Carter's
300 hedge funds and large institutions have $4.1B invested in Carter's in 2021 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 100 increasing their positions, 109 reducing their positions, and 49 closing their positions.
0.29% more ownership
Funds ownership: 104.44% → 104.73% (+0.29%)
0% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 49
1% less funds holding
Funds holding: 303 → 300 (-3)
4% less capital invested
Capital invested by funds: $4.29B → $4.1B (-$183M)
8% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 109
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
42% less call options, than puts
Call options by funds: $7.13M | Put options by funds: $12.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$61.5M |
| 2 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$49.8M |
| 3 |
BlackRock
New York
|
+$33.2M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$31.7M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$85.5M |
| 2 |
Lazard Asset Management
New York
|
-$64.2M |
| 3 |
Holocene Advisors
New York
|
-$44.2M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$23.3M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$22.6M |
CRI Hedge Fund Activity: Q1 2021 in Review
300 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2021, worth a combined $4.1B — down 4.3% from $4.29B a quarter earlier.
Fund positioning in CRI was balanced in Q1 2021: 49 funds opened new positions, 49 closed out, 100 added to existing stakes and 109 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $61.5M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $85.5M.
- 300 institutional investors held Carter's (CRI) as of Q1 2021, down from 303 in Q4 2020.
- Funds reported $4.1B of Carter's stock for Q1 2021, down 4.3% quarter-over-quarter.
- 49 funds opened new Carter's positions in Q1 2021 and 49 closed out, a net change of 0 holders.
- The largest Carter's buyer in Q1 2021 was Victory Capital Management, an estimated $61.5M added.
- The largest Carter's seller in Q1 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $85.5M sold.
Based on aggregated 13F filings for Q1 2021.