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Carter Bankshares
CARE

Overview Fund Activity

90 hedge funds and large institutions have $131M invested in Carter Bankshares in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+2
Holders Change %
+2.27%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
32
Reduced
33
Closed
5
Calls
$13K
Puts
$22K
Net Calls
-$9K
Net Calls Change
+$1K

Top Buyers

1
BCM
BHZ Capital Management
California
$1.22M
2
American Century Companies
American Century Companies
Missouri
$2.31M
3
HCM
Huber Capital Management
California
$6.16M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$6.41M
5
KCM
Kennedy Capital Management
Missouri
$1.06M

Top Sellers

1
Invesco
Invesco
Georgia
$532K
2
AllianceBernstein
AllianceBernstein
Tennessee
$18.7M
3
Citadel Advisors
Citadel Advisors
Florida
$1.09M
4
BlackRock
BlackRock
New York
$23M
5
SCP
Seizert Capital Partners
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$325K +$39.9K +2,849 +14%
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$312K +$213K +15,215 +215%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$268K -$24.4K -1,744 -8%
WAM
54
Watershed Asset Management
California
$246K +$54.5K +3,896 +29%
Ameriprise
55
Ameriprise
Minnesota
$244K +$80.2K +5,728 +49%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$227K – – –
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$222K +$222K +15,860 New
Deutsche Bank
58
Deutsche Bank
Germany
$212K +$52.4K +3,740 +33%
Truist Financial
59
Truist Financial
North Carolina
$202K – – –
ZIM
60
Zacks Investment Management
Illinois
$199K – – –
TI
61
Trexquant Investment
Connecticut
$197K +$197K +14,075 New
MIM
62
MetLife Investment Management
New Jersey
$183K +$18.8K +1,343 +11%
HF
63
HRT Financial
New York
$172K +$172K +12,319 New
Barclays
64
Barclays
United Kingdom
$169K +$79.2K +5,644 +88%
AIG
65
American International Group
New York
$161K +$3.21K +229 +2%
SC
66
Savant Capital
Illinois
$160K +$6.3K +450 +4%
EGM
67
Engineers Gate Manager
New York
$149K -$17K -1,215 -10%
TRCT
68
Tower Research Capital (TRC)
New York
$149K +$113K +8,072 +316%
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$147K – – –
JF
70
Jump Financial
Illinois
$146K -$34.6K -2,472 -19%
UBS Group
71
UBS Group
Switzerland
$128K +$36K +2,572 +39%
SG Americas Securities
72
SG Americas Securities
New York
$127K +$14.4K +1,029 +13%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$124K -$9.16K -654 -7%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$86.9K +$17.1K +1,223 +25%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$79K – – –
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