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Carter's

367 hedge funds and large institutions have $4.85B invested in Carter's in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 132 increasing their positions, 142 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

1% more capital invested

Capital invested by funds: $4.82B → $4.85B (+$28.4M)

4% less call options, than puts

Call options by funds: $51M | Put options by funds: $53.1M

7% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 142

2.31% less ownership

Funds ownership: 98.69%96.38% (-2.3%)

4% less funds holding

Funds holding: 384367 (-17)

24% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 58

Holders
367
Holders Change
-17
Holders Change %
-4.43%
% of All Funds
8.4%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
44
Increased
132
Reduced
142
Closed
58
Calls
$51M
Puts
$53.1M
Net Calls
-$2.05M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
326
Assured Investment Management
New York
$40K -$2.6M -24,214 -99%
EIP
327
Epoch Investment Partners
New York
$35.3K +$4.58M +42,611 +15%
HNB
328
Huntington National Bank
Ohio
$35K -$3.66K -34 -9%
TF
329
Tompkins Financial
New York
$30K
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.6K +$1.4K +13 +5%
MA
331
MUFG Americas
New York
$28K
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$25K
S
333
SignatureFD
Georgia
$25K +$7.63K +71 +44%
QCG
334
Quadrant Capital Group
Ohio
$24K
SPIA
335
Steward Partners Investment Advisory
New York
$23K
MCA
336
Mercer Capital Advisers
New Jersey
$22K
GAM
337
Gemmer Asset Management
California
$19K
IA
338
IFP Advisors
Florida
$18K -$10.1K -94 -36%
OIA
339
OneDigital Investment Advisors
Kansas
$18K
SIAS
340
Shine Investment Advisory Services
Colorado
$17K +$9.25K +86 +115%
RE
341
RBC Europe
United Kingdom
$15.9K
PA
342
Parallel Advisors
California
$15K
ClearBridge Investments
343
ClearBridge Investments
New York
$13K -$215 -2 -2%
SMFS
344
Squar Milner Financial Services
California
$12K +$11.9K +111 New
CAW
345
Cornerstone Advisors (Washington)
Washington
$11K
FIB
346
First Interstate Bank
Montana
$11K
JA
347
JOYN Advisors
Georgia
$10K -$29.4K -273 -75%
PCP
348
Proficio Capital Partners
Massachusetts
$10K
AssetMark Inc
349
AssetMark Inc
California
$10K +$753 +7 +9%
LF
350
Lee Financial
Texas
$9K

CRI Hedge Fund Activity: Q2 2018 in Review

367 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2018, worth a combined $4.85B — up 0.59% from $4.82B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of CRI and 44 opened new positions — a net loss of 14 holders — while 142 trimmed existing stakes and 132 added.

The largest buyer was Goldman Sachs, adding an estimated $72.8M. The largest seller was Darsana Capital Partners, exiting entirely with an estimated $78M sold.

  • 367 institutional investors held Carter's (CRI) as of Q2 2018, down from 384 in Q1 2018.
  • Funds reported $4.85B of Carter's stock for Q2 2018, up 0.59% quarter-over-quarter.
  • 44 funds opened new Carter's positions in Q2 2018 and 58 closed out, a net change of -14 holders.
  • The largest Carter's buyer in Q2 2018 was Goldman Sachs, an estimated $72.8M added.
  • The largest Carter's seller in Q2 2018 was Darsana Capital Partners, an estimated $78M sold.

Based on aggregated 13F filings for Q2 2018.