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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
Citigroup
176
Citigroup
New York
$458K -$374K -3,885 -36%
OAM
177
Oppenheimer Asset Management
New York
$446K -$6.74K -70 -1%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$440K
M&T Bank
179
M&T Bank
New York
$434K -$555K -5,768 -47%
HSA
180
HBK Sorce Advisory
Pennsylvania
$407K +$109K +1,128 +22%
Mitsubishi UFJ Trust & Banking
181
Mitsubishi UFJ Trust & Banking
Japan
$388K
State of Wisconsin Investment Board
182
State of Wisconsin Investment Board
Wisconsin
$386K -$29.8K -310 -5%
SM
183
Sciencast Management
New Jersey
$383K +$554K +5,755 New
TAM
184
Tocqueville Asset Management
New York
$375K
DCM
185
Dean Capital Management
Kansas
$359K -$89.9K -934 -15%
PSUF
186
People's United Financial
Connecticut
$341K +$19.8K +206 +4%
EVM
187
Eaton Vance Management
Massachusetts
$339K +$289 +3 +0.1%
PIA
188
Piedmont Investment Advisors
North Carolina
$326K +$20.7K +215 +5%
PM
189
Parametrica Management
Hong Kong
$326K +$477K +4,957 New
NA
190
NewEdge Advisors
Louisiana
$321K +$471K +4,891 New
CB
191
Cadence Bank
Mississippi
$304K +$10.6K +110 +2%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$304K +$38.5K +400 +9%
SAM
193
Securian Asset Management
Minnesota
$298K
Neuberger Berman Group
194
Neuberger Berman Group
New York
$287K -$104K -1,083 -20%
ICM
195
Invenomic Capital Management
Massachusetts
$287K +$420K +4,369 New
SAM
196
Shell Asset Management
Netherlands
$282K -$6.35K -66 -2%
MF
197
Magnetar Financial
Illinois
$278K +$406K +4,222 New
JMPWA
198
JP Morgan Private Wealth Advisors
California
$277K +$406K +4,215 New
Mercer Global Advisors
199
Mercer Global Advisors
Colorado
$274K -$856K -8,896 -68%
Zurich Cantonal Bank
200
Zurich Cantonal Bank
Switzerland
$257K +$83.8K +871 +29%

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.