We are live on ! Find out more
CRI icon

Carter's

384 hedge funds and large institutions have $4.82B invested in Carter's in 2018 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

19% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 115

9% more funds holding

Funds holding: 351384 (+33)

1.23% more ownership

Funds ownership: 97.46%98.69% (+1.2%)

11% less capital invested

Capital invested by funds: $5.4B → $4.82B (-$586M)

24% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $13.7M

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
384
Holders Change
+33
Holders Change %
+9.4%
% of All Funds
8.8%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
80
Increased
137
Reduced
115
Closed
42
Calls
$10.4M
Puts
$13.7M
Net Calls
-$3.33M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
251
Balyasny Asset Management
Illinois
$637K -$250K -2,151 -26%
GCA
252
Gideon Capital Advisors
New York
$623K +$696K +5,982 New
PA
253
Profund Advisors
Maryland
$617K +$66.6K +573 +11%
SAM
254
Securian Asset Management
Minnesota
$607K
LPL Financial
255
LPL Financial
California
$597K -$860K -7,395 -56%
GHCM
256
Glen Harbor Capital Management
California
$586K
HighTower Advisors
257
HighTower Advisors
Illinois
$582K +$19.8K +170 +3%
GC
258
Guggenheim Capital
Illinois
$577K +$14.9K +128 +2%
XK
259
Xact Kapitalforvaltning
Sweden
$576K +$198K +1,700 +44%
OI
260
Oakbrook Investments
Illinois
$573K +$640K +5,505 New
BTS
261
BB&T Securities
Virginia
$545K +$44.7K +384 +8%
WG
262
Winton Group
United Kingdom
$545K +$609K +5,237 New
HS
263
HighVista Strategies
Massachusetts
$541K -$2M -17,200 -77%
CANY
264
Caxton Associates (New York)
New York
$541K +$605K +5,200 New
Cambridge Investment Research Advisors
265
Cambridge Investment Research Advisors
Iowa
$538K -$279K -2,399 -32%
PTC
266
Private Trust Company
Ohio
$505K +$1.63K +14 +0.3%
IB
267
Intrust Bank
Kansas
$497K -$34.2K -294 -6%
KI
268
Koch Industries
Kansas
$495K +$256K +2,203 +86%
CGH
269
Crossmark Global Holdings
Texas
$487K -$30.1K -259 -5%
MCIM
270
Meadow Creek Investment Management
Georgia
$460K
ACI
271
AMP Capital Investors
Australia
$459K -$328K -2,823 -39%
WAS
272
WESPAC Advisors SoCal
California
$455K +$37.8K +325 +8%
Treasurer of the State of North Carolina
273
Treasurer of the State of North Carolina
North Carolina
$453K +$506K +4,349 New
AA
274
ALPS Advisors
Colorado
$448K -$94.2K -810 -16%
SOADOR
275
State of Alaska Department of Revenue
Alaska
$447K +$93K +800 +23%

CRI Hedge Fund Activity: Q1 2018 in Review

384 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2018, worth a combined $4.82B — down 11% from $5.4B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new CRI positions and 42 closed out — a net gain of 38 holders — while 137 added to existing stakes and 115 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $53.9M. The largest seller was Lazard Asset Management, cutting an estimated $223M.

  • 384 institutional investors held Carter's (CRI) as of Q1 2018, up from 351 in Q4 2017.
  • Funds reported $4.82B of Carter's stock for Q1 2018, down 11% quarter-over-quarter.
  • 80 funds opened new Carter's positions in Q1 2018 and 42 closed out, a net change of +38 holders.
  • The largest Carter's buyer in Q1 2018 was Acadian Asset Management, an estimated $53.9M added.
  • The largest Carter's seller in Q1 2018 was Lazard Asset Management, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2018.