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Carter's
CRI

336 hedge funds and large institutions have $4.29B invested in Carter's in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 142 increasing their positions, 97 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $7.28M

46% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 97

35% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 43

6% more capital invested

Capital invested by funds: $4.05B → $4.29B (+$246M)

3.6% more ownership

Funds ownership: 94.92% → 98.52% (+3.6%)

2% more funds holding

Funds holding: 329 → 336 (+7)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

Holders
336
Holders Change
+7
Holders Change %
+2.13%
% of All Funds
8.36%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
58
Increased
142
Reduced
97
Closed
43
Calls
$12.9M
Puts
$7.28M
Net Calls
+$5.63M
Net Calls Change
+$7.08M

Top Buyers

1
BlackRock
BlackRock
New York
+$345M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$51.3M
3
ACH
ArrowMark Colorado Holdings
Colorado
+$46.5M
4
Millennium Management
Millennium Management
New York
+$41M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$30.1M

Top Sellers

1
HP
Hound Partners
New York
-$141M
2
Citadel Advisors
Citadel Advisors
Florida
-$82.7M
3
American Century Companies
American Century Companies
Missouri
-$65.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$55.4M
5
JHIU
Janus Henderson Investors US
Colorado
-$30.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
126
Virtu KCG Holdings
New York
$2.83M +$1.54M +17,817 +131%
UBS AM
127
UBS AM
Illinois
$2.82M +$353K +4,097 +15%
Parallax Volatility Advisers
128
Parallax Volatility Advisers
California
$2.79M +$2.67M +31,024 New
MLIC
129
Mandatum Life Insurance Company
Finland
$2.76M – – –
RA
130
Royce & Associates
New York
$2.69M – – –
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$2.67M -$3.31M -38,384 -56%
Canada Life
132
Canada Life
Manitoba, Canada
$2.6M -$498K -5,776 -17%
ERSOT
133
Employees Retirement System of Texas
Texas
$2.6M – – –
QT
134
Quantbot Technologies
New York
$2.55M +$1.43M +16,599 +141%
GCP
135
GSA Capital Partners
United Kingdom
$2.53M +$1.62M +18,796 +201%
RJA
136
Raymond James & Associates
Florida
$2.44M +$2.34M +27,203 New
TCM
137
Twin Capital Management
Pennsylvania
$2.44M +$2.34M +27,166 New
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$2.43M +$128K +1,485 +6%
ARTA
139
A.R.T. Advisors
New York
$2.42M +$2.32M +26,900 New
Federated Hermes
140
Federated Hermes
Pennsylvania
$2.4M +$87.8K +1,019 +4%
VRS
141
Virginia Retirement Systems
Virginia
$2.39M +$1.8M +20,900 +367%
MM
142
Midas Management
New York
$2.38M – – –
SEC
143
Seven Eight Capital
New York
$2.3M +$1.45M +16,800 +190%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$2.25M -$646K -7,500 -23%
FNBOO
145
First National Bank of Omaha
Nebraska
$2.21M – – –
AIP
146
Ameritas Investment Partners
Nebraska
$2.13M -$99.5K -1,155 -5%
Verition Fund Management
147
Verition Fund Management
Connecticut
$2.12M +$1.37M +15,926 +208%
MSA
148
Mason Street Advisors
Wisconsin
$2.06M -$7.07K -82 -0.4%
MERSOM
149
Municipal Employees' Retirement System of Michigan
Michigan
$2.06M -$13.8K -160 -0.7%
LMGAM
150
Liberty Mutual Group Asset Management
Massachusetts
$1.94M +$39K +452 +2%
4 5
6
7 8

CRI Hedge Fund Activity: Q1 2017 in Review

336 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2017, worth a combined $4.29B — up 6.1% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CRI positions and 43 closed out — a net gain of 15 holders — while 142 added to existing stakes and 97 trimmed.

The largest buyer was BlackRock, adding an estimated $345M. The largest seller was Hound Partners, cutting an estimated $141M.

  • 336 institutional investors held Carter's (CRI) as of Q1 2017, up from 329 in Q4 2016.
  • Funds reported $4.29B of Carter's stock for Q1 2017, up 6.1% quarter-over-quarter.
  • 58 funds opened new Carter's positions in Q1 2017 and 43 closed out, a net change of +15 holders.
  • The largest Carter's buyer in Q1 2017 was BlackRock, an estimated $345M added.
  • The largest Carter's seller in Q1 2017 was Hound Partners, an estimated $141M sold.

Based on aggregated 13F filings for Q1 2017.