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Carter's

315 hedge funds and large institutions have $3.1B invested in Carter's in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

35% more call options, than puts

Call options by funds: $6.2M | Put options by funds: $4.58M

9.14% more ownership

Funds ownership: 100.16%109.3% (+9.1%)

3% more funds holding

Funds holding: 305315 (+10)

0% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 110

18% less capital invested

Capital invested by funds: $3.77B → $3.1B (-$669M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
315
Holders Change
+10
Holders Change %
+3.28%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
57
Increased
110
Reduced
110
Closed
40
Calls
$6.2M
Puts
$4.58M
Net Calls
+$1.62M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
251
Macquarie Group
Australia
$45K
FF
252
FourThought Financial
Florida
$44K +$12.9K +160 +34%
BG
253
Bollard Group
Massachusetts
$41K +$483 +6 +1%
TPCW
254
TD Private Client Wealth
New York
$40K +$13.4K +167 +42%
MA
255
Montag & Associates
Georgia
$38K
CTC
256
Central Trust Company
Missouri
$35K
AW
257
ACG Wealth
Georgia
$33K +$37.4K +465 New
CFGS
258
Concourse Financial Group Securities
Alabama
$32K +$644 +8 +2%
Nomura Asset Management
259
Nomura Asset Management
Japan
$30.3K
PFBT
260
Parkside Financial Bank & Trust
Missouri
$30K +$483 +6 +1%
Lazard Asset Management
261
Lazard Asset Management
New York
$26K +$30K +373 New
PI
262
PineBridge Investments
New York
$24K +$19.2K +238 +238%
Canada Pension Plan Investment Board
263
Canada Pension Plan Investment Board
Ontario, Canada
$21K -$153K -1,895 -86%
SOW
264
State of Wyoming
Wyoming
$18K +$21K +261 New
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$17K -$966 -12 -5%
Carson Wealth (CWM LLC)
266
Carson Wealth (CWM LLC)
Nebraska
$13K +$4.67K +58 +46%
BWM
267
BerganKDV Wealth Management
Minnesota
$12K
Bessemer Group
268
Bessemer Group
New Jersey
$12K
HIA
269
Harbor Investment Advisory
Maryland
$12K +$7.01K +87 +101%
FHA
270
First Horizon Advisors
Tennessee
$12K +$13.2K +164 +1,093%
CT
271
Caldwell Trust
Florida
$9.66K +$11K +137 New
FMII
272
Farmers & Merchants Investments Inc
Nebraska
$9K
PA
273
Parallel Advisors
California
$9K +$1.69K +21 +21%
BTI
274
Blue Trust Inc
Georgia
$9K +$7.57K +94 New
HI
275
Harbour Investments
Wisconsin
$9K +$10.1K +125 New

CRI Hedge Fund Activity: Q2 2022 in Review

315 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2022, worth a combined $3.1B — down 18% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new CRI positions and 40 closed out — a net gain of 17 holders — while 110 added to existing stakes and 110 trimmed.

The largest buyer was Shapiro Capital Management, adding an estimated $84.6M. The largest seller was Boston Partners, cutting an estimated $48.7M.

  • 315 institutional investors held Carter's (CRI) as of Q2 2022, up from 305 in Q1 2022.
  • Funds reported $3.1B of Carter's stock for Q2 2022, down 18% quarter-over-quarter.
  • 57 funds opened new Carter's positions in Q2 2022 and 40 closed out, a net change of +17 holders.
  • The largest Carter's buyer in Q2 2022 was Shapiro Capital Management, an estimated $84.6M added.
  • The largest Carter's seller in Q2 2022 was Boston Partners, an estimated $48.7M sold.

Based on aggregated 13F filings for Q2 2022.