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

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$15.6M
2
Invesco
Invesco
Georgia
$652K
3
EC
EJF Capital
Virginia
$3.13M
4
Millennium Management
Millennium Management
New York
$758K
5
MCA
Mendon Capital Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
76
Acadian Asset Management
Massachusetts
$25K +$25K +1,482 New
Group One Trading
77
Group One Trading
Illinois
$24.3K +$24.3K +1,400 New
Osaic Holdings
78
Osaic Holdings
Arizona
$22.6K -$209 -12 -0.9%
LFG
79
Larson Financial Group
Missouri
$21.5K – – –
GWM
80
Geneos Wealth Management
Colorado
$19K – – –
AB
81
Amalgamated Bank
New York
$16K – – –
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$12.2K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.13K +66 +29%
FFO
84
Fortitude Family Office
Arizona
$4.5K – – –
HCA
85
Harbor Capital Advisors
Illinois
$4K +$4K +254 New
SCM
86
Sterling Capital Management
North Carolina
$1.46K +$1.46K +84 New
US Bancorp
87
US Bancorp
Minnesota
$1.13K +$1.13K +65 New
AAP
88
Arax Advisory Partners
Colorado
$1.04K – – –
SAM
89
Smartleaf Asset Management
Massachusetts
$706 +$706 +41 New
CPA
90
Capital Performance Advisors
California
$365 +$365 +21 New
RIL
91
Rothschild Investment LLC
Illinois
$261 +$87 +5 +50%
FFA
92
Farther Finance Advisors
California
$17 – – –
MCA
93
Mendon Capital Advisors
Florida
– -$454K -30,000 Closed
TIA
94
Tandem Investment Advisors
South Carolina
– -$257K -17,000 Closed
MCM
95
Maltese Capital Management
New York
– -$230K -15,200 Closed
FIA
96
FNY Investment Advisers
New York
– -$120K -8,000 Closed
CWP
97
Concord Wealth Partners
Virginia
– -$56.9K -3,765 Closed
Qube Research & Technologies (QRT)
98
Qube Research & Technologies (QRT)
United Kingdom
– -$17.1K -1,132 Closed
IC
99
Innealta Capital
Texas
– -$1.36K -90 Closed
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