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.
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)
Top Buyers
| 1 |
BlackRock
New York
|
+$345M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$51.3M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$46.5M |
| 4 |
Millennium Management
New York
|
+$41M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$30.1M |
Top Sellers
| 1 |
HP
Hound Partners
New York
|
-$141M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$82.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$65.9M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$55.4M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$30.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Nomura Asset Management
Tokyo,
Japan
| – | -$14K | -160 | Closed |
|
|
PMFA
377
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$7K | -85 | Closed |
|
378
EARNEST Partners
Atlanta,
Georgia
| – | -$1K | -16 | Closed |
|
|
WTB
379
Washington Trust Bank
Spokane,
Washington
| – | -$1K | -6 | Closed |
|
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.