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Carter's
CRI

301 hedge funds and large institutions have $4.18B invested in Carter's in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 115 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

5% more funds holding

Funds holding: 287 → 301 (+14)

2% less capital invested

Capital invested by funds: $4.29B → $4.18B (-$107M)

2.32% less ownership

Funds ownership: 100.18% → 97.86% (-2.3%)

21% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 115

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

31% less call options, than puts

Call options by funds: $9.38M | Put options by funds: $13.6M

Holders
301
Holders Change
+14
Holders Change %
+4.88%
% of All Funds
4.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
53
Increased
91
Reduced
115
Closed
35
Calls
$9.38M
Puts
$13.6M
Net Calls
-$4.2M
Net Calls Change
-$8.71M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$62.5M
2
Ameriprise
Ameriprise
Minnesota
+$53.9M
3
LSV Asset Management
LSV Asset Management
Illinois
+$48.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$39.9M
5
Swedbank
Swedbank
Sweden
+$15.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$96M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$67.1M
3
JP Morgan Chase
JP Morgan Chase
New York
-$45.6M
4
Millennium Management
Millennium Management
New York
-$41.3M
5
SAM
Silvercrest Asset Management
New York
-$40.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
126
Burney Company
Virginia
$1.55M +$1.57M +15,361 New
SO
127
STRS Ohio
Ohio
$1.52M +$136K +1,338 +10%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$1.52M -$51K -500 -3%
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$1.48M -$1.88M -18,440 -56%
BAM
130
Bullseye Asset Management
Colorado
$1.47M – – –
COPPSERS
131
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.42M -$53.7K -527 -4%
AC
132
Allstate Corporation
Illinois
$1.41M -$260K -2,555 -16%
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$1.4M -$91.9K -902 -6%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$1.4M – – –
AIM
135
Aigen Investment Management
New York
$1.4M +$1.41M +13,821 New
SG Americas Securities
136
SG Americas Securities
New York
$1.28M -$205K -2,009 -14%
BCI
137
Brinker Capital Investments
Pennsylvania
$1.25M -$105K -1,027 -8%
CCM
138
Chimera Capital Management
New York
$1.23M +$1.23M +12,110 New
Axa
139
Axa
France
$1.21M -$296K -2,900 -20%
ASRS
140
Arizona State Retirement System
Arizona
$1.2M -$13.1K -129 -1%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$1.18M – – –
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$1.13M -$36.7K -360 -3%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$1.1M -$30.6K -300 -3%
LPL Financial
144
LPL Financial
California
$1.09M +$243K +2,386 +29%
SOMRS
145
State of Michigan Retirement System
Michigan
$1.08M -$30.6K -300 -3%
BAM
146
Blueshift Asset Management
New Jersey
$1.07M +$1.08M +10,625 New
HSBC Holdings
147
HSBC Holdings
United Kingdom
$1.03M +$405K +3,976 +64%
GIA
148
GHP Investment Advisors
Colorado
$1.03M -$124K -1,219 -11%
Citigroup
149
Citigroup
New York
$999K +$69.7K +684 +7%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$995K -$71.3K -700 -7%
4 5
6
7 8

CRI Hedge Fund Activity: Q4 2021 in Review

301 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2021, worth a combined $4.18B — down 2.5% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new CRI positions and 35 closed out — a net gain of 18 holders — while 91 added to existing stakes and 115 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $62.5M. The largest seller was Wellington Management Group, cutting an estimated $96M.

  • 301 institutional investors held Carter's (CRI) as of Q4 2021, up from 287 in Q3 2021.
  • Funds reported $4.18B of Carter's stock for Q4 2021, down 2.5% quarter-over-quarter.
  • 53 funds opened new Carter's positions in Q4 2021 and 35 closed out, a net change of +18 holders.
  • The largest Carter's buyer in Q4 2021 was AllianceBernstein, an estimated $62.5M added.
  • The largest Carter's seller in Q4 2021 was Wellington Management Group, an estimated $96M sold.

Based on aggregated 13F filings for Q4 2021.