We are live on ! Find out more
CRI icon

Carter's

384 hedge funds and large institutions have $4.82B invested in Carter's in 2018 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 137 increasing their positions, 115 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

19% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 115

9% more funds holding

Funds holding: 351384 (+33)

1.23% more ownership

Funds ownership: 97.46%98.69% (+1.2%)

11% less capital invested

Capital invested by funds: $5.4B → $4.82B (-$586M)

24% less call options, than puts

Call options by funds: $10.4M | Put options by funds: $13.7M

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
384
Holders Change
+33
Holders Change %
+9.4%
% of All Funds
8.8%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
80
Increased
137
Reduced
115
Closed
42
Calls
$10.4M
Puts
$13.7M
Net Calls
-$3.33M
Net Calls Change
-$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
AR
401
Advisory Research
Illinois
-$667K -5,678 Closed
FRM
402
Fox Run Management
Connecticut
-$648K -5,515 Closed
DT
403
Diversified Trust
Tennessee
-$642K -5,465 Closed
6M
404
6 Meridian
Kansas
-$578K -4,919 Closed
Jane Street
405
Jane Street
New York
-$517K -4,401 Closed
HW
406
Hancock Whitney
Mississippi
-$494K -4,204 Closed
CIBC Asset Management
407
CIBC Asset Management
Ontario, Canada
-$462K -3,931 Closed
DCM
408
Driehaus Capital Management
Illinois
-$412K -3,505 Closed
QC
409
QCM Cayman
Texas
-$374K -3,180 Closed
FFA
410
First Foundation Advisors
California
-$372K -3,168 Closed
Brown Advisory
411
Brown Advisory
Maryland
-$249K -2,123 Closed
IAM
412
Integre Asset Management
New York
-$218K -1,859 Closed
HFS
413
HL Financial Services
Kentucky
-$210K -1,785 Closed
CI
414
Cigna Investments
Connecticut
-$206K -1,756 Closed
SAM
415
Symphony Asset Management
California
-$203K -1,721 Closed
BA
416
Boston Advisors
Massachusetts
-$202K -1,720 Closed
FP
417
Foundry Partners
Minnesota
-$200K -1,704 Closed
CA
418
Calton & Associates
Florida
-$63K -524 Closed
DCM
419
Delpha Capital Management
New York
-$28K -235 Closed
RFWA
420
RPg Family Wealth Advisory
Massachusetts
-$25.6K -218 Closed
TC
421
Telemus Capital
Michigan
-$19K -165 Closed
ST
422
Smithfield Trust
Pennsylvania
-$11K -96 Closed
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
-$4.88K -42 -91%
WA
424
Winfield Associates
Ohio
-$5K -40 Closed
STA
425
Summit Trail Advisors
New York
-$5K -38 Closed

CRI Hedge Fund Activity: Q1 2018 in Review

384 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2018, worth a combined $4.82B — down 11% from $5.4B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new CRI positions and 42 closed out — a net gain of 38 holders — while 137 added to existing stakes and 115 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $53.9M. The largest seller was Lazard Asset Management, cutting an estimated $223M.

  • 384 institutional investors held Carter's (CRI) as of Q1 2018, up from 351 in Q4 2017.
  • Funds reported $4.82B of Carter's stock for Q1 2018, down 11% quarter-over-quarter.
  • 80 funds opened new Carter's positions in Q1 2018 and 42 closed out, a net change of +38 holders.
  • The largest Carter's buyer in Q1 2018 was Acadian Asset Management, an estimated $53.9M added.
  • The largest Carter's seller in Q1 2018 was Lazard Asset Management, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2018.