Carter's
321 hedge funds and large institutions have $4.74B invested in Carter's in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 109 reducing their positions, and 47 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
66% more call options, than puts
Call options by funds: $8.12M | Put options by funds: $4.88M
14% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 109
12% more capital invested
Capital invested by funds: $4.22B → $4.74B (+$514M)
2.21% more ownership
Funds ownership: 98.13% → 100.34% (+2.2%)
6% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 47
2% less funds holding
Funds holding: 328 → 321 (-7)
Top Buyers
| 1 |
Lazard Asset Management
New York
|
+$77.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.6M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
+$34.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$30.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$30.4M |
Top Sellers
| 1 |
SIM
SRS Investment Management
New York
|
-$67.3M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
-$47.4M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$39.1M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$26.9M |
| 5 |
VM
Valinor Management
New York
|
-$26.5M |
CRI Hedge Fund Activity: Q3 2017 in Review
321 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q3 2017, worth a combined $4.74B — up 12% from $4.22B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of CRI and 44 opened new positions — a net loss of 3 holders — while 109 trimmed existing stakes and 124 added.
The largest buyer was Lazard Asset Management, adding an estimated $77.8M. The largest seller was SRS Investment Management, exiting entirely with an estimated $67.3M sold.
- 321 institutional investors held Carter's (CRI) as of Q3 2017, down from 328 in Q2 2017.
- Funds reported $4.74B of Carter's stock for Q3 2017, up 12% quarter-over-quarter.
- 44 funds opened new Carter's positions in Q3 2017 and 47 closed out, a net change of -3 holders.
- The largest Carter's buyer in Q3 2017 was Lazard Asset Management, an estimated $77.8M added.
- The largest Carter's seller in Q3 2017 was SRS Investment Management, an estimated $67.3M sold.
Based on aggregated 13F filings for Q3 2017.