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Carter's
CRI

336 hedge funds and large institutions have $4.29B invested in Carter's in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 142 increasing their positions, 97 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $7.28M

46% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 97

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

6% more capital invested

Capital invested by funds: $4.05B → $4.29B (+$246M)

3.6% more ownership

Funds ownership: 94.92% → 98.52% (+3.6%)

2% more funds holding

Funds holding: 329 → 336 (+7)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
336
Holders Change
+7
Holders Change %
+2.13%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
58
Increased
142
Reduced
97
Closed
43
Calls
$12.9M
Puts
$7.28M
Net Calls
+$5.63M
Net Calls Change
+$7.08M

Top Buyers

1
BlackRock
BlackRock
New York
+$345M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$51.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$46.5M
4
Millennium Management
Millennium Management
New York
+$41M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$30.1M

Top Sellers

1
HP
Hound Partners
New York
-$141M
2
Citadel Advisors
Citadel Advisors
Florida
-$82.7M
3
American Century Companies
American Century Companies
Missouri
-$65.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$55.4M
5
JHIU
Janus Henderson Investors US
Colorado
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
326
QCI Asset Management
New York
$3K – – –
VCM
327
Versant Capital Management
Arizona
$3K – – –
SPIA
328
Steward Partners Investment Advisory
New York
$3K +$3.27K +38 New
HR
329
Howe & Rusling
New York
$2K -$259 -3 -12%
AssetMark Inc
330
AssetMark Inc
California
$2K – – –
BIG
331
Bellwether Investment Group
Tennessee
$2K – – –
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
QI
333
QS Investors
New York
$2K +$689 +8 +44%
HT
334
Heritage Trust
Oklahoma
$1K +$862 +10 New
SM
335
Sciencast Management
New Jersey
$756 +$423K +4,906 +140%
GVT
336
Genesee Valley Trust
New York
$323 +$15.2K +176 +5%
American Century Companies
337
American Century Companies
Missouri
– -$65.9M -763,082 Closed
Point72 Asset Management
338
Point72 Asset Management
Connecticut
– -$20.4M -236,092 Closed
Marshall Wace
339
Marshall Wace
United Kingdom
– -$18.3M -212,276 Closed
MCM
340
Melvin Capital Management
New York
– -$17.3M -200,000 Closed
SCA
341
Southpoint Capital Advisors
New York
– -$17.3M -200,000 Closed
CWM
342
CIBC World Markets
New York
– -$13M -151,000 Closed
JGGDR
343
JGP Global Gestao de Recursos
Brazil
– -$12.3M -142,391 Closed
TPCM
344
Three Peaks Capital Management
Colorado
– -$9.62M -111,338 Closed
SC
345
Samlyn Capital
New York
– -$8.1M -93,775 Closed
Alkeon Capital Management
346
Alkeon Capital Management
New York
– -$4.93M -57,091 Closed
Alyeska Investment Group
347
Alyeska Investment Group
Illinois
– -$4.75M -55,000 Closed
RIM
348
Rainier Investment Management
Washington
– -$4.52M -52,260 Closed
OCA
349
Otter Creek Advisors
Florida
– -$4.24M -49,077 Closed
WCM
350
Woodson Capital Management
Connecticut
– -$3.11M -36,000 Closed
12 13
14
15 16

CRI Hedge Fund Activity: Q1 2017 in Review

336 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2017, worth a combined $4.29B — up 6.1% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CRI positions and 43 closed out — a net gain of 15 holders — while 142 added to existing stakes and 97 trimmed.

The largest buyer was BlackRock, adding an estimated $345M. The largest seller was Hound Partners, cutting an estimated $141M.

  • 336 institutional investors held Carter's (CRI) as of Q1 2017, up from 329 in Q4 2016.
  • Funds reported $4.29B of Carter's stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 58 funds opened new Carter's positions in Q1 2017 and 43 closed out, a net change of +15 holders.
  • The largest Carter's buyer in Q1 2017 was BlackRock, an estimated $345M added.
  • The largest Carter's seller in Q1 2017 was Hound Partners, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2017.