Carter's
CRI
230 hedge funds and large institutions have $4.22B invested in Carter's in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 70 reducing their positions, and 25 closing their positions.
62% more call options, than puts
Call options by funds: $11.2M | Put options by funds: $6.94M
43% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 70
32% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 25
3% more funds holding
Funds holding: 223 → 230 (+7)
2% more capital invested
Capital invested by funds: $4.16B → $4.22B (+$66.3M)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.71% less ownership
Funds ownership: 94.76% → 94.06% (-0.71%)
Top Buyers
Top Sellers
| 1 |
CM
Corvex Management
New York
|
-$71.8M |
| 2 |
AA
Antipodean Advisors
New York
|
-$51.3M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$48.5M |
| 4 |
RA
Royce & Associates
New York
|
-$44.6M |
| 5 |
HCM
Hoplite Capital Management
New York
|
-$37.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
251
Brookfield Corp
Toronto,
Ontario, Canada
| – | -$570K | -770 | Closed |
|
|
OMCS
252
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$52K | -700 | Closed |
|
253
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -74 | Closed |
|
|
SMA
254
Simply Money Advisors
Cincinnati,
Ohio
| – | -$5K | -69 | Closed |
|
|
SNT
255
Security National Trust
Wheeling,
West Virginia
| – | -$4K | -60 | Closed |
|
CRI Hedge Fund Activity: Q3 2013 in Review
230 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q3 2013, worth a combined $4.22B — up 1.6% from $4.16B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new CRI positions and 25 closed out — a net gain of 8 holders — while 100 added to existing stakes and 70 trimmed.
The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $51.2M. The largest seller was Corvex Management, exiting entirely with an estimated $71.8M sold.
- 230 institutional investors held Carter's (CRI) as of Q3 2013, up from 223 in Q2 2013.
- Funds reported $4.22B of Carter's stock for Q3 2013, up 1.6% quarter-over-quarter.
- 33 funds opened new Carter's positions in Q3 2013 and 25 closed out, a net change of +8 holders.
- The largest Carter's buyer in Q3 2013 was Southpoint Capital Advisors, an estimated $51.2M added.
- The largest Carter's seller in Q3 2013 was Corvex Management, an estimated $71.8M sold.
Based on aggregated 13F filings for Q3 2013.