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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
KWM
51
Kingsview Wealth Management
Oregon
$749K -$20.9K -1,000 -3%
Two Sigma Investments
52
Two Sigma Investments
New York
$707K +$125K +5,994 +25%
Invesco
53
Invesco
Georgia
$705K +$31.8K +1,526 +5%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$675K -$18.9K -906 -3%
CCIA
55
Campbell & Co Investment Adviser
Maryland
$600K +$264K +12,675 +97%
RYA
56
Richard Young Associates
Georgia
$588K -$30.6K -1,467 -5%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$545K -$402K -19,242 -45%
AllianceBernstein
58
AllianceBernstein
Tennessee
$504K +$44.4K +2,128 +9%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$475K +$1.23K +59 +0.3%
Deutsche Bank
60
Deutsche Bank
Germany
$442K +$64.1K +3,071 +19%
Franklin Resources
61
Franklin Resources
California
$424K
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$357K +$31.2K +1,493 +11%
RPGK
63
Retirement Planning Group (Kansas)
Kansas
$351K +$314K +15,044 New
Truist Financial
64
Truist Financial
North Carolina
$320K -$1.17K -56 -0.4%
LPL Financial
65
LPL Financial
California
$300K -$148K -7,100 -36%
PIFP
66
Partners in Financial Planning
Virginia
$292K -$7.14K -342 -3%
Arrowstreet Capital
67
Arrowstreet Capital
Massachusetts
$271K -$734K -35,194 -75%
MIM
68
MetLife Investment Management
New Jersey
$265K
Renaissance Technologies
69
Renaissance Technologies
New York
$257K -$536K -25,700 -70%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$252K +$226K +10,821 New
Los Angeles Capital Management
71
Los Angeles Capital Management
California
$249K -$20.8K -997 -9%
Mirae Asset Global ETFs Holdings
72
Mirae Asset Global ETFs Holdings
Hong Kong
$239K -$4.42K -212 -2%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$238K +$213K +10,219 New
JP Morgan Chase
74
JP Morgan Chase
New York
$218K -$611K -29,258 -76%
VGA
75
Vanguard Global Advisers
Pennsylvania
$203K +$182K +8,704 New