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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$8.67M +$256K +2,662 +2%
GCM
52
Geneva Capital Management
Wisconsin
$8.59M +$12.6M +130,748 New
Legal & General Group
53
Legal & General Group
United Kingdom
$8.28M +$330K +3,429 +3%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$8.12M -$5.31M -55,185 -33%
VWM
55
Valley Wealth Managers
New Jersey
$7.91M +$364K +3,787 +3%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.65M +$674 +7 +0%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$7.54M
Loomis, Sayles & Company
58
Loomis, Sayles & Company
Massachusetts
$7.49M -$121K -1,255 -1%
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$7.47M
PPA
60
Parametric Portfolio Associates
Washington
$7.21M -$1.43M -14,872 -12%
WBC
61
Westpac Banking Corp
Australia
$6.85M +$2.01M +20,929 +25%
N
62
Nuveen
North Carolina
$6.8M -$2.48M -25,809 -20%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$6.58M -$990K -10,286 -9%
LSV Asset Management
64
LSV Asset Management
Illinois
$6.53M +$4.79M +49,779 +100%
Bank of America
65
Bank of America
North Carolina
$6.52M +$3.75M +38,948 +65%
UBS AM
66
UBS AM
Illinois
$6.46M +$2.04M +21,233 +28%
AIG
67
American International Group
New York
$5.67M +$81.3K +845 +1%
Swiss National Bank
68
Swiss National Bank
Switzerland
$5.63M
PF
69
Phoenix Financial
Israel
$5.62M -$10.4M -107,964 -55%
William Blair Investment Management
70
William Blair Investment Management
Illinois
$5.59M -$10.8M -111,906 -57%
Comerica Bank
71
Comerica Bank
Texas
$5.57M +$2.51M +26,100 +51%
AllianceBernstein
72
AllianceBernstein
Tennessee
$4.99M -$66.4K -690 -0.9%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$4.93M +$188K +1,955 +3%
Deutsche Bank
74
Deutsche Bank
Germany
$4.61M +$1.86M +19,279 +38%
SSA
75
Schonfeld Strategic Advisors
New York
$4.52M +$6.62M +68,770 New

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.