We are live on ! Find out more
CRI icon

Carter's

276 hedge funds and large institutions have $3.2B invested in Carter's in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 103 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.82% less ownership

Funds ownership: 111.41%110.59% (-0.82%)

9% less funds holding

Funds holding: 302276 (-26)

14% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 103

22% less call options, than puts

Call options by funds: $4.21M | Put options by funds: $5.38M

39% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 61

40% less capital invested

Capital invested by funds: $5.38B → $3.2B (-$2.18B)

Holders
276
Holders Change
-26
Holders Change %
-8.61%
% of All Funds
6.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
89
Reduced
103
Closed
61
Calls
$4.21M
Puts
$5.38M
Net Calls
-$1.17M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$29.3M -$9.9M -102,875 -19%
PCM
27
Polaris Capital Management
Massachusetts
$27.7M +$260K +2,700 +0.6%
AAMU
28
Amundi Asset Management US
Massachusetts
$25.9M -$35.3K -367 -0.1%
Northern Trust
29
Northern Trust
Illinois
$24M +$1.33M +13,800 +4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$23.9M -$2.3M -23,903 -6%
Citadel Advisors
31
Citadel Advisors
Florida
$22.7M +$32.6M +339,151 +5,840%
GT
32
Glenmede Trust
Pennsylvania
$22.5M
Charles Schwab
33
Charles Schwab
California
$21.8M +$876K +9,105 +3%
GKIM
34
GW&K Investment Management
Massachusetts
$18.1M +$1.43M +14,889 +6%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$16.2M +$47.9K +498 +0.2%
HCM
36
Hahn Capital Management
California
$15.4M +$183K +1,898 +0.8%
AC
37
Armistice Capital
New York
$14.1M +$20.7M +215,000 New
Wells Fargo
38
Wells Fargo
California
$13.5M -$23.1M -239,738 -54%
DRZID
39
DePrince Race & Zollo Inc (DRZ)
Florida
$12.6M -$2.01M -20,863 -10%
WHG
40
Westwood Holdings Group
Texas
$10.9M +$2.27M +23,541 +17%
PTC
41
Petrus Trust Company
Texas
$10.8M +$4.72M +49,000 +43%
Goldman Sachs
42
Goldman Sachs
New York
$9.87M -$11.5M -119,651 -44%
BTW
43
Boston Trust Walden
Massachusetts
$9.73M +$339K +3,519 +2%
AR
44
Advisory Research
Illinois
$9.59M +$14M +145,965 New
Principal Financial Group
45
Principal Financial Group
Iowa
$9.56M -$5.6M -58,214 -29%
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
$9.44M -$29.4K -305 -0.2%
SEI Investments
47
SEI Investments
Pennsylvania
$9.21M +$759K +7,883 +6%
RP
48
Reinhart Partners
Wisconsin
$9.02M +$3.11M +32,288 +31%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9M -$7.36M -76,513 -36%
ZIG
50
Zuckerman Investment Group
Illinois
$8.83M +$6.27M +65,200 +94%

CRI Hedge Fund Activity: Q1 2020 in Review

276 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2020, worth a combined $3.2B — down 40% from $5.38B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of CRI and 37 opened new positions — a net loss of 24 holders — while 103 trimmed existing stakes and 89 added.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $113M. The largest seller was Valinor Management, exiting entirely with an estimated $34.4M sold.

  • 276 institutional investors held Carter's (CRI) as of Q1 2020, down from 302 in Q4 2019.
  • Funds reported $3.2B of Carter's stock for Q1 2020, down 40% quarter-over-quarter.
  • 37 funds opened new Carter's positions in Q1 2020 and 61 closed out, a net change of -24 holders.
  • The largest Carter's buyer in Q1 2020 was Shapiro Capital Management, an estimated $113M added.
  • The largest Carter's seller in Q1 2020 was Valinor Management, an estimated $34.4M sold.

Based on aggregated 13F filings for Q1 2020.