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Carter's

329 hedge funds and large institutions have $2.65B invested in Carter's in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 113

7.08% more ownership

Funds ownership: 110%117.08% (+7.1%)

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0% less funds holding

Funds holding: 330329 (-1)

22% less capital invested

Capital invested by funds: $3.4B → $2.65B (-$749M)

24% less call options, than puts

Call options by funds: $9.23M | Put options by funds: $12.2M

Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
125
Reduced
113
Closed
57
Calls
$9.23M
Puts
$12.2M
Net Calls
-$2.94M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Continuum Advisory
Idaho
$1.67K
PTC
302
Private Trust Company
Ohio
$1.55K
PGAM
303
Princeton Global Asset Management
New Jersey
$1.49K +$1.67K +24 New
JWA
304
JFS Wealth Advisors
Pennsylvania
$1.43K -$347 -5 -18%
QL
305
Quarry LP
New York
$1.3K -$18K -259 -93%
CPG
306
Cornerstone Planning Group
New Jersey
$1.25K +$1.46K +21 New
PWMG
307
Private Wealth Management Group
New Jersey
$1.18K +$1.32K +19 New
Lazard Asset Management
308
Lazard Asset Management
New York
$1K -$120K -1,731 -99%
HFS
309
Hantz Financial Services
Michigan
$1K -$1.95K -28 -62%
CFO
310
CVA Family Office
Colorado
$992 +$1.11K +16 New
IC
311
Innealta Capital
Texas
$992 +$1.11K +16 New
GRP
312
Global Retirement Partners
California
$930 -$486 -7 -32%
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$930
SAM
314
Smartleaf Asset Management
Massachusetts
$806 +$556 +8 +160%
SIC
315
SJS Investment Consulting
Ohio
$682
BGAI
316
Bruce G. Allen Investments
Colorado
$620 +$417 +6 +150%
FNWA
317
Financial Network Wealth Advisors
Utah
$620 +$694 +10 New
WWP
318
WR Wealth Planners
Missouri
$558 +$347 +5 +125%
EWA
319
EverSource Wealth Advisors
Alabama
$484 -$4.51K -65 -89%
PWA
320
Provenance Wealth Advisors
Florida
$434
FFA
321
Farther Finance Advisors
California
$428 -$2.5K -36 -84%
JFGIW
322
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$372 -$342K -4,930 -100%
Jones Financial Companies
323
Jones Financial Companies
Missouri
$314 +$347 +5 New
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$310 +$69 +1 +25%
JFA
325
JNBA Financial Advisors
Minnesota
$310 +$347 +5 New

CRI Hedge Fund Activity: Q2 2024 in Review

329 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2024, worth a combined $2.65B — down 22% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CRI positions and 57 closed out — a net gain of 2 holders — while 125 added to existing stakes and 113 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $35.9M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $53.1M sold.

  • 329 institutional investors held Carter's (CRI) as of Q2 2024, down from 330 in Q1 2024.
  • Funds reported $2.65B of Carter's stock for Q2 2024, down 22% quarter-over-quarter.
  • 59 funds opened new Carter's positions in Q2 2024 and 57 closed out, a net change of +2 holders.
  • The largest Carter's buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $35.9M added.
  • The largest Carter's seller in Q2 2024 was Cooper Creek Partners Management, an estimated $53.1M sold.

Based on aggregated 13F filings for Q2 2024.