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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
MCA
26
Mendon Capital Advisors
Florida
$2.44M -$265K -12,700 -11%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$2.43M -$2.34K -112 -0.1%
EC
28
EJF Capital
Virginia
$2.3M -$1.3M -62,371 -39%
CRC
29
Curi RMB Capital
Illinois
$2.18M
EF
30
Empowered Funds
Pennsylvania
$2.11M +$1.89M +90,470 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$2.01M -$57.8K -2,770 -3%
SEI Investments
32
SEI Investments
Pennsylvania
$1.87M +$873K +41,836 +109%
First Trust Advisors
33
First Trust Advisors
Illinois
$1.82M -$10.7K -511 -0.7%
Jane Street
34
Jane Street
New York
$1.65M +$1.2M +57,436 +431%
UBS Group
35
UBS Group
Switzerland
$1.59M +$692K +33,171 +95%
OC
36
Oppenheimer & Close
New York
$1.46M
First Manhattan
37
First Manhattan
New York
$1.4M
AQR Capital Management
38
AQR Capital Management
Connecticut
$1.4M +$287K +13,753 +30%
Creative Planning
39
Creative Planning
Kansas
$1.39M +$400K +19,169 +48%
Charles Schwab
40
Charles Schwab
California
$1.34M -$159K -7,629 -12%
Bank of America
41
Bank of America
North Carolina
$1.34M +$542K +25,967 +83%
Stifel Financial
42
Stifel Financial
Missouri
$1.3M
DSC
43
Daytona Street Capital
Missouri
$1.28M +$41.7K +2,000 +4%
Ameriprise
44
Ameriprise
Minnesota
$1.12M
N
45
Nuveen
North Carolina
$1.09M -$13.3K -637 -1%
XT
46
XTX Topco
Cayman Islands
$831K +$744K +35,642 New
QCM
47
Quantinno Capital Management
New York
$828K +$280K +13,439 +61%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$808K +$723K +34,629 New
PAM
49
Panagora Asset Management
Massachusetts
$782K
Wells Fargo
50
Wells Fargo
California
$777K -$126K -6,034 -15%