Carter's
303 hedge funds and large institutions have $4.29B invested in Carter's in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 28 closing their positions.
71% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 28
11% more capital invested
Capital invested by funds: $3.86B → $4.29B (+$429M)
7% more funds holding
Funds holding: 284 → 303 (+19)
2.27% more ownership
Funds ownership: 102.17% → 104.44% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
9% less call options, than puts
Call options by funds: $7.45M | Put options by funds: $8.15M
12% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$57.1M |
| 2 |
Holocene Advisors
New York
|
+$49.1M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$27.7M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$18.4M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$35.7M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$33.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$30.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$27.1M |
| 5 |
BlackRock
New York
|
-$22.6M |
CRI Hedge Fund Activity: Q4 2020 in Review
303 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2020, worth a combined $4.29B — up 11% from $3.86B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new CRI positions and 28 closed out — a net gain of 20 holders — while 99 added to existing stakes and 113 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $57.1M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $35.7M.
- 303 institutional investors held Carter's (CRI) as of Q4 2020, up from 284 in Q3 2020.
- Funds reported $4.29B of Carter's stock for Q4 2020, up 11% quarter-over-quarter.
- 48 funds opened new Carter's positions in Q4 2020 and 28 closed out, a net change of +20 holders.
- The largest Carter's buyer in Q4 2020 was JP Morgan Chase, an estimated $57.1M added.
- The largest Carter's seller in Q4 2020 was ArrowMark Colorado Holdings, an estimated $35.7M sold.
Based on aggregated 13F filings for Q4 2020.