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Carter's
CRI

302 hedge funds and large institutions have $5.38B invested in Carter's in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $5.7M

83% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 29

20% more capital invested

Capital invested by funds: $4.48B → $5.38B (+$899M)

6% more funds holding

Funds holding: 285 → 302 (+17)

1.13% more ownership

Funds ownership: 110.27% → 111.41% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

21% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 117

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
5.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
53
Increased
92
Reduced
117
Closed
29
Calls
$16.8M
Puts
$5.7M
Net Calls
+$11.1M
Net Calls Change
+$15.9M

Top Buyers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$80.1M
2
Wells Fargo
Wells Fargo
California
+$21.1M
3
Barclays
Barclays
United Kingdom
+$15.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$14.2M
5
Goldman Sachs
Goldman Sachs
New York
+$11.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$62.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$42M
3
VM
Valinor Management
New York
-$23.2M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$22M
5
SSA
Schonfeld Strategic Advisors
New York
-$19M
Name Holding Trade Value Shares
Change 		Change in
Stake
JT
226
Jump Trading
Illinois
$312K +$289K +2,854 New
CFW
227
CA Family Wealth
California
$310K +$287K +2,831 New
SCM
228
Shelton Capital Management
Colorado
$308K -$27.7K -274 -9%
Stifel Financial
229
Stifel Financial
Missouri
$307K +$4.46K +44 +2%
RFC
230
Regions Financial Corp
Alabama
$302K +$1.01K +10 +0.4%
EGM
231
Engineers Gate Manager
New York
$247K -$100K -991 -30%
LIA
232
LS Investment Advisors
Michigan
$244K -$4.96K -49 -2%
SP
233
Symmetry Partners
Connecticut
$239K +$221K +2,185 New
PGIM
234
Pacific Global Investment Management
California
$237K +$219K +2,164 New
Allianz Asset Management
235
Allianz Asset Management
Germany
$227K +$210K +2,076 New
BCM
236
Bayesian Capital Management
New York
$217K -$41.1K -406 -17%
AG
237
Advisor Group
Arizona
$207K +$8.2K +81 +4%
CAM
238
Cresset Asset Management
Illinois
$204K +$189K +1,868 New
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$202K +$187K +1,848 New
MAM
240
Meeder Asset Management
Ohio
$201K +$810 +8 +0.4%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$160K -$1.92K -19 -1%
IUHSA
242
Itau Unibanco Holding S.A.
Brazil
$132K +$122K +1,209 New
AAP
243
Arax Advisory Partners
Colorado
$115K +$1.82K +18 +2%
CWP
244
CFM Wealth Partners
Texas
$79K +$73.2K +723 New
MCM
245
MV Capital Management
Maryland
$77K – – –
JCM
246
Jacobi Capital Management
Pennsylvania
$71K -$5.06K -50 -7%
HNB
247
Huntington National Bank
Ohio
$69K +$3.95K +39 +7%
Chevy Chase Trust
248
Chevy Chase Trust
Maryland
$68K +$62.8K +620 New
CG
249
Cutler Group
California
$67K -$170K -1,682 -73%
PCG
250
Private Capital Group
Connecticut
$61K -$1.82K -18 -3%
8 9
10
11 12

CRI Hedge Fund Activity: Q4 2019 in Review

302 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2019, worth a combined $5.38B — up 20% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new CRI positions and 29 closed out — a net gain of 24 holders — while 92 added to existing stakes and 117 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $80.1M. The largest seller was Wellington Management Group, cutting an estimated $62.9M.

  • 302 institutional investors held Carter's (CRI) as of Q4 2019, up from 285 in Q3 2019.
  • Funds reported $5.38B of Carter's stock for Q4 2019, up 20% quarter-over-quarter.
  • 53 funds opened new Carter's positions in Q4 2019 and 29 closed out, a net change of +24 holders.
  • The largest Carter's buyer in Q4 2019 was Westfield Capital Management, an estimated $80.1M added.
  • The largest Carter's seller in Q4 2019 was Wellington Management Group, an estimated $62.9M sold.

Based on aggregated 13F filings for Q4 2019.