Carter Bankshares
CARE
87 hedge funds and large institutions have $147M invested in Carter Bankshares in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 24
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1% more capital invested
Capital invested by funds: $145M → $147M (+$2.05M)
0.13% more ownership
Funds ownership: 36.66% → 36.8% (+0.13%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 89 → 87 (-2)
59% less call options, than puts
Call options by funds: $7K | Put options by funds: $17K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.46M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.3M |
| 3 |
BlackRock
New York
|
+$1.26M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$1.17M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$877K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$2.62M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$492K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$379K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$293K |
| 5 |
QC
Quadrature Capital
London,
United Kingdom
|
-$278K |
CARE Hedge Fund Activity: Q4 2022 in Review
87 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q4 2022, worth a combined $147M — up 1.4% from $145M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CARE positions and 6 closed out — a net gain of 1 holder — while 36 added to existing stakes and 24 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.46M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $2.62M sold.
- 87 institutional investors held Carter Bankshares (CARE) as of Q4 2022, down from 89 in Q3 2022.
- Funds reported $147M of Carter Bankshares stock for Q4 2022, up 1.4% quarter-over-quarter.
- 7 funds opened new Carter Bankshares positions in Q4 2022 and 6 closed out, a net change of +1 holder.
- The largest Carter Bankshares buyer in Q4 2022 was Citadel Advisors, an estimated $1.46M added.
- The largest Carter Bankshares seller in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $2.62M sold.
Based on aggregated 13F filings for Q4 2022.