Carter Bankshares
CARE
80 hedge funds and large institutions have $157M invested in Carter Bankshares in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 11 closing their positions.
5% more capital invested
Capital invested by funds: $150M → $157M (+$7.95M)
0% more funds holding
Funds holding: 80 → 80 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
1.02% less ownership
Funds ownership: 36.77% → 35.74% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.21M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$928K |
| 3 |
Renaissance Technologies
New York
|
+$867K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$698K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$605K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$6.44M |
| 2 |
MCM
Maltese Capital Management
New York
|
-$2.98M |
| 3 |
BCM
BHZ Capital Management
San Jose,
California
|
-$985K |
| 4 |
BlackRock
New York
|
-$808K |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$787K |
CARE Hedge Fund Activity: Q1 2022 in Review
80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q1 2022, worth a combined $157M — up 5.3% from $150M a quarter earlier.
Fund positioning in CARE was balanced in Q1 2022: 11 funds opened new positions, 11 closed out, 26 added to existing stakes and 27 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $1.21M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $6.44M sold.
- 80 institutional investors held Carter Bankshares (CARE) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $157M of Carter Bankshares stock for Q1 2022, up 5.3% quarter-over-quarter.
- 11 funds opened new Carter Bankshares positions in Q1 2022 and 11 closed out, a net change of 0 holders.
- The largest Carter Bankshares buyer in Q1 2022 was Dimensional Fund Advisors, an estimated $1.21M added.
- The largest Carter Bankshares seller in Q1 2022 was Basswood Capital Management, an estimated $6.44M sold.
Based on aggregated 13F filings for Q1 2022.