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CARO

Carolina Financial Corp.
CARO

Delisted

CARO was delisted on the 1st of May, 2020.

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109 hedge funds and large institutions have $441M invested in Carolina Financial Corp. in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $432M → $441M (+$9.21M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less funds holding

Funds holding: 111 → 109 (-2)

12% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 41

Holders
109
Holders Change
-2
Holders Change %
-1.8%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
36
Reduced
41
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$4.64M
2
Millennium Management
Millennium Management
New York
+$2.94M
3
N
Nuveen
North Carolina
+$2.75M
4
CRC
Curi RMB Capital
Illinois
+$969K
5
CEP
Chicago Equity Partners
Illinois
+$817K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.77M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$1.63M
3
Bank of America
Bank of America
North Carolina
-$569K
4
State Street
State Street
Massachusetts
-$544K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$3.44M +$581K +16,300 +20%
Bank of America
27
Bank of America
North Carolina
$3.41M -$569K -15,963 -14%
N
28
Nuveen
North Carolina
$2.7M +$2.75M +77,011 New
Allianz Asset Management
29
Allianz Asset Management
Germany
$2.66M -$5.28K -148 -0.2%
RHCA
30
Rosenthal Henry Capital Advisors
Indiana
$2.61M -$161K -4,515 -6%
EVM
31
Eaton Vance Management
Massachusetts
$2.6M – – –
ROC
32
River Oaks Capital
Minnesota
$2.32M -$471K -13,200 -17%
RHJA
33
Rice Hall James & Associates
California
$1.67M -$123K -3,441 -7%
BCM
34
Basswood Capital Management
New York
$1.64M – – –
Victory Capital Management
35
Victory Capital Management
Texas
$1.6M +$651K +18,245 +66%
Swiss National Bank
36
Swiss National Bank
Switzerland
$1.39M +$17.8K +500 +1%
ERSOT
37
Employees Retirement System of Texas
Texas
$1.37M – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.34M +$18.4K +516 +1%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$1.13M -$6.78K -190 -0.6%
FNBOO
40
First National Bank of Omaha
Nebraska
$1.11M +$6.24K +175 +0.6%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$1.04M +$96.2K +2,697 +10%
Ameriprise
42
Ameriprise
Minnesota
$968K -$350K -9,800 -26%
CAMG
43
CWA Asset Management Group
Florida
$898K – – –
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$861K +$49K +1,374 +6%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$807K – – –
CEP
46
Chicago Equity Partners
Illinois
$804K +$817K +22,899 New
MPAM
47
Monarch Partners Asset Management
Massachusetts
$720K – – –
SG Americas Securities
48
SG Americas Securities
New York
$704K -$178K -4,985 -20%
SC
49
SouthState Corp
Florida
$674K – – –
Goldman Sachs
50
Goldman Sachs
New York
$645K -$120K -3,367 -15%
1
2
3 4 5

CARO Hedge Fund Activity: Q2 2019 in Review

109 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Carolina Financial Corp. (CARO) for Q2 2019, worth a combined $441M — up 2.1% from $432M a quarter earlier.

Fund positioning in CARO was balanced in Q2 2019: 9 funds opened new positions, 9 closed out, 36 added to existing stakes and 41 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $4.64M. The largest seller was BlackRock, cutting an estimated $2.77M.

  • 109 institutional investors held Carolina Financial Corp. (CARO) as of Q2 2019, down from 111 in Q1 2019.
  • Funds reported $441M of Carolina Financial Corp. stock for Q2 2019, up 2.1% quarter-over-quarter.
  • 9 funds opened new Carolina Financial Corp. positions in Q2 2019 and 9 closed out, a net change of 0 holders.
  • The largest Carolina Financial Corp. buyer in Q2 2019 was Janus Henderson Group, an estimated $4.64M added.
  • The largest Carolina Financial Corp. seller in Q2 2019 was BlackRock, an estimated $2.77M sold.

Based on aggregated 13F filings for Q2 2019.