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Carter's
CRI

303 hedge funds and large institutions have $4.29B invested in Carter's in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 113 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

11% more capital invested

Capital invested by funds: $3.86B → $4.29B (+$429M)

7% more funds holding

Funds holding: 284 → 303 (+19)

2.27% more ownership

Funds ownership: 102.17% → 104.44% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

9% less call options, than puts

Call options by funds: $7.45M | Put options by funds: $8.15M

12% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 113

Holders
303
Holders Change
+19
Holders Change %
+6.69%
% of All Funds
5.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
48
Increased
99
Reduced
113
Closed
28
Calls
$7.45M
Puts
$8.15M
Net Calls
-$703K
Net Calls Change
+$6.36M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$57.1M
2
Holocene Advisors
Holocene Advisors
New York
+$49.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$27.7M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$18.4M
5
BTW
Boston Trust Walden
Massachusetts
+$18.2M

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$35.7M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$33.7M
3
Franklin Resources
Franklin Resources
California
-$30.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$27.1M
5
BlackRock
BlackRock
New York
-$22.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
126
VOYA Investment Management
Georgia
$1.84M +$343K +3,899 +25%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$1.83M +$1.06K +12 +0.1%
Canada Life
128
Canada Life
Manitoba, Canada
$1.83M -$196K -2,222 -10%
Axa
129
Axa
France
$1.82M -$70.4K -800 -4%
Federated Hermes
130
Federated Hermes
Pennsylvania
$1.8M +$461K +5,243 +38%
AC
131
Allstate Corporation
Illinois
$1.7M +$121K +1,373 +8%
LS
132
Livforsakringsbolaget Skandia
Sweden
$1.64M – – –
BBHC
133
Brown Brothers Harriman & Co
New York
$1.58M -$264 -3 -0%
MCM
134
MKP Capital Management
New York
$1.53M -$3.92M -44,510 -73%
SOMRS
135
State of Michigan Retirement System
Michigan
$1.5M – – –
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$1.49M +$55.2K +627 +4%
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$1.48M +$3.52K +40 +0.3%
MF
138
Magnetar Financial
Illinois
$1.48M +$1.39M +15,754 New
ECM
139
ExodusPoint Capital Management
New York
$1.47M -$137K -1,557 -9%
Pacer Advisors
140
Pacer Advisors
Pennsylvania
$1.45M -$446K -5,067 -25%
NMIMC
141
Northwestern Mutual Investment Management Company
Wisconsin
$1.41M -$14.8K -168 -1%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$1.41M – – –
BAM
143
Bullseye Asset Management
Colorado
$1.4M -$14.6K -166 -1%
Los Angeles Capital Management
144
Los Angeles Capital Management
California
$1.37M -$26.4K -300 -2%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$1.37M -$20.5K -233 -2%
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.37M +$52K +591 +4%
TAM
147
Trillium Asset Management
Massachusetts
$1.35M +$51.1K +581 +4%
Citigroup
148
Citigroup
New York
$1.27M -$485K -5,510 -29%
HSA
149
HBK Sorce Advisory
Pennsylvania
$1.26M +$337K +3,835 +40%
PI
150
PineBridge Investments
New York
$1.23M +$110K +1,251 +11%
4 5
6
7 8

CRI Hedge Fund Activity: Q4 2020 in Review

303 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2020, worth a combined $4.29B — up 11% from $3.86B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CRI positions and 28 closed out — a net gain of 20 holders — while 99 added to existing stakes and 113 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $57.1M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $35.7M.

  • 303 institutional investors held Carter's (CRI) as of Q4 2020, up from 284 in Q3 2020.
  • Funds reported $4.29B of Carter's stock for Q4 2020, up 11% quarter-over-quarter.
  • 48 funds opened new Carter's positions in Q4 2020 and 28 closed out, a net change of +20 holders.
  • The largest Carter's buyer in Q4 2020 was JP Morgan Chase, an estimated $57.1M added.
  • The largest Carter's seller in Q4 2020 was ArrowMark Colorado Holdings, an estimated $35.7M sold.

Based on aggregated 13F filings for Q4 2020.