We are live on ! Find out more
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
MPAM
76
Monarch Partners Asset Management
Massachusetts
$622K
MFIM
77
Mesirow Financial Investment Management
Illinois
$607K -$106K -2,541 -15%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$550K -$1.1M -26,399 -67%
AIG
79
American International Group
New York
$547K +$27K +650 +5%
LNC
80
Lincoln National Corp
Pennsylvania
$505K -$8.93K -215 -2%
AA
81
ALPS Advisors
Colorado
$479K -$21.8K -524 -4%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$474K +$28.7K +690 +7%
CNAM
83
Campbell Newman Asset Management
Wisconsin
$443K +$429K +10,327 New
AIA
84
Affinity Investment Advisors
California
$389K
MIM
85
MetLife Investment Management
New Jersey
$385K
SSWM
86
Sheets Smith Wealth Management
North Carolina
$373K -$1.37K -33 -0.4%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$373K
ARTA
88
A.R.T. Advisors
New York
$356K +$345K +8,297 New
Principal Financial Group
89
Principal Financial Group
Iowa
$355K +$343K +8,266 New
OAM
90
Oxford Asset Management
United Kingdom
$318K +$305K +7,349 New
FIM
91
Freedom Investment Management
Connecticut
$312K -$31.7K -764 -10%
JA
92
JOYN Advisors
Georgia
$309K +$299K +7,202 New
UBS AM
93
UBS AM
Illinois
$288K
TA
94
Teton Advisors
New York
$279K
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$270K
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$224K -$3.4K -82 -2%
Citadel Advisors
97
Citadel Advisors
Florida
$217K -$34.9K -841 -14%
LPL Financial
98
LPL Financial
California
$202K +$195K +4,695 New
JP Morgan Chase
99
JP Morgan Chase
New York
$171K -$173K -4,156 -51%
MYIA
100
Mount Yale Investment Advisors
Colorado
$170K -$2.24K -54 -1%

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.