Carolina Financial Corp.
CARO
CARO was delisted on the 1st of May, 2020.
117 hedge funds and large institutions have $398M invested in Carolina Financial Corp. in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
19% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 37
14% more capital invested
Capital invested by funds: $350M → $398M (+$48.1M)
11% more funds holding
Funds holding: 105 → 117 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$8.06M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$7.58M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$6.23M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.35M |
| 5 |
Renaissance Technologies
New York
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.7M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$3.27M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$2.96M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.34M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
126
Tower Research Capital (TRC)
New York
| – | -$29K | -770 | Closed |
|
127
Acadian Asset Management
Boston,
Massachusetts
| – | -$11K | -298 | Closed |
|
CARO Hedge Fund Activity: Q1 2018 in Review
117 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Carolina Financial Corp. (CARO) for Q1 2018, worth a combined $398M — up 14% from $350M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CARO positions and 10 closed out — a net gain of 12 holders — while 44 added to existing stakes and 37 trimmed.
The largest buyer was Northpointe Capital, adding an estimated $8.06M. The largest seller was Wellington Management Group, cutting an estimated $7.7M.
- 117 institutional investors held Carolina Financial Corp. (CARO) as of Q1 2018, up from 105 in Q4 2017.
- Funds reported $398M of Carolina Financial Corp. stock for Q1 2018, up 14% quarter-over-quarter.
- 22 funds opened new Carolina Financial Corp. positions in Q1 2018 and 10 closed out, a net change of +12 holders.
- The largest Carolina Financial Corp. buyer in Q1 2018 was Northpointe Capital, an estimated $8.06M added.
- The largest Carolina Financial Corp. seller in Q1 2018 was Wellington Management Group, an estimated $7.7M sold.
Based on aggregated 13F filings for Q1 2018.