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Carter Bankshares
CARE

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+13
Holders Change %
+13.98%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
21
Increased
42
Reduced
24
Closed
8
Calls
$345K
Puts
–
Net Calls
+$345K
Net Calls Change
-$431K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$9.69M
2
MCM
2
Maltese Capital Management
New York
$3.54M
3
UBS Group
3
UBS Group
Switzerland
$2.38M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$1.34M
5
KCM
5
Kennedy Capital Management
Missouri
$5.71M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$3.83M
2
BCM
2
Basswood Capital Management
New York
$0
3
BMCM
3
Black Maple Capital Management
Wisconsin
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.5M
5
Squarepoint
5
Squarepoint
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFSRSONJ
76
Police & Firemen's Retirement System of New Jersey
New Jersey
$96.3K +$96.3K +5,477 New
Simplex Trading
77
Simplex Trading
Illinois
$89K -$25.1K -1,430 -22%
SL
78
Salomon & Ludwin
Virginia
$76.8K – – –
GRP
79
Global Retirement Partners
California
$76.6K +$76.6K +4,357 New
SIC
80
Salem Investment Counselors
North Carolina
$55.4K -$39.6K -2,250 -42%
Legal & General Group
81
Legal & General Group
United Kingdom
$36K – – –
AIP
82
Ameritas Investment Partners
Nebraska
$35.1K – – –
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$29.1K – – –
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$25.3K – – –
Osaic Holdings
85
Osaic Holdings
Arizona
$23.1K +$211 +12 +0.9%
LFG
86
Larson Financial Group
Missouri
$21.8K – – –
TRCT
87
Tower Research Capital (TRC)
New York
$19.9K -$11K -624 -36%
GWM
88
Geneos Wealth Management
Colorado
$19.2K – – –
PD
89
Point72 (DIFC)
United Arab Emirates
$17.6K +$17.6K +998 New
AB
90
Amalgamated Bank
New York
$16K – – –
VCM
91
Versant Capital Management
Arizona
$13.1K +$13.1K +742 New
SCM
92
Sterling Capital Management
North Carolina
$12.9K +$11.4K +647 +770%
Nisa Investment Advisors
93
Nisa Investment Advisors
Missouri
$12.3K – – –
PAS
94
Point72 Asia (Singapore)
Singapore
$12.2K +$12.2K +695 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$6K +$540 +29 +10%
FFO
96
Fortitude Family Office
Arizona
$5.37K +$809 +46 +18%
HCA
97
Harbor Capital Advisors
Illinois
$4K -$48 -3 -1%
AF
98
Allworth Financial
California
$1.28K +$1.28K +73 New
WA
99
WPG Advisers
Maryland
$1.27K +$1.27K +72 New
US Bancorp
100
US Bancorp
Minnesota
$1.14K – – –
1 2 3
4
5