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Carter's
CRI

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: 276 → 302 (+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: 2 → 1 (-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

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$30.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$29.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$29.3M
4
LSV Asset Management
LSV Asset Management
Illinois
+$27.6M
5
SAM
Silvercrest Asset Management
New York
+$15.9M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$232M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$59.3M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$53.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$40.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$27.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
76
UBS AM
Illinois
$5.87M -$2.03M -25,460 -26%
CP
77
Coho Partners
Pennsylvania
$5.62M +$5.54M +69,600 New
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$5.57M +$103K +1,289 +2%
Morgan Stanley
79
Morgan Stanley
New York
$5.4M -$101K -1,269 -2%
First Trust Advisors
80
First Trust Advisors
Illinois
$5.18M +$2.5M +31,446 +96%
Impax Asset Management Group
81
Impax Asset Management Group
United Kingdom
$5.15M – – –
Bank of America
82
Bank of America
North Carolina
$5.11M -$2.85M -35,813 -36%
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$5.05M -$135K -1,691 -3%
Macquarie Group
84
Macquarie Group
Australia
$4.8M -$16.6K -208 -0.3%
Millennium Management
85
Millennium Management
New York
$4.77M +$4.71M +59,128 New
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.64M -$6.24M -78,393 -57%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$4.53M +$147K +1,846 +3%
WC
88
Westhampton Capital
North Carolina
$4.51M – – –
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$4.45M – – –
Alyeska Investment Group
90
Alyeska Investment Group
Illinois
$4.22M +$4.16M +52,255 New
Russell Investments Group
91
Russell Investments Group
United Kingdom
$4.21M +$2.29M +28,726 +123%
AR
92
Advisory Research
Illinois
$4.17M -$7.51M -94,300 -65%
MC
93
Maverick Capital
Texas
$4.08M +$4.02M +50,527 New
EGM
94
Engineers Gate Manager
New York
$3.99M +$2.92M +36,749 +289%
Jane Street
95
Jane Street
New York
$3.91M +$3.56M +44,752 +1,198%
Deutsche Bank
96
Deutsche Bank
Germany
$3.5M -$2.13M -26,751 -38%
LCM
97
Landscape Capital Management
New Jersey
$3.49M +$3.44M +43,204 New
AC
98
Armistice Capital
New York
$3.41M -$13.8M -172,799 -80%
FPA
99
First Pacific Advisors
California
$3.38M – – –
CS
100
Credit Suisse
Switzerland
$3.36M +$93.2K +1,171 +3%
2 3
4
5 6

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.