Carter's
284 hedge funds and large institutions have $3.86B invested in Carter's in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 54 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
6% more capital invested
Capital invested by funds: $3.63B → $3.86B (+$224M)
0.85% less ownership
Funds ownership: 103.02% → 102.17% (-0.85%)
6% less funds holding
Funds holding: 302 → 284 (-18)
16% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 110
31% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 54
43% less call options, than puts
Call options by funds: $9.43M | Put options by funds: $16.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$114M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$24.2M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$18.8M |
| 4 |
D.E. Shaw & Co
New York
|
+$16.1M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$48.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.8M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$30.1M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$30.1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$28.8M |
CRI Hedge Fund Activity: Q3 2020 in Review
284 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q3 2020, worth a combined $3.86B — up 6.2% from $3.63B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of CRI and 37 opened new positions — a net loss of 17 holders — while 110 trimmed existing stakes and 92 added.
The largest buyer was JP Morgan Chase, adding an estimated $114M. The largest seller was Citadel Advisors, cutting an estimated $48.9M.
- 284 institutional investors held Carter's (CRI) as of Q3 2020, down from 302 in Q2 2020.
- Funds reported $3.86B of Carter's stock for Q3 2020, up 6.2% quarter-over-quarter.
- 37 funds opened new Carter's positions in Q3 2020 and 54 closed out, a net change of -17 holders.
- The largest Carter's buyer in Q3 2020 was JP Morgan Chase, an estimated $114M added.
- The largest Carter's seller in Q3 2020 was Citadel Advisors, an estimated $48.9M sold.
Based on aggregated 13F filings for Q3 2020.