Carter's
320 hedge funds and large institutions have $4.7B invested in Carter's in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 105 increasing their positions, 119 reducing their positions, and 47 closing their positions.
65% more call options, than puts
Call options by funds: $12.5M | Put options by funds: $7.59M
26% more capital invested
Capital invested by funds: $3.74B → $4.7B (+$962M)
19% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 47
2% more funds holding
Funds holding: 313 → 320 (+7)
1.42% more ownership
Funds ownership: 101.39% → 102.81% (+1.4%)
12% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 119
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$110M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$40.8M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$25.3M |
| 4 |
Lazard Asset Management
New York
|
+$21.6M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$18.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$67M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$56.9M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$30.3M |
| 4 |
Millennium Management
New York
|
-$25.4M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
-$22.2M |
CRI Hedge Fund Activity: Q1 2019 in Review
320 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2019, worth a combined $4.7B — up 26% from $3.74B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new CRI positions and 47 closed out — a net gain of 9 holders — while 105 added to existing stakes and 119 trimmed.
The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $110M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $67M.
- 320 institutional investors held Carter's (CRI) as of Q1 2019, up from 313 in Q4 2018.
- Funds reported $4.7B of Carter's stock for Q1 2019, up 26% quarter-over-quarter.
- 56 funds opened new Carter's positions in Q1 2019 and 47 closed out, a net change of +9 holders.
- The largest Carter's buyer in Q1 2019 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $110M added.
- The largest Carter's seller in Q1 2019 was ArrowMark Colorado Holdings, an estimated $67M sold.
Based on aggregated 13F filings for Q1 2019.