Carter's
301 hedge funds and large institutions have $2.77B invested in Carter's in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 98 increasing their positions, 113 reducing their positions, and 37 closing their positions.
30% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 37
3% more funds holding
Funds holding: 292 → 301 (+9)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
3.5% less ownership
Funds ownership: 110.73% → 107.22% (-3.5%)
8% less capital invested
Capital invested by funds: $3.02B → $2.77B (-$246M)
13% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 113
26% less call options, than puts
Call options by funds: $4.85M | Put options by funds: $6.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCPM
Cooper Creek Partners Management
New York
|
+$29.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$16.1M |
| 3 |
Morgan Stanley
New York
|
+$12.1M |
| 4 |
IP
Interval Partners
New York
|
+$11.4M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$69.9M |
| 2 |
JP Morgan Chase
New York
|
-$68.9M |
| 3 |
PCM
Polaris Capital Management
Boston,
Massachusetts
|
-$39.4M |
| 4 |
Renaissance Technologies
New York
|
-$13.2M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$12.5M |
CRI Hedge Fund Activity: Q3 2023 in Review
301 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q3 2023, worth a combined $2.77B — down 8.1% from $3.02B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new CRI positions and 37 closed out — a net gain of 11 holders — while 98 added to existing stakes and 113 trimmed.
The largest buyer was Cooper Creek Partners Management, opening a new position worth an estimated $29.5M. The largest seller was Mackenzie Financial, cutting an estimated $69.9M.
- 301 institutional investors held Carter's (CRI) as of Q3 2023, up from 292 in Q2 2023.
- Funds reported $2.77B of Carter's stock for Q3 2023, down 8.1% quarter-over-quarter.
- 48 funds opened new Carter's positions in Q3 2023 and 37 closed out, a net change of +11 holders.
- The largest Carter's buyer in Q3 2023 was Cooper Creek Partners Management, an estimated $29.5M added.
- The largest Carter's seller in Q3 2023 was Mackenzie Financial, an estimated $69.9M sold.
Based on aggregated 13F filings for Q3 2023.