980K +$419K +24,100 +75%
Two Sigma Investments
30
Two Sigma Investments
New York
$963K +$105K +6,014 +12%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$923K -$71.3K -4,100 -7%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$847K +$220K +12,657 +35%
Stifel Financial
33
Stifel Financial
Missouri
$784K +$291K +16,706 +59%
TI
34
Trexquant Investment
Connecticut
$771K -$368K -21,171 -32%
Millennium Management
35
Millennium Management
New York
$758K -$575K -33,037 -43%
PAM
36
Panagora Asset Management
Massachusetts
$753K -$21.9K -1,262 -3%
BCM
37
Basswood Capital Management
New York
$706K +$706K +40,576 New
Invesco
38
Invesco
Georgia
$652K -$606K -34,852 -48%
SO
39
STRS Ohio
Ohio
$563K -$134K -7,700 -19%
Los Angeles Capital Management
40
Los Angeles Capital Management
California
$545K -$67.8K -3,900 -11%
BMCM
41
Black Maple Capital Management
Wisconsin
$532K +$47.9K +2,753 +10%
Barclays
42
Barclays
United Kingdom
$519K +$374K +21,457 +257%
LPL Financial
43
LPL Financial
California
$480K -$109K -6,250 -18%
Wells Fargo
44
Wells Fargo
California
$448K +$7.81K +449 +2%
Bank of America
45
Bank of America
North Carolina
$403K +$11.3K +652 +3%
XT
46
XTX Topco
Cayman Islands
$391K +$116K +6,676 +42%
EMFAT
47
Emerald Mutual Fund Advisers Trust
Pennsylvania
$384K – – –
Squarepoint
48
Squarepoint
New York
$362K -$232K -13,368 -39%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$340K – – –
Jane Street
50
Jane Street
New York
$332K -$160K -9,176 -32%
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