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Carter Bankshares
CARE

Overview Fund Activity

85 hedge funds and large institutions have $148M invested in Carter Bankshares in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
35
Reduced
19
Closed
13
Calls
$8K
Puts
$2K
Net Calls
+$6K
Net Calls Change
–

Top Buyers

1
EC
1
EJF Capital
Virginia
$3.23M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.04M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.52M
4
Millennium Management
4
Millennium Management
New York
$1.16M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.5M

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$1.36M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$17.9M
3
RFC
3
Regions Financial Corp
Alabama
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$316K
5
FIA
5
FNY Investment Advisers
New York
$120K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$25.4M +$500K +33,037 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.2M +$392K +25,939 +2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$17.9M -$2.33M -154,103 -12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$13.5M +$1.12M +74,317 +9%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.64M +$346K +22,895 +5%
State Street
6
State Street
Massachusetts
$7.21M +$18.8K +1,242 +0.3%
PU
7
Petiole USA
New York
$6M – – –
American Century Companies
8
American Century Companies
Missouri
$5.11M +$385K +25,472 +8%
EC
9
EJF Capital
Virginia
$3.23M +$3.23M +213,414 New
HCM
10
Huber Capital Management
California
$3.21M -$299K -19,766 -9%
Northern Trust
11
Northern Trust
Illinois
$3.06M +$33.5K +2,217 +1%
BCM
12
Bridgeway Capital Management
Texas
$2.45M +$81.6K +5,400 +3%
Goldman Sachs
13
Goldman Sachs
New York
$2.04M +$1.69M +111,850 +485%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$1.84M +$646K +42,701 +54%
Citadel Advisors
15
Citadel Advisors
Florida
$1.52M +$1.22M +80,474 +405%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$1.48M +$1.01M +66,504 +211%
Morgan Stanley
17
Morgan Stanley
New York
$1.45M -$117K -7,742 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.41M +$123K +8,160 +10%
FL
19
Fourthstone LLC
Missouri
$1.36M -$10.6M -702,048 -89%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$1.26M +$888K +58,723 +237%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.26M +$274K +18,100 +28%
Millennium Management
22
Millennium Management
New York
$1.16M +$1.16M +76,644 New
EF
23
Empowered Funds
Pennsylvania
$1.16M +$81.6K +5,400 +8%
Invesco
24
Invesco
Georgia
$1.09M +$39.5K +2,614 +4%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$1M – – –
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