Carter's
351 hedge funds and large institutions have $5.4B invested in Carter's in 2017 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 112 increasing their positions, 121 reducing their positions, and 35 closing their positions.
100% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 35
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
14% more capital invested
Capital invested by funds: $4.74B → $5.4B (+$666M)
9% more funds holding
Funds holding: 321 → 351 (+30)
7% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 121
2.88% less ownership
Funds ownership: 100.34% → 97.46% (-2.9%)
26% less call options, than puts
Call options by funds: $5.76M | Put options by funds: $7.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$54.9M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$43.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$40.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$20M |
| 5 |
SAM
Scopus Asset Management
New York
|
+$19.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$156M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$81.7M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$54.1M |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$29.7M |
| 5 |
IP
Interval Partners
New York
|
-$29.6M |
CRI Hedge Fund Activity: Q4 2017 in Review
351 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2017, worth a combined $5.4B — up 14% from $4.74B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new CRI positions and 35 closed out — a net gain of 35 holders — while 112 added to existing stakes and 121 trimmed.
The largest buyer was Millennium Management, adding an estimated $54.9M. The largest seller was Lazard Asset Management, cutting an estimated $156M.
- 351 institutional investors held Carter's (CRI) as of Q4 2017, up from 321 in Q3 2017.
- Funds reported $5.4B of Carter's stock for Q4 2017, up 14% quarter-over-quarter.
- 70 funds opened new Carter's positions in Q4 2017 and 35 closed out, a net change of +35 holders.
- The largest Carter's buyer in Q4 2017 was Millennium Management, an estimated $54.9M added.
- The largest Carter's seller in Q4 2017 was Lazard Asset Management, an estimated $156M sold.
Based on aggregated 13F filings for Q4 2017.