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Carter's

297 hedge funds and large institutions have $4.72B invested in Carter's in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 112 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $4.1B → $4.72B (+$622M)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

0.28% less ownership

Funds ownership: 104.73%104.45% (-0.28%)

1% less funds holding

Funds holding: 300297 (-3)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 112

43% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $8.95M

Holders
297
Holders Change
-3
Holders Change %
-1%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
53
Increased
99
Reduced
112
Closed
53
Calls
$5.08M
Puts
$8.95M
Net Calls
-$3.87M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
226
Nicholas Hoffman & Company
Georgia
$258K +$255K +2,500 New
Verition Fund Management
227
Verition Fund Management
Connecticut
$256K +$253K +2,485 New
PAM
228
Panagora Asset Management
Massachusetts
$253K -$298K -2,925 -54%
SCM
229
Shelton Capital Management
Colorado
$250K
DT
230
Diversified Trust
Tennessee
$247K +$244K +2,393 New
WAM
231
World Asset Management
Michigan
$243K -$5.5K -54 -2%
DFCM
232
Dark Forest Capital Management
Puerto Rico
$225K +$222K +2,180 New
PRC
233
Pearl River Capital
Michigan
$218K +$215K +2,112 New
QT
234
Quantbot Technologies
New York
$216K -$747K -7,333 -78%
Cambridge Investment Research Advisors
235
Cambridge Investment Research Advisors
Iowa
$211K -$45.2K -444 -18%
FMT
236
First Mercantile Trust
Tennessee
$207K +$149K +1,460 +265%
CFA
237
Carroll Financial Associates
North Carolina
$183K +$181K +1,781 New
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$159K +$4.58K +45 +3%
MAM
239
Meeder Asset Management
Ohio
$143K -$509 -5 -0.4%
AAM
240
Advisors Asset Management
Colorado
$142K -$80.2K -787 -36%
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$121K -$5.09K -50 -4%
Schroder Investment Management Group
242
Schroder Investment Management Group
United Kingdom
$104K
TAIM
243
TD Ameritrade Investment Management
Nebraska
$97K +$34.5K +339 +57%
FCA
244
FinTrust Capital Advisors
South Carolina
$95K +$28.5K +280 +44%
Group One Trading
245
Group One Trading
Illinois
$93K +$91.7K +900 New
NICM
246
Neo Ivy Capital Management
New York
$90K +$88.7K +871 New
ASN
247
Advisory Services Network
Georgia
$86K +$85.3K +837 New
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$85K -$1.83K -18 -2%
AAP
249
Arax Advisory Partners
Colorado
$79K +$78.3K +769 New
SPIA
250
Steward Partners Investment Advisory
New York
$76K +$50.3K +494 +206%

CRI Hedge Fund Activity: Q2 2021 in Review

297 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2021, worth a combined $4.72B — up 15% from $4.1B a quarter earlier.

Fund positioning in CRI was balanced in Q2 2021: 53 funds opened new positions, 53 closed out, 99 added to existing stakes and 112 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $119M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $79.4M.

  • 297 institutional investors held Carter's (CRI) as of Q2 2021, down from 300 in Q1 2021.
  • Funds reported $4.72B of Carter's stock for Q2 2021, up 15% quarter-over-quarter.
  • 53 funds opened new Carter's positions in Q2 2021 and 53 closed out, a net change of 0 holders.
  • The largest Carter's buyer in Q2 2021 was AllianceBernstein, an estimated $119M added.
  • The largest Carter's seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $79.4M sold.

Based on aggregated 13F filings for Q2 2021.