We are live on ! Find out more
CRI icon

Carter's
CRI

305 hedge funds and large institutions have $3.77B invested in Carter's in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

20% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 100

15% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 40

2.3% more ownership

Funds ownership: 97.86% → 100.16% (+2.3%)

1% more funds holding

Funds holding: 301 → 305 (+4)

6% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $4.3M

10% less capital invested

Capital invested by funds: $4.18B → $3.77B (-$412M)

Holders
305
Holders Change
+4
Holders Change %
+1.33%
% of All Funds
4.81%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
120
Reduced
100
Closed
40
Calls
$4.54M
Puts
$4.3M
Net Calls
+$239K
Net Calls Change
+$4.44M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$42.1M
2
CCM
Candlestick Capital Management
Connecticut
+$37.6M
3
MHI
Miller Howard Investments
New York
+$26.3M
4
LSV Asset Management
LSV Asset Management
Illinois
+$20.6M
5
SSA
Schonfeld Strategic Advisors
New York
+$17.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$91.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$39.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$29.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$19.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$18.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AT
226
American Trust
Kentucky
$219K -$11.6K -123 -5%
GC
227
Guggenheim Capital
Illinois
$216K +$15.6K +166 +8%
Verition Fund Management
228
Verition Fund Management
Connecticut
$206K -$48K -511 -19%
URS
229
Utah Retirement Systems
Utah
$202K -$520K -5,539 -72%
Canada Pension Plan Investment Board
230
Canada Pension Plan Investment Board
Ontario, Canada
$202K +$207K +2,200 New
TRCT
231
Tower Research Capital (TRC)
New York
$187K -$232K -2,471 -55%
LIM
232
Longfellow Investment Management
Massachusetts
$159K +$162K +1,722 New
CI Investments Inc
233
CI Investments Inc
Ontario, Canada
$148K -$27.2K -290 -15%
MAM
234
Meeder Asset Management
Ohio
$118K +$3.38K +36 +3%
AAM
235
Advisors Asset Management
Colorado
$99K -$25.4K -270 -20%
VanEck Associates
236
VanEck Associates
New York
$99K +$13.9K +148 +16%
TAIM
237
TD Ameritrade Investment Management
Nebraska
$91K -$1.6K -17 -2%
KBC Group
238
KBC Group
Belgium
$88K +$22.8K +243 +34%
FCA
239
FinTrust Capital Advisors
South Carolina
$85K – – –
CP
240
Castleview Partners
Texas
$77K +$79.3K +844 New
AAP
241
Arax Advisory Partners
Colorado
$75K +$3.29K +35 +5%
ACM
242
Aquatic Capital Management
Illinois
$74K +$75.1K +800 New
MCM
243
MV Capital Management
Maryland
$64K – – –
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$62K -$564 -6 -0.9%
SPIA
245
Steward Partners Investment Advisory
New York
$60K -$470 -5 -0.8%
C
246
Covestor
United Kingdom
$58K +$33.2K +354 +130%
BG
247
Bollard Group
Massachusetts
$53K +$376 +4 +0.7%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$49K +$2.44K +26 +5%
MA
249
Montag & Associates
Georgia
$49K +$50.2K +534 New
EBA
250
Eagle Bay Advisors
New York
$46K -$17.7K -188 -27%
8 9
10
11 12

CRI Hedge Fund Activity: Q1 2022 in Review

305 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2022, worth a combined $3.77B — down 9.9% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CRI positions and 40 closed out — a net gain of 6 holders — while 120 added to existing stakes and 100 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $42.1M. The largest seller was Wellington Management Group, cutting an estimated $91.3M.

  • 305 institutional investors held Carter's (CRI) as of Q1 2022, up from 301 in Q4 2021.
  • Funds reported $3.77B of Carter's stock for Q1 2022, down 9.9% quarter-over-quarter.
  • 46 funds opened new Carter's positions in Q1 2022 and 40 closed out, a net change of +6 holders.
  • The largest Carter's buyer in Q1 2022 was Fuller & Thaler Asset Management, an estimated $42.1M added.
  • The largest Carter's seller in Q1 2022 was Wellington Management Group, an estimated $91.3M sold.

Based on aggregated 13F filings for Q1 2022.