Carolina Financial Corp.
CARO
CARO was delisted on the 1st of May, 2020.
111 hedge funds and large institutions have $433M invested in Carolina Financial Corp. in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 36 reducing their positions, and 13 closing their positions.
23% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 13
19% more capital invested
Capital invested by funds: $365M → $433M (+$67.8M)
3% more funds holding
Funds holding: 108 → 111 (+3)
1.43% more ownership
Funds ownership: 54.63% → 56.06% (+1.4%)
3% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$4.55M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.22M |
| 3 |
Bank of New York Mellon
New York
|
+$2.91M |
| 4 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$2.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$3.68M |
| 2 |
Morgan Stanley
New York
|
-$1.71M |
| 3 |
Janus Henderson Group
London,
|
-$1.68M |
| 4 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$1.6M |
| 5 |
MCM
Maltese Capital Management
New York
|
-$1.56M |
CARO Hedge Fund Activity: Q1 2019 in Review
111 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Carolina Financial Corp. (CARO) for Q1 2019, worth a combined $433M — up 19% from $365M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CARO positions and 13 closed out — a net gain of 3 holders — while 37 added to existing stakes and 36 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $4.55M. The largest seller was Emerald Mutual Fund Advisers Trust, exiting entirely with an estimated $3.68M sold.
- 111 institutional investors held Carolina Financial Corp. (CARO) as of Q1 2019, up from 108 in Q4 2018.
- Funds reported $433M of Carolina Financial Corp. stock for Q1 2019, up 19% quarter-over-quarter.
- 16 funds opened new Carolina Financial Corp. positions in Q1 2019 and 13 closed out, a net change of +3 holders.
- The largest Carolina Financial Corp. buyer in Q1 2019 was Hotchkis & Wiley Capital Management, an estimated $4.55M added.
- The largest Carolina Financial Corp. seller in Q1 2019 was Emerald Mutual Fund Advisers Trust, an estimated $3.68M sold.
Based on aggregated 13F filings for Q1 2019.