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CARO

Carolina Financial Corp.
CARO

Delisted

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

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: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

2% less funds holding

Funds holding: 111109 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$322K +$165K +4,618 +101%
MIM
77
MetLife Investment Management
New Jersey
$315K
WG
78
Winton Group
United Kingdom
$304K -$300K -8,401 -49%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$282K +$287K +8,049 New
Citigroup
80
Citigroup
New York
$244K +$18.6K +522 +8%
JA
81
JOYN Advisors
Georgia
$235K +$253K +7,081 New
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$222K
AQR Capital Management
83
AQR Capital Management
Connecticut
$219K
P
84
Pitcairn
Pennsylvania
$201K -$7.06K -198 -3%
JP Morgan Chase
85
JP Morgan Chase
New York
$201K +$22.2K +621 +12%
Legal & General Group
86
Legal & General Group
United Kingdom
$157K +$8.24K +231 +5%
UBS Group
87
UBS Group
Switzerland
$155K +$145K +4,078 +1,221%
AG
88
Advisor Group
Arizona
$154K +$8.17K +229 +6%
US Bancorp
89
US Bancorp
Minnesota
$141K -$12.8K -359 -8%
CIAS
90
Capital Investment Advisory Services
North Carolina
$136K
Morgan Stanley
91
Morgan Stanley
New York
$122K -$103K -2,891 -46%
Canada Life
92
Canada Life
Manitoba, Canada
$89K +$856 +24 +1%
AWM
93
Apollon Wealth Management
South Carolina
$86K +$87.5K +2,454 New
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$83K -$72.3K -2,027 -46%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$71K +$62.4K +1,748 +585%
AIP
96
Ameritas Investment Partners
Nebraska
$58K
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$47K
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$37K -$2.35K -66 -6%
FHA
99
First Horizon Advisors
Tennessee
$31K
AG
100
Aperio Group
California
$30K +$30.3K +850 New

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.