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Carter's

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: 276302 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$10.9M +$2.56M +32,227 +31%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$10.7M +$83.7K +1,052 +0.8%
VWM
53
Valley Wealth Managers
New Jersey
$10.6M +$856K +10,761 +9%
ZIG
54
Zuckerman Investment Group
Illinois
$10.5M -$378K -4,749 -4%
GCM
55
Geneva Capital Management
Wisconsin
$10.3M -$243K -3,047 -2%
Legal & General Group
56
Legal & General Group
United Kingdom
$10M -$166K -2,088 -2%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$9.83M +$9.69M +121,801 New
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$9.13M -$46.2K -580 -0.5%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$9.05M -$202K -2,534 -2%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.94M -$441K -5,540 -5%
Squarepoint
61
Squarepoint
New York
$8.35M +$7.38M +92,698 +857%
Swiss National Bank
62
Swiss National Bank
Switzerland
$7.91M +$987K +12,400 +14%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$7.85M -$221K -2,773 -3%
PPA
64
Parametric Portfolio Associates
Washington
$7.58M -$1.25M -15,668 -14%
CSS
65
Cubist Systematic Strategies
Connecticut
$7.58M +$5.65M +70,945 +310%
Point72 Asset Management
66
Point72 Asset Management
Connecticut
$7.56M +$7.46M +93,671 New
AACP
67
Advantage Alpha Capital Partners
California
$7.54M +$2.87M +36,056 +63%
Invesco
68
Invesco
Georgia
$7.29M +$2.72M +34,220 +61%
WBC
69
Westpac Banking Corp
Australia
$7.19M -$1.2M -15,083 -14%
Comerica Bank
70
Comerica Bank
Texas
$7.09M +$326K +4,102 +5%
PF
71
Phoenix Financial
Israel
$6.71M
AIG
72
American International Group
New York
$6.58M -$377K -4,733 -5%
William Blair Investment Management
73
William Blair Investment Management
Illinois
$6.2M -$661K -8,309 -10%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$5.98M -$75K -942 -1%
AllianceBernstein
75
AllianceBernstein
Tennessee
$5.92M -$205K -2,570 -3%

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.