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Carter's
CRI

302 hedge funds and large institutions have $5.38B invested in Carter's in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $5.7M

83% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 29

20% more capital invested

Capital invested by funds: $4.48B → $5.38B (+$899M)

6% more funds holding

Funds holding: 285 → 302 (+17)

1.13% more ownership

Funds ownership: 110.27% → 111.41% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

21% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 117

Holders
302
Holders Change
+17
Holders Change %
+5.96%
% of All Funds
5.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
53
Increased
92
Reduced
117
Closed
29
Calls
$16.8M
Puts
$5.7M
Net Calls
+$11.1M
Net Calls Change
+$15.9M

Top Buyers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$80.1M
2
Wells Fargo
Wells Fargo
California
+$21.1M
3
Barclays
Barclays
United Kingdom
+$15.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$14.2M
5
Goldman Sachs
Goldman Sachs
New York
+$11.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$62.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$42M
3
VM
Valinor Management
New York
-$23.2M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$22M
5
SSA
Schonfeld Strategic Advisors
New York
-$19M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
276
Cornerstone Advisors (Washington)
Washington
$10K -$1.52K -15 -15%
IRAG
277
Investment Research & Advisory Group
Georgia
$9K +$8.61K +85 New
IA
278
IFP Advisors
Florida
$8K – – –
Kayne Anderson Rudnick Investment Management
279
Kayne Anderson Rudnick Investment Management
California
$8K – – –
PA
280
Parallel Advisors
California
$8K – – –
SIAS
281
Shine Investment Advisory Services
Colorado
$8K – – –
GRP
282
Global Retirement Partners
California
$7K -$1.11K -11 -15%
WB
283
West Bancorporation
Iowa
$6K +$5.77K +57 New
FRA
284
Front Row Advisors
California
$5K – – –
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$4K -$8.1K -80 -70%
CFGS
286
Concourse Financial Group Securities
Alabama
$4K +$2.63K +26 +325%
JSC
287
Jackson Square Capital
California
$4K +$3.54K +35 New
AssetMark Inc
288
AssetMark Inc
California
$3K – – –
HR
289
Howe & Rusling
New York
$3K – – –
SFS
290
Sowell Financial Services
Arkansas
$3K – – –
CI
291
Cordant Inc
Oregon
$3K +$2.43K +24 New
Bessemer Group
292
Bessemer Group
New Jersey
$3K +$3.14K +31 New
EARNEST Partners
293
EARNEST Partners
Georgia
$2K – – –
HGWM
294
Harvest Group Wealth Management
Massachusetts
$2K – – –
TI
295
tru Independence
Oregon
$2K +$1.72K +17 New
SF
296
Synovus Financial
Georgia
$2K +$1.82K +18 New
SL
297
Savior LLC
Massachusetts
$2K +$2.23K +22 New
SMFS
298
Squar Milner Financial Services
California
$2K +$2.33K +23 New
APA
299
American Portfolios Advisors
New York
$1.75K – – –
KPW
300
Kore Private Wealth
New York
$1K +$1.11K +11 New
10 11
12
13 14

CRI Hedge Fund Activity: Q4 2019 in Review

302 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2019, worth a combined $5.38B — up 20% from $4.48B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new CRI positions and 29 closed out — a net gain of 24 holders — while 92 added to existing stakes and 117 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $80.1M. The largest seller was Wellington Management Group, cutting an estimated $62.9M.

  • 302 institutional investors held Carter's (CRI) as of Q4 2019, up from 285 in Q3 2019.
  • Funds reported $5.38B of Carter's stock for Q4 2019, up 20% quarter-over-quarter.
  • 53 funds opened new Carter's positions in Q4 2019 and 29 closed out, a net change of +24 holders.
  • The largest Carter's buyer in Q4 2019 was Westfield Capital Management, an estimated $80.1M added.
  • The largest Carter's seller in Q4 2019 was Wellington Management Group, an estimated $62.9M sold.

Based on aggregated 13F filings for Q4 2019.