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Carter's

276 hedge funds and large institutions have $3.2B invested in Carter's in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 103 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.82% less ownership

Funds ownership: 111.41%110.59% (-0.82%)

9% less funds holding

Funds holding: 302276 (-26)

14% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 103

22% less call options, than puts

Call options by funds: $4.21M | Put options by funds: $5.38M

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

40% less capital invested

Capital invested by funds: $5.38B → $3.2B (-$2.18B)

Holders
276
Holders Change
-26
Holders Change %
-8.61%
% of All Funds
6.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
89
Reduced
103
Closed
61
Calls
$4.21M
Puts
$5.38M
Net Calls
-$1.17M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$8K
Kayne Anderson Rudnick Investment Management
252
Kayne Anderson Rudnick Investment Management
California
$8K +$4.52K +47 +65%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8.08K +84 +240%
AWA
254
Arkadios Wealth Advisors
Georgia
$7.76K
LF
255
Lee Financial
Texas
$7K
S
256
SignatureFD
Georgia
$7K
SIAS
257
Shine Investment Advisory Services
Colorado
$5K
NFG
258
Next Financial Group
Texas
$4K -$5.29K -55 -48%
GRP
259
Global Retirement Partners
California
$4K
FRA
260
Front Row Advisors
California
$4K +$385 +4 +10%
CFGS
261
Concourse Financial Group Securities
Alabama
$2K -$192 -2 -6%
HR
262
Howe & Rusling
New York
$2K -$96 -1 -4%
AssetMark Inc
263
AssetMark Inc
California
$2K
Bessemer Group
264
Bessemer Group
New Jersey
$2K
SFS
265
Sowell Financial Services
Arkansas
$2K
LWA
266
Lenox Wealth Advisors
New York
$2K +$3.27K +34 New
APA
267
American Portfolios Advisors
New York
$1.05K
EARNEST Partners
268
EARNEST Partners
Georgia
$1K
KPW
269
Kore Private Wealth
New York
$1K
SL
270
Savior LLC
Massachusetts
$1K
SMFS
271
Squar Milner Financial Services
California
$1K
PA
272
Procyon Advisors
Connecticut
$1K +$1.93K +20 New
FDCDDQ
273
Federation des caisses Desjardins du Quebec
Quebec, Canada
$526 -$11.1K -115 -93%
VM
274
Valinor Management
New York
-$34.4M -314,462 Closed
CCM
275
Candlestick Capital Management
Connecticut
-$29.5M -269,595 Closed

CRI Hedge Fund Activity: Q1 2020 in Review

276 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2020, worth a combined $3.2B — down 40% from $5.38B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of CRI and 37 opened new positions — a net loss of 24 holders — while 103 trimmed existing stakes and 89 added.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $113M. The largest seller was Valinor Management, exiting entirely with an estimated $34.4M sold.

  • 276 institutional investors held Carter's (CRI) as of Q1 2020, down from 302 in Q4 2019.
  • Funds reported $3.2B of Carter's stock for Q1 2020, down 40% quarter-over-quarter.
  • 37 funds opened new Carter's positions in Q1 2020 and 61 closed out, a net change of -24 holders.
  • The largest Carter's buyer in Q1 2020 was Shapiro Capital Management, an estimated $113M added.
  • The largest Carter's seller in Q1 2020 was Valinor Management, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.