We are live on ! Find out more
CRI icon

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
Morgan Stanley
76
Morgan Stanley
New York
$4.48M -$1.68M -17,450 -20%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$4.46M -$2.71M -28,184 -29%
Barclays
78
Barclays
United Kingdom
$4.44M -$12.4M -129,274 -66%
TRSOTSOK
79
Teachers Retirement System of the State of Kentucky
Kentucky
$4.23M -$18.6K -193 -0.3%
Impax Asset Management Group
80
Impax Asset Management Group
United Kingdom
$4.19M
Macquarie Group
81
Macquarie Group
Australia
$3.92M +$812K +8,432 +16%
AACP
82
Advantage Alpha Capital Partners
California
$3.77M +$1.25M +12,986 +29%
Invesco
83
Invesco
Georgia
$3.69M -$302K -3,140 -5%
WC
84
Westhampton Capital
North Carolina
$3.67M -$96.7K -1,005 -2%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$3.62M
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$3.57M -$85.2K -885 -2%
Lord, Abbett & Co
87
Lord, Abbett & Co
New Jersey
$3.1M -$4.39M -45,619 -49%
Man Group
88
Man Group
United Kingdom
$2.98M -$3.55M -36,895 -45%
CIC
89
Crawford Investment Counsel
Georgia
$2.78M +$444K +4,610 +12%
FPA
90
First Pacific Advisors
California
$2.75M -$1.06M -10,990 -21%
MOACM
91
Mutual of America Capital Management
New York
$2.7M +$148K +1,542 +4%
CS
92
Credit Suisse
Switzerland
$2.66M +$224K +2,326 +6%
Truist Financial
93
Truist Financial
North Carolina
$2.55M -$235K -2,445 -6%
TPSF
94
Texas Permanent School Fund
Texas
$2.47M +$707K +7,347 +24%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$2.37M
Prudential Financial
96
Prudential Financial
New Jersey
$2.36M -$234K -2,435 -6%
HA
97
Homestead Advisers
Virginia
$2.3M -$72.9K -757 -2%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$2.22M +$3.24M +33,709 New
Ensign Peak Advisors
99
Ensign Peak Advisors
Utah
$2.17M +$48.1K +500 +2%
First Trust Advisors
100
First Trust Advisors
Illinois
$2.15M -$1.25M -12,956 -28%

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.