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
BA
151
Bridgewater Associates
Connecticut
$708K -$522K -5,424 -33%
AB
152
Amalgamated Bank
New York
$707K -$22.9K -238 -2%
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$703K
HSBC Holdings
154
HSBC Holdings
United Kingdom
$695K -$298K -3,099 -23%
NMERB
155
New Mexico Educational Retirement Board
New Mexico
$690K +$250K +2,600 +33%
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$683K +$250K +2,599 +33%
ASRS
157
Arizona State Retirement System
Arizona
$681K -$1.41M -14,670 -59%
TI
158
Trexquant Investment
Connecticut
$676K +$990K +10,283 New
IIM
159
Ironwood Investment Management
Massachusetts
$661K -$18.9K -196 -2%
Axa
160
Axa
France
$638K -$106K -1,100 -10%
PP
161
PDT Partners
New York
$585K +$857K +8,900 New
US Bancorp
162
US Bancorp
Minnesota
$580K -$83.1K -863 -9%
BUB
163
BBVA USA Bancshares
Texas
$580K -$76.7K -797 -8%
CIA
164
Cascade Investment Advisors
Oregon
$579K +$13K +135 +2%
NEAM
165
New England Asset Management
Connecticut
$567K +$19.2K +200 +2%
FC
166
FORA Capital
Florida
$566K +$829K +8,610 New
MERSOM
167
Municipal Employees' Retirement System of Michigan
Michigan
$546K
AG
168
Aperio Group
California
$543K +$233K +2,420 +41%
OSIA
169
O'Shares Investment Advisers
Massachusetts
$542K -$60.4K -628 -7%
URS
170
Utah Retirement Systems
Utah
$541K
DIA
171
Dean Investment Associates
Ohio
$522K -$208K -2,161 -21%
SOADOR
172
State of Alaska Department of Revenue
Alaska
$499K +$32.2K +335 +5%
XK
173
Xact Kapitalforvaltning
Sweden
$482K
AAM
174
Azzad Asset Management
Virginia
$480K -$238K -2,478 -25%
Osaic Holdings
175
Osaic Holdings
Arizona
$471K +$688K +7,151 New

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.