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
KWILP
101
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.08M +$3.04M +31,574 New
JIC
102
Johnson Investment Counsel
Ohio
$2.05M -$14.7M -153,014 -83%
Los Angeles Capital Management
103
Los Angeles Capital Management
California
$2.04M -$466K -4,842 -14%
WG
104
Winton Group
United Kingdom
$1.96M +$986K +10,243 +52%
Canada Life
105
Canada Life
Manitoba, Canada
$1.94M +$700K +7,273 +33%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$1.76M +$231K +2,399 +10%
MIM
107
MetLife Investment Management
New Jersey
$1.67M
RJA
108
Raymond James & Associates
Florida
$1.55M +$368K +3,827 +19%
MSA
109
Mason Street Advisors
Wisconsin
$1.54M
Russell Investments Group
110
Russell Investments Group
United Kingdom
$1.54M -$2.02M -20,996 -47%
CSS
111
Cubist Systematic Strategies
Connecticut
$1.51M +$871K +9,055 +65%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$1.48M -$19.4M -201,087 -90%
CI
113
Cambiar Investors
Colorado
$1.47M +$68.4K +711 +3%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$1.44M -$20.4M -211,856 -91%
AIP
115
Ameritas Investment Partners
Nebraska
$1.41M
EMG
116
Ellington Management Group
Connecticut
$1.36M +$1.99M +20,700 New
TAM
117
Trillium Asset Management
Massachusetts
$1.33M +$48.6K +505 +3%
UBS Group
118
UBS Group
Switzerland
$1.32M -$8.62M -89,603 -82%
EP
119
Edgestream Partners
New Jersey
$1.29M +$1.32M +13,674 +230%
Holocene Advisors
120
Holocene Advisors
New York
$1.27M +$1.86M +19,300 New
Boston Partners
121
Boston Partners
Massachusetts
$1.22M -$282K -2,935 -14%
Treasurer of the State of North Carolina
122
Treasurer of the State of North Carolina
North Carolina
$1.18M +$717K +7,450 +71%
LS
123
Livforsakringsbolaget Skandia
Sweden
$1.14M
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$1.1M -$11.7K -122 -0.7%
BBHC
125
Brown Brothers Harriman & Co
New York
$1.09M -$31K -322 -2%

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.