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Carter's

284 hedge funds and large institutions have $3.86B invested in Carter's in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

6% more capital invested

Capital invested by funds: $3.63B → $3.86B (+$224M)

0.85% less ownership

Funds ownership: 103.02%102.17% (-0.85%)

6% less funds holding

Funds holding: 302284 (-18)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

31% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 54

43% less call options, than puts

Call options by funds: $9.43M | Put options by funds: $16.5M

Holders
284
Holders Change
-18
Holders Change %
-5.96%
% of All Funds
5.73%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
37
Increased
92
Reduced
110
Closed
54
Calls
$9.43M
Puts
$16.5M
Net Calls
-$7.06M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$29M -$295K -3,544 -1%
SCM
27
Smead Capital Management
Arizona
$27.2M +$10.1M +121,367 +63%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$27.1M -$5.47M -65,700 -17%
GKIM
29
GW&K Investment Management
Massachusetts
$24.7M +$693K +8,322 +3%
GT
30
Glenmede Trust
Pennsylvania
$23.3M +$3.88M +46,657 +21%
PTC
31
Petrus Trust Company
Texas
$21.6M +$7.16M +86,000 +52%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$21.2M +$6.64M +79,712 +48%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$21.1M -$191K -2,297 -0.9%
Boston Partners
34
Boston Partners
Massachusetts
$20.9M +$18.8M +226,189 +1,501%
Wells Fargo
35
Wells Fargo
California
$20M +$2.24M +26,953 +13%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$19.5M +$16.1M +193,618 +604%
WHG
37
Westwood Holdings Group
Texas
$18.8M +$1.1M +13,192 +6%
Goldman Sachs
38
Goldman Sachs
New York
$17.2M +$3.86M +46,356 +30%
DRZID
39
DePrince Race & Zollo Inc (DRZ)
Florida
$16.4M +$79.2K +951 +0.5%
ZIG
40
Zuckerman Investment Group
Illinois
$15.1M +$3.75M +45,002 +35%
RP
41
Reinhart Partners
Wisconsin
$14.7M +$1.08M +12,988 +8%
Principal Financial Group
42
Principal Financial Group
Iowa
$12.6M -$354K -4,257 -3%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$12M -$368K -4,422 -3%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$11.8M +$8.36M +100,370 +280%
SEI Investments
45
SEI Investments
Pennsylvania
$11.8M -$460K -5,531 -4%
Morgan Stanley
46
Morgan Stanley
New York
$11.7M +$5.66M +67,935 +102%
HCM
47
Hahn Capital Management
California
$11.6M -$7.46M -89,634 -40%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$10.9M -$11M -132,405 -51%
Citadel Advisors
49
Citadel Advisors
Florida
$10.9M -$48.9M -587,632 -82%
Legal & General Group
50
Legal & General Group
United Kingdom
$10.8M +$39.6K +476 +0.4%

CRI Hedge Fund Activity: Q3 2020 in Review

284 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q3 2020, worth a combined $3.86B — up 6.2% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of CRI and 37 opened new positions — a net loss of 17 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was JP Morgan Chase, adding an estimated $114M. The largest seller was Citadel Advisors, cutting an estimated $48.9M.

  • 284 institutional investors held Carter's (CRI) as of Q3 2020, down from 302 in Q2 2020.
  • Funds reported $3.86B of Carter's stock for Q3 2020, up 6.2% quarter-over-quarter.
  • 37 funds opened new Carter's positions in Q3 2020 and 54 closed out, a net change of -17 holders.
  • The largest Carter's buyer in Q3 2020 was JP Morgan Chase, an estimated $114M added.
  • The largest Carter's seller in Q3 2020 was Citadel Advisors, an estimated $48.9M sold.

Based on aggregated 13F filings for Q3 2020.