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Carter's
CRI

302 hedge funds and large institutions have $3.63B invested in Carter's in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 90 increasing their positions, 121 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 33

19% more call options, than puts

Call options by funds: $9.52M | Put options by funds: $8.03M

13% more capital invested

Capital invested by funds: $3.2B → $3.63B (+$430M)

9% more funds holding

Funds holding: 276 → 302 (+26)

7.58% less ownership

Funds ownership: 110.59% → 103.02% (-7.6%)

26% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 121

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
302
Holders Change
+26
Holders Change %
+9.42%
% of All Funds
6.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
60
Increased
90
Reduced
121
Closed
33
Calls
$9.52M
Puts
$8.03M
Net Calls
+$1.5M
Net Calls Change
+$2.66M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$30.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.3M
4
LSV Asset Management
LSV Asset Management
Illinois
+$27.6M
5
SAM
Silvercrest Asset Management
New York
+$15.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$232M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$59.3M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$53.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$40.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$27.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAMU
26
Amundi Asset Management US
Massachusetts
$31.1M -$2.06M -25,916 -6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$30.6M +$1.23M +15,435 +4%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$30.1M +$29.7M +373,285 New
Northern Trust
29
Northern Trust
Illinois
$28.7M -$745K -9,361 -3%
Charles Schwab
30
Charles Schwab
California
$27.3M +$556K +6,981 +2%
BTW
31
Boston Trust Walden
Massachusetts
$25M +$12.9M +162,240 +110%
GKIM
32
GW&K Investment Management
Massachusetts
$22.4M +$111K +1,392 +0.5%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$20.8M -$24.1M -303,026 -54%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$19.9M +$3.02K +38 +0%
AQR Capital Management
35
AQR Capital Management
Connecticut
$19.8M -$15.8M -197,999 -44%
HCM
36
Hahn Capital Management
California
$18M -$828K -10,400 -4%
GT
37
Glenmede Trust
Pennsylvania
$17.9M +$1.26M +15,860 +8%
WHG
38
Westwood Holdings Group
Texas
$16.5M +$3.07M +38,557 +23%
Wells Fargo
39
Wells Fargo
California
$16.5M -$78.6K -988 -0.5%
SCM
40
Smead Capital Management
Arizona
$15.5M +$15.3M +192,504 New
DRZID
41
DePrince Race & Zollo Inc (DRZ)
Florida
$15.2M -$225K -2,832 -1%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$13.4M +$13.2M +165,438 New
PTC
43
Petrus Trust Company
Texas
$13.2M – – –
RP
44
Reinhart Partners
Wisconsin
$12.7M +$1.56M +19,605 +14%
MCM
45
Moore Capital Management
New York
$12.3M +$12.2M +152,916 New
Goldman Sachs
46
Goldman Sachs
New York
$12.3M +$203K +2,553 +2%
Principal Financial Group
47
Principal Financial Group
Iowa
$12.1M +$345K +4,329 +3%
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$11.5M -$86.6K -1,088 -0.8%
SEI Investments
49
SEI Investments
Pennsylvania
$11.4M +$63.1K +793 +0.6%
Holocene Advisors
50
Holocene Advisors
New York
$11M +$9.3M +116,872 +606%
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CRI Hedge Fund Activity: Q2 2020 in Review

302 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2020, worth a combined $3.63B — up 13% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CRI positions and 33 closed out — a net gain of 27 holders — while 90 added to existing stakes and 121 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $30.1M. The largest seller was Victory Capital Management, cutting an estimated $232M.

  • 302 institutional investors held Carter's (CRI) as of Q2 2020, up from 276 in Q1 2020.
  • Funds reported $3.63B of Carter's stock for Q2 2020, up 13% quarter-over-quarter.
  • 60 funds opened new Carter's positions in Q2 2020 and 33 closed out, a net change of +27 holders.
  • The largest Carter's buyer in Q2 2020 was JP Morgan Chase, an estimated $30.1M added.
  • The largest Carter's seller in Q2 2020 was Victory Capital Management, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2020.