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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
101
GAMMA Investing
Foster City,
California
| $827 | +$864 | +47 | New |
|
|
SAM
102
Smartleaf Asset Management
Boston,
Massachusetts
| $724 | – | – | – |
|
|
EWA
103
EverSource Wealth Advisors
Birmingham,
Alabama
| $457 | +$478 | +26 | New |
|
|
RIL
104
Rothschild Investment LLC
Chicago,
Illinois
| $440 | +$184 | +10 | +67% |
|
|
FFA
105
Farther Finance Advisors
San Francisco,
California
| $18 | – | – | – |
|
|
BCM
106
Basswood Capital Management
New York
| – | -$706K | -40,576 | Closed |
|
|
BMCM
107
Black Maple Capital Management
Milwaukee,
Wisconsin
| – | -$532K | -30,576 | Closed |
|
|
108
Squarepoint
New York
| – | -$362K | -20,823 | Closed |
|
109
Jane Street
New York
| – | -$332K | -19,118 | Closed |
|
|
SCM
110
Semanteon Capital Management
Newton,
Massachusetts
| – | -$196K | -11,251 | Closed |
|
111
Group One Trading
Chicago,
Illinois
| – | -$25.7K | -1,400 | Closed |
|
|
AAP
112
Arax Advisory Partners
Denver,
Colorado
| – | -$1.04K | -60 | Closed |
|
|
CPA
113
Capital Performance Advisors
Walnut Creek,
California
| – | -$365 | -21 | Closed |
|
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.