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CARO

Carolina Financial Corp.
CARO

Delisted

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

121 hedge funds and large institutions have $523M invested in Carolina Financial Corp. in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

31% more capital invested

Capital invested by funds: $398M → $523M (+$125M)

3% more funds holding

Funds holding: 117121 (+4)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
41
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$1.57M -$6.56K -158 -0.4%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.46M
Goldman Sachs
53
Goldman Sachs
New York
$1.35M +$30.1K +724 +2%
RJA
54
Raymond James & Associates
Florida
$1.35M +$969K +23,340 +286%
SFM
55
Systematic Financial Management
New Jersey
$1.29M -$1.44M -34,680 -54%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.29M +$46.7K +1,125 +4%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$1.28M -$648K -15,597 -34%
Wells Fargo
58
Wells Fargo
California
$1.27M -$155K -3,733 -11%
WG
59
Winton Group
United Kingdom
$1.18M -$816K -19,662 -42%
EGI
60
EAM Global Investors
California
$1.17M -$201K -4,844 -15%
PPA
61
Parametric Portfolio Associates
Washington
$1.14M +$169K +4,061 +18%
NHC
62
Nicholas Hoffman & Company
Georgia
$1.11M
Russell Investments Group
63
Russell Investments Group
United Kingdom
$1.04M +$259K +6,246 +35%
SCM
64
Sterling Capital Management
North Carolina
$971K
FNBOO
65
First National Bank of Omaha
Nebraska
$963K +$932K +22,435 New
Hotchkis & Wiley Capital Management
66
Hotchkis & Wiley Capital Management
California
$900K -$983K -23,677 -53%
ADEF
67
Adams Diversified Equity Fund
Maryland
$850K -$70.6K -1,700 -8%
SC
68
SouthState Corp
Florida
$824K
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$766K +$64.4K +1,550 +10%
CAMG
70
CWA Asset Management Group
Florida
$755K +$731K +17,598 New
CS
71
Credit Suisse
Switzerland
$735K -$64.3K -1,548 -8%
AIM
72
Assured Investment Management
New York
$725K +$181K +4,348 +35%
CCA
73
Catalyst Capital Advisors
New York
$700K +$677K +16,300 New
CAM
74
ClariVest Asset Management
California
$688K -$77.4K -1,865 -10%
SGI
75
Summit Global Investments
Utah
$678K +$62.3K +1,500 +10%

CARO Hedge Fund Activity: Q2 2018 in Review

121 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Carolina Financial Corp. (CARO) for Q2 2018, worth a combined $523M — up 31% from $398M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CARO positions and 12 closed out — a net gain of 5 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $24.5M. The largest seller was Northpointe Capital, cutting an estimated $6.61M.

  • 121 institutional investors held Carolina Financial Corp. (CARO) as of Q2 2018, up from 117 in Q1 2018.
  • Funds reported $523M of Carolina Financial Corp. stock for Q2 2018, up 31% quarter-over-quarter.
  • 17 funds opened new Carolina Financial Corp. positions in Q2 2018 and 12 closed out, a net change of +5 holders.
  • The largest Carolina Financial Corp. buyer in Q2 2018 was T. Rowe Price Associates, an estimated $24.5M added.
  • The largest Carolina Financial Corp. seller in Q2 2018 was Northpointe Capital, an estimated $6.61M sold.

Based on aggregated 13F filings for Q2 2018.