Carter's
CRI
320 hedge funds and large institutions have $3.1B invested in Carter's in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 123 increasing their positions, 99 reducing their positions, and 43 closing their positions.
93% more call options, than puts
Call options by funds: $6.54M | Put options by funds: $3.38M
51% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 43
24% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 99
12% more capital invested
Capital invested by funds: $2.77B → $3.1B (+$325M)
6% more funds holding
Funds holding: 301 → 320 (+19)
5.03% more ownership
Funds ownership: 107.22% → 112.25% (+5%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$65.2M |
| 2 |
Morgan Stanley
New York
|
+$25.2M |
| 3 |
CCPM
Cooper Creek Partners Management
New York
|
+$21.3M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$16.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$42.8M |
| 2 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$26.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$26.3M |
| 4 |
IP
Interval Partners
New York
|
-$25.2M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$24.9M |
CRI Hedge Fund Activity: Q4 2023 in Review
320 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2023, worth a combined $3.1B — up 12% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new CRI positions and 43 closed out — a net gain of 22 holders — while 123 added to existing stakes and 99 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $65.2M. The largest seller was Franklin Resources, cutting an estimated $42.8M.
- 320 institutional investors held Carter's (CRI) as of Q4 2023, up from 301 in Q3 2023.
- Funds reported $3.1B of Carter's stock for Q4 2023, up 12% quarter-over-quarter.
- 65 funds opened new Carter's positions in Q4 2023 and 43 closed out, a net change of +22 holders.
- The largest Carter's buyer in Q4 2023 was JP Morgan Chase, an estimated $65.2M added.
- The largest Carter's seller in Q4 2023 was Franklin Resources, an estimated $42.8M sold.
Based on aggregated 13F filings for Q4 2023.