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Carter Bankshares

80 hedge funds and large institutions have $118M invested in Carter Bankshares in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
39
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
51
Wells Fargo
California
$223K -$69.7K -5,586 -24%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$217K +$28.5K +2,283 +15%
TI
53
Trexquant Investment
Connecticut
$217K +$217K +17,319 New
ECM
54
ExodusPoint Capital Management
New York
$207K +$207K +16,533 New
Deutsche Bank
55
Deutsche Bank
Germany
$199K +$8.38K +672 +4%
LPL Financial
56
LPL Financial
California
$187K -$33.8K -2,710 -15%
PIFP
57
Partners in Financial Planning
Virginia
$186K +$186K +14,885 New
First Trust Advisors
58
First Trust Advisors
Illinois
$172K +$11.1K +885 +7%
PP
59
PDT Partners
New York
$154K +$26.2K +2,091 +20%
Squarepoint
60
Squarepoint
New York
$147K +$147K +11,768 New
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$145K -$410K -32,734 -74%
HWA
62
Heritage Wealth Advisors
Virginia
$109K
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$87K
UBS Group
64
UBS Group
Switzerland
$85K +$2.87K +229 +3%
CWP
65
Concord Wealth Partners
Virginia
$69K +$18.8K +1,500 +37%
TRCT
66
Tower Research Capital (TRC)
New York
$66K +$50.8K +4,055 +335%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$50K +$2.49K +200 +5%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$36K -$6.03K -475 -14%
Legal & General Group
69
Legal & General Group
United Kingdom
$25K
AIP
70
Ameritas Investment Partners
Nebraska
$25K
GLLW
71
Graves Light Lenhart Wealth
Virginia
$25K
Citigroup
72
Citigroup
New York
$17K -$3.34K -268 -16%
APA
73
American Portfolios Advisors
New York
$16.3K
GWM
74
Geneos Wealth Management
Colorado
$9K
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$5K