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Carter Bankshares

85 hedge funds and large institutions have $148M invested in Carter Bankshares in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
35
Reduced
19
Closed
13
Calls
$8K
Puts
$2K
Net Calls
+$6K
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AB
76
Amalgamated Bank
New York
$13K
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$10.6K +$10.6K +700 New
Simplex Trading
78
Simplex Trading
Illinois
$8K +$8K +569 New
FFO
79
Fortitude Family Office
Arizona
$3.92K -$1.33K -88 -25%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.34K +177 +354%
IC
81
Innealta Capital
Texas
$1.36K +$1.36K +90 New
C
82
Covestor
United Kingdom
$1K -$571 -40 -36%
AAP
83
Arax Advisory Partners
Colorado
$908 +$908 +60 New
RIL
84
Rothschild Investment LLC
Illinois
$151 +$151 +10 New
FFA
85
Farther Finance Advisors
California
$15
RFC
86
Regions Financial Corp
Alabama
-$822K -65,000 Closed
EGM
87
Engineers Gate Manager
New York
-$144K -11,427 Closed
First Trust Advisors
88
First Trust Advisors
Illinois
-$142K -11,257 Closed
AIG
89
American International Group
New York
-$141K -11,186 Closed
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
-$149K -10,520 Closed
SG Americas Securities
91
SG Americas Securities
New York
-$101K -8,010 Closed
NC
92
nVerses Capital
Florida
-$29.1K -2,300 Closed
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
-$15.8K -1,248 Closed
AAG
94
Accordant Advisory Group
Maryland
-$2.04K -161 Closed
MPWT
95
MassMutual Private Wealth & Trust
Connecticut
-$1.13K -89 Closed
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
-$531 -42 Closed
VCM
97
Versant Capital Management
Arizona
-$430 -34 Closed
AWM
98
Avior Wealth Management
Nebraska
-$75 -6 Closed