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Carter Bankshares
CARE

32 hedge funds and large institutions have $81.7M invested in Carter Bankshares in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

16.16% more ownership

Funds ownership: 0% → 16.16% (+16%)

Holders
32
Holders Change
+32
Holders Change %
–
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$33.4M
2
MFP
Michael F. Price
+$17M
3
TAM
Third Avenue Management
New York
+$6.42M
4
LBS
Lawrence B. Seidman
+$5.44M
5
CRC
Curi RMB Capital
Illinois
+$4.86M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$33.7M +$33.4M +1,757,857 New
MFP
2
Michael F. Price
$17.1M +$17M +891,327 New
TAM
3
Third Avenue Management
New York
$6.66M +$6.42M +337,575 New
LBS
4
Lawrence B. Seidman
$5.49M +$5.44M +285,832 New
CRC
5
Curi RMB Capital
Illinois
$4.91M +$4.86M +255,675 New
Stifel Financial
6
Stifel Financial
Missouri
$2.15M +$2.13M +111,773 New
MCM
7
Maltese Capital Management
New York
$1.93M +$1.91M +100,455 New
PAIM
8
Punch & Associates Investment Management
Minnesota
$1.8M +$1.78M +93,809 New
BFC
9
Banc Funds Company
Illinois
$1.27M +$1.26M +66,406 New
SV
10
Stilwell Value
New York
$1.19M +$1.17M +61,762 New
PC
11
Permanens Capital
New York
$950K +$941K +49,500 New
HCM
12
Huber Capital Management
California
$743K +$736K +38,717 New
First Manhattan
13
First Manhattan
New York
$528K +$524K +27,532 New
SM
14
Salzhauer Michael
$514K +$593K +31,200 New
MI
15
M3F Inc
Utah
$422K +$418K +22,000 New
MCA
16
Mendon Capital Advisors
Florida
$404K +$401K +21,070 New
EM
17
ELCO Management
New York
$399K +$395K +20,775 New
Millennium Management
18
Millennium Management
New York
$391K +$388K +20,381 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$260K +$259K +13,599 New
SB
20
Suntrust Banks
Georgia
$224K +$222K +11,675 New
Wells Fargo
21
Wells Fargo
California
$169K +$167K +8,794 New
Bank of America
22
Bank of America
North Carolina
$134K +$133K +6,986 New
Morgan Stanley
23
Morgan Stanley
New York
$119K +$118K +6,212 New
UBS Group
24
UBS Group
Switzerland
$115K +$114K +6,000 New
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$28K +$27.8K +1,462 New
1
2

CARE Hedge Fund Activity: Q1 2019 in Review

32 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q1 2019, worth a combined $81.7M.

Buyers outnumbered sellers: 32 funds opened new CARE positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $33.4M.

  • 32 institutional investors held Carter Bankshares (CARE) as of Q1 2019, up from 0 in Q4 2018.
  • Funds reported $81.7M of Carter Bankshares stock for Q1 2019.
  • 32 funds opened new Carter Bankshares positions in Q1 2019 and 0 closed out, a net change of +32 holders.
  • The largest Carter Bankshares buyer in Q1 2019 was FJ Capital Management, an estimated $33.4M added.

Based on aggregated 13F filings for Q1 2019.