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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
Citadel Advisors
51
Citadel Advisors
Florida
$644K +$107K +3,004 +20%
SGI
52
Summit Global Investments
Utah
$632K -$39.2K -1,100 -6%
NHC
53
Nicholas Hoffman & Company
Georgia
$613K – – –
RJFSA
54
Raymond James Financial Services Advisors
Florida
$579K +$24.1K +676 +4%
DCM
55
Driehaus Capital Management
Illinois
$579K +$588K +16,487 New
First Trust Advisors
56
First Trust Advisors
Illinois
$562K -$119K -3,335 -17%
CS
57
Credit Suisse
Switzerland
$558K +$14.8K +415 +3%
Deutsche Bank
58
Deutsche Bank
Germany
$540K -$299K -8,393 -35%
Invesco
59
Invesco
Georgia
$540K -$12.9K -362 -2%
ACA
60
Aptus Capital Advisors
Alabama
$492K +$501K +14,038 New
TA
61
Teton Advisors
New York
$491K +$203K +5,697 +69%
Barclays
62
Barclays
United Kingdom
$489K +$285K +7,987 +134%
CNAM
63
Campbell Newman Asset Management
Wisconsin
$487K +$36.7K +1,029 +8%
AIG
64
American International Group
New York
$467K -$3.35K -94 -0.7%
UBS AM
65
UBS AM
Illinois
$431K – – –
NNP
66
Nachman Norwood & Parrott
South Carolina
$411K – – –
LNC
67
Lincoln National Corp
Pennsylvania
$406K – – –
RJA
68
Raymond James & Associates
Florida
$402K -$23.5K -660 -5%
SFM
69
Systematic Financial Management
New Jersey
$377K -$422K -11,835 -52%
MFIM
70
Mesirow Financial Investment Management
Illinois
$377K +$41K +1,150 +12%
PPA
71
Parametric Portfolio Associates
Washington
$374K -$109K -3,052 -22%
AA
72
ALPS Advisors
Colorado
$372K -$20K -560 -5%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$355K +$8.81K +247 +3%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$344K -$71.9K -2,017 -17%
SEI Investments
75
SEI Investments
Pennsylvania
$322K -$139K -3,900 -30%
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.