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Carter Bankshares
CARE

76 hedge funds and large institutions have $126M invested in Carter Bankshares in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

27% more capital invested

Capital invested by funds: $98.8M → $126M (+$26.7M)

6% more funds holding

Funds holding: 72 → 76 (+4)

0.82% more ownership

Funds ownership: 33.34% → 34.15% (+0.82%)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.44M
2
TIA
Tandem Investment Advisors
South Carolina
+$1.21M
3
BCM
Basswood Capital Management
New York
+$1.05M
4
RFC
Regions Financial Corp
Alabama
+$1.03M
5
BlackRock
BlackRock
New York
+$891K

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$864K
2
Wells Fargo
Wells Fargo
California
-$520K
3
AllianceBernstein
AllianceBernstein
Tennessee
-$501K
4
BCM
BHZ Capital Management
California
-$390K
5
IA
IndexIQ Advisors
New York
-$245K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$188K +$164K +13,500 New
Two Sigma Advisers
52
Two Sigma Advisers
New York
$184K -$37.6K -3,100 -19%
First Trust Advisors
53
First Trust Advisors
Illinois
$179K +$29.8K +2,454 +24%
PP
54
PDT Partners
New York
$143K -$10.8K -891 -8%
HWA
55
Heritage Wealth Advisors
Virginia
$121K – – –
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$97K – – –
UBS Group
57
UBS Group
Switzerland
$91K -$8.07K -665 -9%
Morgan Stanley
58
Morgan Stanley
New York
$78K -$185K -15,258 -73%
CWP
59
Concord Wealth Partners
Virginia
$56K – – –
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$53K +$3.88K +320 +9%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$46K +$983 +81 +3%
AIP
62
Ameritas Investment Partners
Nebraska
$28K – – –
GLLW
63
Graves Light Lenhart Wealth
Virginia
$28K – – –
Legal & General Group
64
Legal & General Group
United Kingdom
$28K – – –
Citigroup
65
Citigroup
New York
$23K -$36.4K -3,002 -65%
APA
66
American Portfolios Advisors
New York
$18.1K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$17K -$67.9K -5,596 -82%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$14K -$34.9K -2,877 -74%
SFS
69
Sowell Financial Services
Arkansas
$11K +$2.43K +200 +33%
GWM
70
Geneos Wealth Management
Colorado
$9K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$6.09K +$5.29K +436 New
KTC
72
Kistler-Tiffany Companies
Pennsylvania
$5K – – –
BCA
73
Berman Capital Advisors
Georgia
$4K – – –
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$2K – – –
AIG
75
American International Group
New York
$184 +$425 +35 +0.3%
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3
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CARE Hedge Fund Activity: Q1 2021 in Review

76 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q1 2021, worth a combined $126M — up 27% from $98.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CARE positions and 7 closed out — a net gain of 5 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $1.44M. The largest seller was Acadian Asset Management, cutting an estimated $864K.

  • 76 institutional investors held Carter Bankshares (CARE) as of Q1 2021, up from 72 in Q4 2020.
  • Funds reported $126M of Carter Bankshares stock for Q1 2021, up 27% quarter-over-quarter.
  • 12 funds opened new Carter Bankshares positions in Q1 2021 and 7 closed out, a net change of +5 holders.
  • The largest Carter Bankshares buyer in Q1 2021 was Russell Investments Group, an estimated $1.44M added.
  • The largest Carter Bankshares seller in Q1 2021 was Acadian Asset Management, an estimated $864K sold.

Based on aggregated 13F filings for Q1 2021.