We are live on ! Find out more
CRI icon

Carter's

315 hedge funds and large institutions have $3.1B invested in Carter's in 2022 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 110 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

35% more call options, than puts

Call options by funds: $6.2M | Put options by funds: $4.58M

9.14% more ownership

Funds ownership: 100.16%109.3% (+9.1%)

3% more funds holding

Funds holding: 305315 (+10)

0% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 110

18% less capital invested

Capital invested by funds: $3.77B → $3.1B (-$669M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
315
Holders Change
+10
Holders Change %
+3.28%
% of All Funds
5.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
57
Increased
110
Reduced
110
Closed
40
Calls
$6.2M
Puts
$4.58M
Net Calls
+$1.62M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$28.7M +$5.07M +62,896 +18%
Alyeska Investment Group
27
Alyeska Investment Group
Illinois
$27.3M +$31.2M +387,613 New
Amundi
28
Amundi
France
$25.6M -$685K -8,500 -2%
Northern Trust
29
Northern Trust
Illinois
$24.8M +$374K +4,645 +1%
Charles Schwab
30
Charles Schwab
California
$24.6M -$1.36M -16,841 -5%
Norges Bank
31
Norges Bank
Norway
$22.7M -$3.1M -38,448 -11%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$22.6M -$3.66M -45,504 -12%
GKIM
33
GW&K Investment Management
Massachusetts
$22.1M -$2.99M -37,138 -11%
Morgan Stanley
34
Morgan Stanley
New York
$20.7M +$13.2M +164,482 +127%
Swedbank
35
Swedbank
Sweden
$18.8M
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$17.2M +$11.5M +142,657 +141%
Bank of America
37
Bank of America
North Carolina
$17.1M +$5.21M +64,700 +36%
Millennium Management
38
Millennium Management
New York
$16.5M +$2.93M +36,356 +18%
RP
39
Reinhart Partners
Wisconsin
$16M +$7.51M +93,222 +69%
American Century Companies
40
American Century Companies
Missouri
$15.8M +$3.62M +45,000 +25%
ZIG
41
Zuckerman Investment Group
Illinois
$15.5M +$1.01M +12,586 +6%
ECM
42
Evergreen Capital Management
Washington
$15.3M +$11M +136,849 +170%
CVA
43
Ceredex Value Advisors
Florida
$14.8M -$2.14M -26,612 -11%
PTC
44
Petrus Trust Company
Texas
$14.2M +$2.87M +35,677 +22%
Principal Financial Group
45
Principal Financial Group
Iowa
$13.3M +$3.61M +44,870 +31%
AQR Capital Management
46
AQR Capital Management
Connecticut
$13.3M -$1.23M -15,308 -7%
HA
47
Heartland Advisors
Wisconsin
$12.8M +$3.67M +45,522 +33%
LI
48
Leeward Investments
Massachusetts
$11.9M -$242K -3,004 -2%
RA
49
Royce & Associates
New York
$11.5M +$13.1M +162,950 New
First Trust Advisors
50
First Trust Advisors
Illinois
$10.4M -$6.84M -84,883 -36%

CRI Hedge Fund Activity: Q2 2022 in Review

315 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2022, worth a combined $3.1B — down 18% from $3.77B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new CRI positions and 40 closed out — a net gain of 17 holders — while 110 added to existing stakes and 110 trimmed.

The largest buyer was Shapiro Capital Management, adding an estimated $84.6M. The largest seller was Boston Partners, cutting an estimated $48.7M.

  • 315 institutional investors held Carter's (CRI) as of Q2 2022, up from 305 in Q1 2022.
  • Funds reported $3.1B of Carter's stock for Q2 2022, down 18% quarter-over-quarter.
  • 57 funds opened new Carter's positions in Q2 2022 and 40 closed out, a net change of +17 holders.
  • The largest Carter's buyer in Q2 2022 was Shapiro Capital Management, an estimated $84.6M added.
  • The largest Carter's seller in Q2 2022 was Boston Partners, an estimated $48.7M sold.

Based on aggregated 13F filings for Q2 2022.