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Carter's
CRI

299 hedge funds and large institutions have $2.81B invested in Carter's in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 129 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.51% more ownership

Funds ownership: 109.3% → 109.8% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less funds holding

Funds holding: 315 → 299 (-16)

9% less capital invested

Capital invested by funds: $3.1B → $2.81B (-$290M)

14% less call options, than puts

Call options by funds: $5.37M | Put options by funds: $6.27M

19% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 129

33% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 42

Holders
299
Holders Change
-16
Holders Change %
-5.08%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
104
Reduced
129
Closed
42
Calls
$5.37M
Puts
$6.27M
Net Calls
-$898K
Net Calls Change
-$2.52M

Top Buyers

Rank Fund Capital Flow
1
SCM
Shapiro Capital Management
Georgia
+$39.2M
2
RA
Royce & Associates
New York
+$21.6M
3
Morgan Stanley
Morgan Stanley
New York
+$18.2M
4
LSV Asset Management
LSV Asset Management
Illinois
+$16.1M
5
GKIM
GW&K Investment Management
Massachusetts
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$40.3M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$31.7M
3
CCM
Candlestick Capital Management
Connecticut
-$30M
4
Ameriprise
Ameriprise
Minnesota
-$28.5M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$27.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
326
Cambridge Trust
Massachusetts
– -$2K -23 Closed
S
327
Surevest
California
– -$1K -20 Closed
CWP
328
Concord Wealth Partners
Virginia
– -$1K -19 Closed
APA
329
American Portfolios Advisors
New York
– -$1.13K -16 Closed
CAL
330
Capital Advisors Ltd
Ohio
– -$1K -10 Closed
DFCM
331
Dark Forest Capital Management
Puerto Rico
– -$1K -10 Closed
PMFA
332
Plante Moran Financial Advisors
Michigan
– -$1K -10 Closed
Jones Financial Companies
333
Jones Financial Companies
Missouri
– -$1K -8 Closed
SWM
334
Spire Wealth Management
Virginia
– -$1K -8 Closed
GWS
335
Glassman Wealth Services
Virginia
– -$306 -4 -57%
DI
336
Disciplined Investments
Oklahoma
– -$230 -3 -38%
AF
337
Allworth Financial
California
– +$153 +2 +100%
TWA
338
TCI Wealth Advisors
Arizona
– +$230 +3 New
MA
339
MUFG Americas
New York
– +$383 +5 New
SIC
340
SJS Investment Consulting
Ohio
– +$459 +6 New
10 11 12 13
14

CRI Hedge Fund Activity: Q3 2022 in Review

299 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q3 2022, worth a combined $2.81B — down 9.4% from $3.1B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of CRI and 28 opened new positions — a net loss of 14 holders — while 129 trimmed existing stakes and 104 added.

The largest buyer was Shapiro Capital Management, adding an estimated $39.2M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $40.3M.

  • 299 institutional investors held Carter's (CRI) as of Q3 2022, down from 315 in Q2 2022.
  • Funds reported $2.81B of Carter's stock for Q3 2022, down 9.4% quarter-over-quarter.
  • 28 funds opened new Carter's positions in Q3 2022 and 42 closed out, a net change of -14 holders.
  • The largest Carter's buyer in Q3 2022 was Shapiro Capital Management, an estimated $39.2M added.
  • The largest Carter's seller in Q3 2022 was ArrowMark Colorado Holdings, an estimated $40.3M sold.

Based on aggregated 13F filings for Q3 2022.