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Carter's

276 hedge funds and large institutions have $3.2B invested in Carter's in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 103 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.82% less ownership

Funds ownership: 111.41%110.59% (-0.82%)

9% less funds holding

Funds holding: 302276 (-26)

14% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 103

22% less call options, than puts

Call options by funds: $4.21M | Put options by funds: $5.38M

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

40% less capital invested

Capital invested by funds: $5.38B → $3.2B (-$2.18B)

Holders
276
Holders Change
-26
Holders Change %
-8.61%
% of All Funds
6.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
89
Reduced
103
Closed
61
Calls
$4.21M
Puts
$5.38M
Net Calls
-$1.17M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
226
BerganKDV Wealth Management
Minnesota
$44K -$515K -5,348 -89%
JCM
227
Jacobi Capital Management
Pennsylvania
$43K +$192 +2 +0.3%
PCG
228
Private Capital Group
Connecticut
$39K +$3.18K +33 +6%
CWP
229
CFM Wealth Partners
Texas
$36K -$16.8K -175 -24%
WEC
230
Winslow Evans & Crocker
Massachusetts
$36K
HNB
231
Huntington National Bank
Ohio
$34K -$11.2K -116 -18%
IUHSA
232
Itau Unibanco Holding S.A.
Brazil
$28K -$75K -779 -64%
FHA
233
First Horizon Advisors
Tennessee
$27K -$13.8K -143 -25%
OSAM
234
O'Shaughnessy Asset Management
Connecticut
$23K +$5.68K +59 +20%
QCG
235
Quadrant Capital Group
Ohio
$20K -$3.37K -35 -10%
FCA
236
FinTrust Capital Advisors
South Carolina
$20K +$29.8K +310 New
GWM
237
Geneos Wealth Management
Colorado
$19K
SPIA
238
Steward Partners Investment Advisory
New York
$19K +$9.62K +100 +50%
CA
239
Clearstead Advisors
Ohio
$19K +$28.2K +293 New
FHA
240
Flagship Harbor Advisors
Massachusetts
$16K -$11.9K -124 -33%
SF
241
Synovus Financial
Georgia
$14K +$16.7K +174 +967%
QT
242
Quantbot Technologies
New York
$14K +$21.8K +227 New
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$13K
MCA
244
Mercer Capital Advisers
New Jersey
$13K
PA
245
Parallel Advisors
California
$13K +$12.9K +134 +179%
GAM
246
Gemmer Asset Management
California
$11K -$674 -7 -4%
RTC
247
Riverview Trust Company
Washington
$11K
ClearBridge Investments
248
ClearBridge Investments
New York
$9K -$1.64K -17 -11%
CIA
249
CSat Investment Advisory
Michigan
$9K +$1.73K +18 +16%
Twin Tree Management
250
Twin Tree Management
Texas
$9K +$13.8K +143 New

CRI Hedge Fund Activity: Q1 2020 in Review

276 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2020, worth a combined $3.2B — down 40% from $5.38B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of CRI and 37 opened new positions — a net loss of 24 holders — while 103 trimmed existing stakes and 89 added.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $113M. The largest seller was Valinor Management, exiting entirely with an estimated $34.4M sold.

  • 276 institutional investors held Carter's (CRI) as of Q1 2020, down from 302 in Q4 2019.
  • Funds reported $3.2B of Carter's stock for Q1 2020, down 40% quarter-over-quarter.
  • 37 funds opened new Carter's positions in Q1 2020 and 61 closed out, a net change of -24 holders.
  • The largest Carter's buyer in Q1 2020 was Shapiro Capital Management, an estimated $113M added.
  • The largest Carter's seller in Q1 2020 was Valinor Management, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.