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Carter Bankshares
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Overview Fund Activity

83 hedge funds and large institutions have $122M invested in Carter Bankshares in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
17
Reduced
36
Closed
10
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$5K

Top Buyers

1
FL
Fourthstone LLC
Missouri
$10M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$10.3M
3
American Century Companies
American Century Companies
Missouri
$3.95M
4
Invesco
Invesco
Georgia
$881K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$313K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.31M
2
BlackRock
BlackRock
New York
$20.8M
3
Franklin Resources
Franklin Resources
California
$0
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$20.8M -$1.08M -85,729 -5%
AllianceBernstein
2
AllianceBernstein
Tennessee
$16.9M -$361K -28,542 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.7M +$219K +17,327 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$10.3M +$907K +71,747 +10%
FL
5
Fourthstone LLC
Missouri
$10M +$3.24M +256,138 +48%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.1M +$3.12K +247 +0.1%
State Street
7
State Street
Massachusetts
$6.01M +$82.7K +6,545 +1%
PU
8
Petiole USA
New York
$5.02M – – –
American Century Companies
9
American Century Companies
Missouri
$3.95M +$726K +57,437 +23%
HCM
10
Huber Capital Management
California
$2.94M -$84.4K -6,674 -3%
Northern Trust
11
Northern Trust
Illinois
$2.53M -$43.6K -3,447 -2%
BCM
12
Bridgeway Capital Management
Texas
$1.98M -$337K -26,678 -15%
Morgan Stanley
13
Morgan Stanley
New York
$1.31M -$1.92M -151,833 -59%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.07M -$53.8K -4,255 -5%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$998K -$210K -16,626 -17%
EF
16
Empowered Funds
Pennsylvania
$898K -$18.7K -1,478 -2%
Invesco
17
Invesco
Georgia
$881K +$377K +29,858 +75%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$837K – – –
Renaissance Technologies
19
Renaissance Technologies
New York
$822K -$124K -9,800 -13%
RFC
20
Regions Financial Corp
Alabama
$822K – – –
First Manhattan
21
First Manhattan
New York
$758K -$88.9K -7,032 -10%
Charles Schwab
22
Charles Schwab
California
$755K -$29.3K -2,315 -4%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$579K +$217K +17,198 +60%
PAM
24
Panagora Asset Management
Massachusetts
$573K – – –
Two Sigma Advisers
25
Two Sigma Advisers
New York
$501K -$82.2K -6,500 -14%
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