Carter's
302 hedge funds and large institutions have $5.38B invested in Carter's in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 92 increasing their positions, 117 reducing their positions, and 29 closing their positions.
196% more call options, than puts
Call options by funds: $16.8M | Put options by funds: $5.7M
83% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 29
20% more capital invested
Capital invested by funds: $4.48B → $5.38B (+$899M)
6% more funds holding
Funds holding: 285 → 302 (+17)
1.13% more ownership
Funds ownership: 110.27% → 111.41% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
21% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 117
Top Buyers
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
+$80.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$21.1M |
| 3 |
Barclays
London,
United Kingdom
|
+$15.9M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$14.2M |
| 5 |
Goldman Sachs
New York
|
+$11.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Simplex Trading
Chicago,
Illinois
| – | -$32K | -316 | Closed |
|
|
PHK
327
Point72 Hong Kong
Hong Kong
| – | -$27K | -293 | Closed |
|
|
CFG
328
Citizens Financial Group
Providence,
Rhode Island
| – | -$5K | -51 | Closed |
|
|
AIL
329
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$4K | -44 | Closed |
|
|
OPS
330
Orion Portfolio Solutions
Omaha,
Nebraska
| – | +$405 | +4 | New |
|
CRI Hedge Fund Activity: Q4 2019 in Review
302 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2019, worth a combined $5.38B — up 20% from $4.48B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new CRI positions and 29 closed out — a net gain of 24 holders — while 92 added to existing stakes and 117 trimmed.
The largest buyer was Westfield Capital Management, opening a new position worth an estimated $80.1M. The largest seller was Wellington Management Group, cutting an estimated $62.9M.
- 302 institutional investors held Carter's (CRI) as of Q4 2019, up from 285 in Q3 2019.
- Funds reported $5.38B of Carter's stock for Q4 2019, up 20% quarter-over-quarter.
- 53 funds opened new Carter's positions in Q4 2019 and 29 closed out, a net change of +24 holders.
- The largest Carter's buyer in Q4 2019 was Westfield Capital Management, an estimated $80.1M added.
- The largest Carter's seller in Q4 2019 was Wellington Management Group, an estimated $62.9M sold.
Based on aggregated 13F filings for Q4 2019.