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Carter's

297 hedge funds and large institutions have $4.72B invested in Carter's in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 112 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $4.1B → $4.72B (+$622M)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

0.28% less ownership

Funds ownership: 104.73%104.45% (-0.28%)

1% less funds holding

Funds holding: 300297 (-3)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 112

43% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $8.95M

Holders
297
Holders Change
-3
Holders Change %
-1%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
53
Increased
99
Reduced
112
Closed
53
Calls
$5.08M
Puts
$8.95M
Net Calls
-$3.87M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
MV Capital Management
Maryland
$72K
EBA
252
Eagle Bay Advisors
New York
$72K +$68.4K +672 New
JCM
253
Jacobi Capital Management
Pennsylvania
$60K +$306 +3 +0.5%
BG
254
Bollard Group
Massachusetts
$58K +$204 +2 +0.4%
AWA
255
Arkadios Wealth Advisors
Georgia
$51K -$14.2K -139 -22%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$42K +$33.8K +332 +437%
FC
257
FORA Capital
Florida
$39K +$38.7K +380 New
KFS
258
Kelly Financial Services
Massachusetts
$37K +$387K +3,795 +10,257%
BWM
259
BerganKDV Wealth Management
Minnesota
$35K
FF
260
FourThought Financial
Florida
$35K +$35.3K +347 New
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$30K +$204 +2 +0.7%
CFGS
262
Concourse Financial Group Securities
Alabama
$20K -$1.32K -13 -6%
Bessemer Group
263
Bessemer Group
New Jersey
$18K
PCG
264
Private Capital Group
Connecticut
$17K -$31.6K -310 -65%
HI
265
Harbour Investments
Wisconsin
$14K -$102 -1 -0.7%
GAM
266
Gemmer Asset Management
California
$14K
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$13K
FMII
268
Farmers & Merchants Investments Inc
Nebraska
$13K
HNB
269
Huntington National Bank
Ohio
$12K
FA
270
Financial Avengers
California
$11K
LF
271
Lee Financial
Texas
$11K
GEA
272
Glen Eagle Advisors
New Jersey
$10.3K
AIG
273
American International Group
New York
$8.05K -$178K -1,745 -2%
PA
274
Parallel Advisors
California
$8K
S
275
SignatureFD
Georgia
$8K

CRI Hedge Fund Activity: Q2 2021 in Review

297 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2021, worth a combined $4.72B — up 15% from $4.1B a quarter earlier.

Fund positioning in CRI was balanced in Q2 2021: 53 funds opened new positions, 53 closed out, 99 added to existing stakes and 112 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $119M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $79.4M.

  • 297 institutional investors held Carter's (CRI) as of Q2 2021, down from 300 in Q1 2021.
  • Funds reported $4.72B of Carter's stock for Q2 2021, up 15% quarter-over-quarter.
  • 53 funds opened new Carter's positions in Q2 2021 and 53 closed out, a net change of 0 holders.
  • The largest Carter's buyer in Q2 2021 was AllianceBernstein, an estimated $119M added.
  • The largest Carter's seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $79.4M sold.

Based on aggregated 13F filings for Q2 2021.