Carolina Financial Corp.
CARO
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.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+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: 117 → 121 (+4)
5% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$24.5M |
| 2 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$10.7M |
| 3 |
BlackRock
New York
|
+$10.5M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$9.65M |
| 5 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
+$7.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$6.61M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$3.54M |
| 3 |
Millennium Management
New York
|
-$2.37M |
| 4 |
SCA
Stieven Capital Advisors
St. Louis,
Missouri
|
-$1.94M |
| 5 |
3C
361 Capital
Denver,
Colorado
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
126
Bridgeway Capital Management
Houston,
Texas
| – | -$927K | -23,598 | Closed |
|
|
SCA
127
Secor Capital Advisors
New York
| – | -$701K | -17,846 | Closed |
|
|
CEP
128
Chicago Equity Partners
Chicago,
Illinois
| – | -$440K | -11,200 | Closed |
|
|
PCMF
129
Private Capital Management (Florida)
Naples,
Florida
| – | -$406K | -10,325 | Closed |
|
|
SWP
130
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$79K | -2,018 | Closed |
|
131
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$49K | -1,246 | Closed |
|
132
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$49K | -1,246 | Closed |
|
133
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$39K | -1,000 | Closed |
|
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.