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Carter Bankshares
CARE

Overview Fund Activity

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
Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.34%
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

1
Russell Investments Group
Russell Investments Group
United Kingdom
$1.65M
2
TIA
Tandem Investment Advisors
South Carolina
$1.4M
3
BCM
Basswood Capital Management
New York
$1.21M
4
RFC
Regions Financial Corp
Alabama
$1.19M
5
BlackRock
BlackRock
New York
$25.2M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.45M
2
Wells Fargo
Wells Fargo
California
$327K
3
AllianceBernstein
AllianceBernstein
Tennessee
$22.5M
4
BCM
BHZ Capital Management
California
$3M
5
Northern Trust
Northern Trust
Illinois
$3.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
51
Two Sigma Investments
New York
$188K +$188K +13,500 New
Two Sigma Advisers
52
Two Sigma Advisers
New York
$184K -$43.2K -3,100 -19%
First Trust Advisors
53
First Trust Advisors
Illinois
$179K +$34.2K +2,454 +24%
PP
54
PDT Partners
New York
$143K -$12.5K -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 -$9.25K -665 -9%
Morgan Stanley
58
Morgan Stanley
New York
$78K -$214K -15,258 -73%
CWP
59
Concord Wealth Partners
Virginia
$56K – – –
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$53K +$4.44K +320 +9%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$46K +$1.13K +81 +3%
Legal & General Group
62
Legal & General Group
United Kingdom
$28K – – –
AIP
63
Ameritas Investment Partners
Nebraska
$28K – – –
GLLW
64
Graves Light Lenhart Wealth
Virginia
$28K – – –
Citigroup
65
Citigroup
New York
$23K -$42.3K -3,002 -65%
APA
66
American Portfolios Advisors
New York
$18.1K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$17K -$78.5K -5,596 -82%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$14K -$40.1K -2,877 -74%
SFS
69
Sowell Financial Services
Arkansas
$11K +$2.74K +200 +33%
GWM
70
Geneos Wealth Management
Colorado
$9K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$6.09K +$6.09K +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 – +35 +0.3%
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