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Carter's

305 hedge funds and large institutions have $4.64B invested in Carter's in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 93 increasing their positions, 129 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $9.98M | Put options by funds: $8.41M

2.68% more ownership

Funds ownership: 102.81%105.49% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $4.7B → $4.64B (-$60.1M)

5% less funds holding

Funds holding: 320305 (-15)

18% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 51

28% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 129

Holders
305
Holders Change
-15
Holders Change %
-4.69%
% of All Funds
6.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
42
Increased
93
Reduced
129
Closed
51
Calls
$9.98M
Puts
$8.41M
Net Calls
+$1.57M
Net Calls Change
-$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
276
Lee Financial
Texas
$10K
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$10K
CAW
278
Cornerstone Advisors (Washington)
Washington
$10K +$1.46K +15 +17%
AIL
279
AGF Investments LLC
Ontario, Canada
$9K
CIA
280
CSat Investment Advisory
Michigan
$8K +$7.79K +80 New
GRP
281
Global Retirement Partners
California
$7K
PA
282
Parallel Advisors
California
$7K
SIAS
283
Shine Investment Advisory Services
Colorado
$7K
Kayne Anderson Rudnick Investment Management
284
Kayne Anderson Rudnick Investment Management
California
$7K +$7.01K +72 New
First Manhattan
285
First Manhattan
New York
$6K
CFG
286
Citizens Financial Group
Rhode Island
$5K
FRA
287
Front Row Advisors
California
$5K
LWCFA
288
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$4.97K +51 New
NCM
289
Next Capital Management
New York
$5K +$5.16K +53 New
CFGS
290
Concourse Financial Group Securities
Alabama
$3K -$17.2K -177 -84%
HR
291
Howe & Rusling
New York
$3K -$195 -2 -7%
SIM
292
Sonora Investment Management
Arizona
$3K +$3.12K +32 New
SMFS
293
Squar Milner Financial Services
California
$2K -$2.04K -21 -48%
AssetMark Inc
294
AssetMark Inc
California
$2K
EARNEST Partners
295
EARNEST Partners
Georgia
$2K
RCAG
296
Rehmann Capital Advisory Group
Michigan
$1.66K -$1.46K -15 -47%
LC
297
Lindbrook Capital
California
$1K
PFBT
298
Parkside Financial Bank & Trust
Missouri
$1K
AF
299
Advisornet Financial
Minnesota
$1K +$584 +6 New
AOWM
300
Alpha Omega Wealth Management
Virginia
$1K +$1.27K +13 New

CRI Hedge Fund Activity: Q2 2019 in Review

305 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2019, worth a combined $4.64B — down 1.3% from $4.7B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of CRI and 42 opened new positions — a net loss of 9 holders — while 129 trimmed existing stakes and 93 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $174M. The largest seller was Janus Henderson Group, cutting an estimated $101M.

  • 305 institutional investors held Carter's (CRI) as of Q2 2019, down from 320 in Q1 2019.
  • Funds reported $4.64B of Carter's stock for Q2 2019, down 1.3% quarter-over-quarter.
  • 42 funds opened new Carter's positions in Q2 2019 and 51 closed out, a net change of -9 holders.
  • The largest Carter's buyer in Q2 2019 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $174M added.
  • The largest Carter's seller in Q2 2019 was Janus Henderson Group, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2019.