Carter's
329 hedge funds and large institutions have $4.05B invested in Carter's in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 98 increasing their positions, 141 reducing their positions, and 53 closing their positions.
1.64% more ownership
Funds ownership: 93.28% → 94.92% (+1.6%)
6% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 53
1% more capital invested
Capital invested by funds: $4.02B → $4.05B (+$28.4M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0% less funds holding
Funds holding: 330 → 329 (-1)
24% less call options, than puts
Call options by funds: $4.51M | Put options by funds: $5.95M
30% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 141
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$55.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$51.1M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$41.5M |
| 4 |
EIP
Epoch Investment Partners
New York
|
+$27M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$25.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alkeon Capital Management
New York
|
-$55.2M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$47.3M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
-$26.8M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$22.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$19M |
CRI Hedge Fund Activity: Q4 2016 in Review
329 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2016, worth a combined $4.05B — up 0.71% from $4.02B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new CRI positions and 53 closed out — a net gain of 3 holders — while 98 added to existing stakes and 141 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $55.4M. The largest seller was Alkeon Capital Management, cutting an estimated $55.2M.
- 329 institutional investors held Carter's (CRI) as of Q4 2016, down from 330 in Q3 2016.
- Funds reported $4.05B of Carter's stock for Q4 2016, up 0.71% quarter-over-quarter.
- 56 funds opened new Carter's positions in Q4 2016 and 53 closed out, a net change of +3 holders.
- The largest Carter's buyer in Q4 2016 was Citadel Advisors, an estimated $55.4M added.
- The largest Carter's seller in Q4 2016 was Alkeon Capital Management, an estimated $55.2M sold.
Based on aggregated 13F filings for Q4 2016.