Carter Bankshares
CARE
125 hedge funds and large institutions have $296M invested in Carter Bankshares in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 10 closing their positions.
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
29% more capital invested
Capital invested by funds: $229M → $296M (+$66.6M)
20% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 40
4.47% more ownership
Funds ownership: 52.77% → 57.23% (+4.5%)
3% more funds holding
Funds holding: 121 → 125 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$5.54M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$4.75M |
| 3 |
AG
Algert Global
San Francisco,
California
|
+$3.27M |
| 4 |
Millennium Management
New York
|
+$2.36M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$1.4M |
| 2 |
EC
EJF Capital
Arlington,
Virginia
|
-$1.3M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.27M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$1.19M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$734K |
CARE Hedge Fund Activity: Q1 2026 in Review
125 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Carter Bankshares (CARE) for Q1 2026, worth a combined $296M — up 29% from $229M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CARE positions and 10 closed out — a net gain of 6 holders — while 48 added to existing stakes and 40 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $5.54M. The largest seller was Maltese Capital Management, cutting an estimated $1.4M.
- 125 institutional investors held Carter Bankshares (CARE) as of Q1 2026, up from 121 in Q4 2025.
- Funds reported $296M of Carter Bankshares stock for Q1 2026, up 29% quarter-over-quarter.
- 16 funds opened new Carter Bankshares positions in Q1 2026 and 10 closed out, a net change of +6 holders.
- The largest Carter Bankshares buyer in Q1 2026 was Fourthstone LLC, an estimated $5.54M added.
- The largest Carter Bankshares seller in Q1 2026 was Maltese Capital Management, an estimated $1.4M sold.
Based on aggregated 13F filings for Q1 2026.