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Carter's
CRI

336 hedge funds and large institutions have $4.29B invested in Carter's in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 142 increasing their positions, 97 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $7.28M

46% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 97

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

6% more capital invested

Capital invested by funds: $4.05B → $4.29B (+$246M)

3.6% more ownership

Funds ownership: 94.92% → 98.52% (+3.6%)

2% more funds holding

Funds holding: 329 → 336 (+7)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
336
Holders Change
+7
Holders Change %
+2.13%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
58
Increased
142
Reduced
97
Closed
43
Calls
$12.9M
Puts
$7.28M
Net Calls
+$5.63M
Net Calls Change
+$7.08M

Top Buyers

1
BlackRock
BlackRock
New York
+$345M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$51.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$46.5M
4
Millennium Management
Millennium Management
New York
+$41M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$30.1M

Top Sellers

1
HP
Hound Partners
New York
-$141M
2
Citadel Advisors
Citadel Advisors
Florida
-$82.7M
3
American Century Companies
American Century Companies
Missouri
-$65.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$55.4M
5
JHIU
Janus Henderson Investors US
Colorado
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
51
Charles Schwab
California
$19.3M +$2.04M +23,647 +12%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$18.6M +$10.1M +117,500 +131%
Wells Fargo
53
Wells Fargo
California
$18.5M +$4.19M +48,626 +31%
GAM
54
Gotham Asset Management
New York
$18.4M +$17.7M +204,811 New
APG Asset Management
55
APG Asset Management
Netherlands
$18.3M +$17.5M +203,348 New
Principal Financial Group
56
Principal Financial Group
Iowa
$18M +$211K +2,449 +1%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$17.8M +$17.1M +198,708 New
WEC
58
White Elm Capital
Connecticut
$17.8M -$3.28M -38,100 -16%
BP
59
Banbury Partners
North Carolina
$17.7M -$3.57M -41,477 -17%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.7M +$16.4K +190 +0.1%
Ameriprise
61
Ameriprise
Minnesota
$17.6M +$4.57M +53,045 +37%
RFS
62
Rockefeller Financial Services
New York
$17.5M +$13.8K +160 +0.1%
MWNA
63
Marshall Wace North America
New York
$17.5M +$16.7M +193,960 New
Public Employees Retirement Association of Colorado
64
Public Employees Retirement Association of Colorado
Colorado
$17.4M +$1.28M +14,830 +8%
BCM
65
BlueCrest Capital Management
Jersey
$16M +$15.3M +177,978 New
EBIM
66
Eagle Boston Investment Management
Massachusetts
$14.6M +$728K +8,443 +5%
PPCP
67
Pivot Point Capital Partners
California
$14M +$8.75M +101,483 +188%
Lazard Asset Management
68
Lazard Asset Management
New York
$13.5M -$336K -3,900 -3%
BFM
69
Boston Financial Management
Massachusetts
$13.2M +$4.81M +55,762 +61%
VWM
70
Valley Wealth Managers
New Jersey
$12.8M +$1M +11,650 +9%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$12.2M -$393K -4,558 -3%
Diamond Hill Capital Management
72
Diamond Hill Capital Management
Ohio
$11.8M +$63.3K +735 +0.6%
ACB
73
Aristotle Capital Boston
Massachusetts
$11.7M +$306K +3,548 +3%
SEI Investments
74
SEI Investments
Pennsylvania
$11.4M +$3.52M +40,814 +47%
AWCI
75
Alpine Woods Capital Investors
New York
$10.5M +$3.96M +46,000 +65%
1 2
3
4 5

CRI Hedge Fund Activity: Q1 2017 in Review

336 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2017, worth a combined $4.29B — up 6.1% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CRI positions and 43 closed out — a net gain of 15 holders — while 142 added to existing stakes and 97 trimmed.

The largest buyer was BlackRock, adding an estimated $345M. The largest seller was Hound Partners, cutting an estimated $141M.

  • 336 institutional investors held Carter's (CRI) as of Q1 2017, up from 329 in Q4 2016.
  • Funds reported $4.29B of Carter's stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 58 funds opened new Carter's positions in Q1 2017 and 43 closed out, a net change of +15 holders.
  • The largest Carter's buyer in Q1 2017 was BlackRock, an estimated $345M added.
  • The largest Carter's seller in Q1 2017 was Hound Partners, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2017.