Carolina Financial Corp.
CARO
CARO was delisted on the 1st of May, 2020.
110 hedge funds and large institutions have $465M invested in Carolina Financial Corp. in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
5% more capital invested
Capital invested by funds: $441M → $465M (+$23.8M)
2.43% more ownership
Funds ownership: 56.32% → 58.75% (+2.4%)
3% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 39
1% more funds holding
Funds holding: 109 → 110 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$12.2M |
| 2 |
Janus Henderson Group
London,
|
+$3.17M |
| 3 |
BlackRock
New York
|
+$2.68M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$2.34M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$3.6M |
| 2 |
Millennium Management
New York
|
-$2.68M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$1.59M |
| 4 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$1.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$644K |
CARO Hedge Fund Activity: Q3 2019 in Review
110 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Carolina Financial Corp. (CARO) for Q3 2019, worth a combined $465M — up 5.4% from $441M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CARO positions and 9 closed out — a net gain of 1 holder — while 40 added to existing stakes and 39 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $12.2M. The largest seller was Curi RMB Capital, cutting an estimated $3.6M.
- 110 institutional investors held Carolina Financial Corp. (CARO) as of Q3 2019, up from 109 in Q2 2019.
- Funds reported $465M of Carolina Financial Corp. stock for Q3 2019, up 5.4% quarter-over-quarter.
- 10 funds opened new Carolina Financial Corp. positions in Q3 2019 and 9 closed out, a net change of +1 holder.
- The largest Carolina Financial Corp. buyer in Q3 2019 was Victory Capital Management, an estimated $12.2M added.
- The largest Carolina Financial Corp. seller in Q3 2019 was Curi RMB Capital, an estimated $3.6M sold.
Based on aggregated 13F filings for Q3 2019.