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Carter's
CRI

Overview Fund Activity

330 hedge funds and large institutions have $3.4B invested in Carter's in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 122 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
4.78%
Holding in Top 10
–
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-100%
% of All Funds
–
New
54
Increased
114
Reduced
122
Closed
43
Calls
$21.1M
Puts
$10.9M
Net Calls
+$10.2M
Net Calls Change
+$7.02M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$319M
2
WA
Wasatch Advisors
Utah
$45M
3
First Trust Advisors
First Trust Advisors
Illinois
$61.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$44.2M
5
Charles Schwab
Charles Schwab
California
$95.1M

Top Sellers

1
SCM
Shapiro Capital Management
Georgia
$70.8M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
$27.4M
3
Morgan Stanley
Morgan Stanley
New York
$42.7M
4
Harris Associates
Harris Associates
Illinois
$112M
5
RP
Reinhart Partners
Wisconsin
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
301
NewEdge Advisors
Louisiana
$6.99K -$1.77K -21 -20%
EWA
302
EverSource Wealth Advisors
Alabama
$4.99K +$4.99K +73 New
PS
303
Principal Securities
Iowa
$4.83K -$593 -7 -11%
HFS
304
Hantz Financial Services
Michigan
$4K -$2.84K -32 -42%
FRA
305
Front Row Advisors
California
$3.85K +$3.85K +45 New
FFA
306
Farther Finance Advisors
California
$3.68K – – –
QC
307
Quent Capital
New York
$3.56K -$1.69K -20 -32%
LC
308
Lindbrook Capital
California
$2.96K – – –
MG
309
Mather Group
Illinois
$2.62K +$2.62K +35 New
APW
310
Atlantic Private Wealth
North Carolina
$2.46K – – –
JWA
311
JFS Wealth Advisors
Pennsylvania
$2.37K – – –
AF
312
Allworth Financial
California
$2.12K -$169 -2 -7%
PTC
313
Private Trust Company
Ohio
$2.12K -$423 -5 -17%
BFEC
314
Benjamin F. Edwards & Company
Missouri
$2K +$2K +29 New
HCP
315
Hexagon Capital Partners
Arkansas
$1.95K +$1.1K +13 +130%
CA
316
Continuum Advisory
Idaho
$1.88K +$1.88K +27 New
GRP
317
Global Retirement Partners
California
$1.86K – – –
RAM
318
Riggs Asset Management
Pennsylvania
$1.53K +$1.53K +18 New
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$1.27K -$169 -2 -12%
UB
320
UMB Bank
Missouri
$1.27K +$1.27K +15 New
SIC
321
SJS Investment Consulting
Ohio
$932 – – –
AF
322
Advisornet Financial
Minnesota
$847 -$85 -1 -9%
SWM
323
Spire Wealth Management
Virginia
$847 – – –
PWA
324
Provenance Wealth Advisors
Florida
$593 – – –
GI
325
Gradient Investments
Minnesota
$508 – – –
11 12
13
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