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Carter Bankshares
CARE

106 hedge funds and large institutions have $193M invested in Carter Bankshares in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

14% more funds holding

Funds holding: 93 → 106 (+13)

7% more capital invested

Capital invested by funds: $181M → $193M (+$12M)

2.44% more ownership

Funds ownership: 45.23% → 47.66% (+2.4%)

Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
42
Reduced
24
Closed
8
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
-$431K

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$5.08M
2
MCM
Maltese Capital Management
New York
+$3.69M
3
UBS Group
UBS Group
Switzerland
+$2.29M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.38M
5
KCM
Kennedy Capital Management
Missouri
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$12.5M
2
BCM
Basswood Capital Management
New York
-$706K
3
BMCM
Black Maple Capital Management
Wisconsin
-$532K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$518K
5
Squarepoint
Squarepoint
New York
-$362K
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$1.61M -$261K -14,186 -13%
EF
27
Empowered Funds
Pennsylvania
$1.49M +$75.2K +4,093 +5%
Acadian Asset Management
28
Acadian Asset Management
Massachusetts
$1.34M +$1.38M +74,826 +5,049%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.27M -$351K -19,100 -21%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.24M -$87.6K -4,763 -6%
Charles Schwab
31
Charles Schwab
California
$1.15M +$32.9K +1,790 +3%
MCA
32
Mendon Capital Advisors
Florida
$1.13M +$1.18M +64,117 New
Two Sigma Investments
33
Two Sigma Investments
New York
$1.1M +$131K +7,126 +13%
First Manhattan
34
First Manhattan
New York
$1.06M – – –
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.05M +$118K +6,400 +12%
TI
36
Trexquant Investment
Connecticut
$995K +$224K +12,204 +28%
Ameriprise
37
Ameriprise
Minnesota
$992K – – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$891K +$35K +1,906 +4%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$764K +$503K +27,390 +171%
Stifel Financial
40
Stifel Financial
Missouri
$740K -$55.1K -3,000 -7%
PAM
41
Panagora Asset Management
Massachusetts
$736K -$26.7K -1,453 -3%
Invesco
42
Invesco
Georgia
$671K +$11.8K +643 +2%
KWM
43
Kingsview Wealth Management
Oregon
$635K +$664K +36,099 New
Barclays
44
Barclays
United Kingdom
$603K +$82.5K +4,490 +15%
Bank of America
45
Bank of America
North Carolina
$535K +$134K +7,266 +31%
Wells Fargo
46
Wells Fargo
California
$505K +$53.6K +2,917 +11%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$503K +$526K +28,614 New
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$493K +$515K +28,030 New
Los Angeles Capital Management
49
Los Angeles Capital Management
California
$453K -$103K -5,600 -18%
CSS
50
Cubist Systematic Strategies
Connecticut
$419K +$438K +23,803 New
1
2
3 4 5

CARE Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q4 2024, worth a combined $193M — up 6.6% from $181M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CARE positions and 8 closed out — a net gain of 13 holders — while 42 added to existing stakes and 24 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $5.08M. The largest seller was AllianceBernstein, cutting an estimated $12.5M.

  • 106 institutional investors held Carter Bankshares (CARE) as of Q4 2024, up from 93 in Q3 2024.
  • Funds reported $193M of Carter Bankshares stock for Q4 2024, up 6.6% quarter-over-quarter.
  • 21 funds opened new Carter Bankshares positions in Q4 2024 and 8 closed out, a net change of +13 holders.
  • The largest Carter Bankshares buyer in Q4 2024 was Fourthstone LLC, an estimated $5.08M added.
  • The largest Carter Bankshares seller in Q4 2024 was AllianceBernstein, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2024.