Carter Bankshares
CARE
106 hedge funds and large institutions have $193M invested in Carter Bankshares in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 24
14% more funds holding
Funds holding: 93 → 106 (+13)
7% more capital invested
Capital invested by funds: $181M → $193M (+$12M)
2.44% more ownership
Funds ownership: 45.23% → 47.66% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$5.08M |
| 2 |
MCM
Maltese Capital Management
New York
|
+$3.69M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.29M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.38M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$12.5M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$706K |
| 3 |
BMCM
Black Maple Capital Management
Milwaukee,
Wisconsin
|
-$532K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$518K |
| 5 |
Squarepoint
New York
|
-$362K |
CARE Hedge Fund Activity: Q4 2024 in Review
106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q4 2024, worth a combined $193M — up 6.6% from $181M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CARE positions and 8 closed out — a net gain of 13 holders — while 42 added to existing stakes and 24 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $5.08M. The largest seller was AllianceBernstein, cutting an estimated $12.5M.
- 106 institutional investors held Carter Bankshares (CARE) as of Q4 2024, up from 93 in Q3 2024.
- Funds reported $193M of Carter Bankshares stock for Q4 2024, up 6.6% quarter-over-quarter.
- 21 funds opened new Carter Bankshares positions in Q4 2024 and 8 closed out, a net change of +13 holders.
- The largest Carter Bankshares buyer in Q4 2024 was Fourthstone LLC, an estimated $5.08M added.
- The largest Carter Bankshares seller in Q4 2024 was AllianceBernstein, an estimated $12.5M sold.
Based on aggregated 13F filings for Q4 2024.