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Carter Bankshares
CARE

Overview Fund Activity

72 hedge funds and large institutions have $98.8M invested in Carter Bankshares in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
72
Holders Change
+2
Holders Change %
+2.86%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HPCM
1
Hunter Perkins Capital Management
Illinois
$5.18M
2
BCM
2
BHZ Capital Management
California
$2.65M
3
BlackRock
3
BlackRock
New York
$18.5M
4
State Street
4
State Street
Massachusetts
$4.24M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$734K

Top Sellers

1
TAM
1
Third Avenue Management
New York
$0
2
BCM
2
Bridgeway Capital Management
Texas
$643K
3
RFC
3
Regions Financial Corp
Alabama
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.88M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$77K 7,210 +3,210 +80%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$74K 6,944 – –
TRCT
53
Tower Research Capital (TRC)
New York
$73K 6,808 -17,502 -72%
Citigroup
54
Citigroup
New York
$50K 4,633 +3,544 +325%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$44K 3,881 +2,399 +162%
CWP
56
Concord Wealth Partners
Virginia
$43K 4,017 +4,017 New
WC
57
Wexford Capital
Florida
$41K 3,805 +3,805 New
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$38K 3,504 +250 +8%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$35K 3,231 +1,101 +52%
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$34K 3,184 +3,184 New
GLLW
61
Graves Light Lenhart Wealth
Virginia
$22K 2,009 +2,009 New
AIP
62
Ameritas Investment Partners
Nebraska
$21K 1,998 – –
Legal & General Group
63
Legal & General Group
United Kingdom
$21K 2,002 – –
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$20K 1,900 +1,900 New
APA
65
American Portfolios Advisors
New York
$13.9K 1,300 – –
GWM
66
Geneos Wealth Management
Colorado
$9K 720 +720 New
SFS
67
Sowell Financial Services
Arkansas
$6K 604 – –
KTC
68
Kistler-Tiffany Companies
Pennsylvania
$4K 376 – –
BCA
69
Berman Capital Advisors
Georgia
$3K 310 +142 +85%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$1K 112 – –
AIG
71
American International Group
New York
$141 13,175 -378 -3%
TAM
72
Third Avenue Management
New York
– – -204,747 Closed
RFC
73
Regions Financial Corp
Alabama
– – -96,000 Closed
TI
74
Trexquant Investment
Connecticut
– – -39,539 Closed
Ameriprise
75
Ameriprise
Minnesota
– – -38,642 Closed
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