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Carter Bankshares
CARE

Overview Fund Activity

93 hedge funds and large institutions have $181M invested in Carter Bankshares in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
36
Reduced
25
Closed
7
Calls
$809K
Puts
$33K
Net Calls
+$776K
Net Calls Change
+$770K

Top Buyers

1
KCM
1
Kennedy Capital Management
Missouri
$4.41M
2
FL
2
Fourthstone LLC
Missouri
$4.77M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$2.77M
4
Goldman Sachs
4
Goldman Sachs
New York
$4.03M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$16.8M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$15.6M
2
Invesco
2
Invesco
Georgia
$652K
3
EC
3
EJF Capital
Virginia
$3.13M
4
Millennium Management
4
Millennium Management
New York
$758K
5
MCA
5
Mendon Capital Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$307K +$203K +11,675 +195%
Truist Financial
52
Truist Financial
North Carolina
$304K -$5.11K -294 -2%
Connor, Clark & Lunn Investment Management (CC&L)
53
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$279K +$279K +16,028 New
PIFP
54
Partners in Financial Planning
Virginia
$272K -$32.9K -1,890 -11%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$264K +$264K +15,162 New
First Trust Advisors
56
First Trust Advisors
Illinois
$243K +$243K +13,959 New
SC
57
Savant Capital
Illinois
$242K +$11.4K +658 +5%
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$218K +$20.3K +1,169 +10%
CF
59
Corebridge Financial
Texas
$212K -$1.32K -76 -0.6%
MIM
60
MetLife Investment Management
New Jersey
$208K -$25.1K -1,441 -11%
SCM
61
Semanteon Capital Management
Massachusetts
$196K +$196K +11,251 New
UBS Group
62
UBS Group
Switzerland
$187K +$65.3K +3,754 +54%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$155K – – –
Deutsche Bank
64
Deutsche Bank
Germany
$146K -$117K -6,700 -44%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$138K +$1.7K +98 +1%
SG Americas Securities
66
SG Americas Securities
New York
$138K +$138K +7,959 New
Simplex Trading
67
Simplex Trading
Illinois
$112K +$102K +5,923 +1,041%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$109K +$417 +24 +0.4%
SIC
69
Salem Investment Counselors
North Carolina
$93.9K – – –
SL
70
Salomon & Ludwin
Virginia
$75.9K – – –
Legal & General Group
71
Legal & General Group
United Kingdom
$35.6K – – –
AIP
72
Ameritas Investment Partners
Nebraska
$34.7K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$30.5K -$20.2K -1,162 -40%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$28.7K – – –
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$25.9K +$25.9K +1,490 New
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