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
TG
276
TLP Group
Illinois
$445K +$497K +4,271 New
CCP
277
Clough Capital Partners
Massachusetts
$442K +$221K +1,900 +81%
ProShare Advisors
278
ProShare Advisors
Maryland
$440K -$17.2K -148 -3%
BNP Paribas Financial Markets
279
BNP Paribas Financial Markets
France
$433K -$869K -7,471 -64%
AG
280
Advisor Group
Arizona
$426K -$183K -1,578 -28%
PSUF
281
People's United Financial
Connecticut
$419K +$467K +4,019 New
RJFSA
282
Raymond James Financial Services Advisors
Florida
$417K +$465K +3,995 New
CB
283
Cadence Bank
Mississippi
$415K +$48.1K +414 +12%
DDC
284
DF Dent & Co
Maryland
$411K -$74.3K -639 -14%
MYIA
285
Mount Yale Investment Advisors
Colorado
$403K +$450K +3,869 New
Pzena Investment Management
286
Pzena Investment Management
New York
$403K +$450K +3,872 New
AAM
287
Advisors Asset Management
Colorado
$389K +$43.6K +375 +13%
RCM
288
Riverhead Capital Management
Delaware
$382K
SIA
289
Sit Investment Associates
Minnesota
$379K
KeyBank National Association
290
KeyBank National Association
Ohio
$371K -$21K -181 -5%
CB
291
Commerce Bank
Missouri
$371K +$11.6K +100 +3%
GVT
292
Genesee Valley Trust
New York
$365K -$49.7K -427 -12%
HIM
293
Hillsdale Investment Management
Ontario, Canada
$354K +$395K +3,400 New
SCM
294
Shelton Capital Management
Colorado
$348K -$41.7K -359 -10%
MOS
295
MGO One Seven
Ohio
$343K -$42K -361 -10%
AI
296
Atria Investments
North Carolina
$337K -$19.9K -171 -5%
FCM
297
Flinton Capital Management
Pennsylvania
$335K
MWNA
298
Marshall Wace North America
New York
$330K +$369K +3,172 New
CNBT
299
Canandaigua National Bank & Trust
New York
$325K +$363K +3,124 New
Franklin Resources
300
Franklin Resources
California
$324K -$10.1K -87 -3%

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.