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Carter's

297 hedge funds and large institutions have $4.72B invested in Carter's in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 112 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more capital invested

Capital invested by funds: $4.1B → $4.72B (+$622M)

0% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 53

0.28% less ownership

Funds ownership: 104.73%104.45% (-0.28%)

1% less funds holding

Funds holding: 300297 (-3)

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 112

43% less call options, than puts

Call options by funds: $5.08M | Put options by funds: $8.95M

Holders
297
Holders Change
-3
Holders Change %
-1%
% of All Funds
5.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
53
Increased
99
Reduced
112
Closed
53
Calls
$5.08M
Puts
$8.95M
Net Calls
-$3.87M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$13.3M -$1.68M -16,537 -11%
RP
52
Reinhart Partners
Wisconsin
$13.2M +$195K +1,913 +2%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$13M +$6.96M +68,368 +119%
GT
54
Glenmede Trust
Pennsylvania
$13M +$194K +1,909 +2%
SEI Investments
55
SEI Investments
Pennsylvania
$12.9M -$370K -3,630 -3%
SGAM
56
Smith Group Asset Management
Texas
$12.7M +$12.5M +123,000 New
Stifel Financial
57
Stifel Financial
Missouri
$12.4M +$120K +1,183 +1%
HCM
58
Hahn Capital Management
California
$12.3M +$657K +6,452 +6%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$12.2M -$238K -2,336 -2%
WBC
60
Westpac Banking Corp
Australia
$11.8M -$480K -4,714 -4%
Legal & General Group
61
Legal & General Group
United Kingdom
$10.8M -$1.29M -12,666 -11%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$10.7M -$791K -7,764 -7%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$10.5M -$204K -2,000 -2%
Ameriprise
64
Ameriprise
Minnesota
$10.1M -$495K -4,857 -5%
Wells Fargo
65
Wells Fargo
California
$10M -$2.57M -25,183 -21%
Swiss National Bank
66
Swiss National Bank
Switzerland
$9.93M -$367K -3,600 -4%
Toronto Dominion Bank
67
Toronto Dominion Bank
Ontario, Canada
$9.7M +$9.57M +94,000 New
Morgan Stanley
68
Morgan Stanley
New York
$9.64M -$5.55M -54,496 -37%
American Century Companies
69
American Century Companies
Missouri
$8.68M +$4.88M +47,941 +133%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$8.48M +$540K +5,306 +7%
Lord, Abbett & Co
71
Lord, Abbett & Co
New Jersey
$8.43M +$8.32M +81,703 New
UBS AM
72
UBS AM
Illinois
$8.32M +$221K +2,168 +3%
VDBMI
73
Van Den Berg Management I
Texas
$7.67M -$251K -2,462 -3%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$7.6M -$121K -1,192 -2%
AACP
75
Advantage Alpha Capital Partners
California
$7.59M +$989K +9,707 +15%

CRI Hedge Fund Activity: Q2 2021 in Review

297 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2021, worth a combined $4.72B — up 15% from $4.1B a quarter earlier.

Fund positioning in CRI was balanced in Q2 2021: 53 funds opened new positions, 53 closed out, 99 added to existing stakes and 112 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $119M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $79.4M.

  • 297 institutional investors held Carter's (CRI) as of Q2 2021, down from 300 in Q1 2021.
  • Funds reported $4.72B of Carter's stock for Q2 2021, up 15% quarter-over-quarter.
  • 53 funds opened new Carter's positions in Q2 2021 and 53 closed out, a net change of 0 holders.
  • The largest Carter's buyer in Q2 2021 was AllianceBernstein, an estimated $119M added.
  • The largest Carter's seller in Q2 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $79.4M sold.

Based on aggregated 13F filings for Q2 2021.