Carolina Financial Corp.
CARO
CARO was delisted on the 1st of May, 2020.
88 hedge funds and large institutions have $269M invested in Carolina Financial Corp. in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
84% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 19
18% more capital invested
Capital invested by funds: $227M → $269M (+$41.5M)
16% more funds holding
Funds holding: 76 → 88 (+12)
2.77% more ownership
Funds ownership: 43.36% → 46.13% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$5.73M |
| 2 |
PFC
Phocas Financial Corp
Alameda,
California
|
+$5.22M |
| 3 |
RHCA
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
+$2.7M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$2.36M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$7.46M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$5.5M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.37M |
| 4 |
MCM
Maltese Capital Management
New York
|
-$2.23M |
| 5 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
-$1.68M |
CARO Hedge Fund Activity: Q3 2017 in Review
88 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Carolina Financial Corp. (CARO) for Q3 2017, worth a combined $269M — up 18% from $227M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CARO positions and 9 closed out — a net gain of 12 holders — while 35 added to existing stakes and 19 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $5.73M. The largest seller was Systematic Financial Management, cutting an estimated $7.46M.
- 88 institutional investors held Carolina Financial Corp. (CARO) as of Q3 2017, up from 76 in Q2 2017.
- Funds reported $269M of Carolina Financial Corp. stock for Q3 2017, up 18% quarter-over-quarter.
- 21 funds opened new Carolina Financial Corp. positions in Q3 2017 and 9 closed out, a net change of +12 holders.
- The largest Carolina Financial Corp. buyer in Q3 2017 was Loomis, Sayles & Company, an estimated $5.73M added.
- The largest Carolina Financial Corp. seller in Q3 2017 was Systematic Financial Management, an estimated $7.46M sold.
Based on aggregated 13F filings for Q3 2017.