Carter's
229 hedge funds and large institutions have $3.9B invested in Carter's in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 74 increasing their positions, 81 reducing their positions, and 35 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
76% more call options, than puts
Call options by funds: $9.93M | Put options by funds: $5.64M
29% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 35
9% more capital invested
Capital invested by funds: $3.56B → $3.9B (+$337M)
4% more funds holding
Funds holding: 220 → 229 (+9)
9% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 81
1.37% less ownership
Funds ownership: 96.03% → 94.66% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HP
Hound Partners
New York
|
+$98.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$88.5M |
| 3 |
MAI
Marble Arch Investments
New York
|
+$65.8M |
| 4 |
SC
Samlyn Capital
New York
|
+$61.8M |
| 5 |
SCA
Southpoint Capital Advisors
New York
|
+$46.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$446M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$108M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$37.4M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$34.3M |
| 5 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
-$24.8M |
CRI Hedge Fund Activity: Q3 2014 in Review
229 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q3 2014, worth a combined $3.9B — up 9.5% from $3.56B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new CRI positions and 35 closed out — a net gain of 10 holders — while 74 added to existing stakes and 81 trimmed.
The largest buyer was Hound Partners, adding an estimated $98.2M. The largest seller was Morgan Stanley, cutting an estimated $446M.
- 229 institutional investors held Carter's (CRI) as of Q3 2014, up from 220 in Q2 2014.
- Funds reported $3.9B of Carter's stock for Q3 2014, up 9.5% quarter-over-quarter.
- 45 funds opened new Carter's positions in Q3 2014 and 35 closed out, a net change of +10 holders.
- The largest Carter's buyer in Q3 2014 was Hound Partners, an estimated $98.2M added.
- The largest Carter's seller in Q3 2014 was Morgan Stanley, an estimated $446M sold.
Based on aggregated 13F filings for Q3 2014.