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Carter's
CRI

317 hedge funds and large institutions have $2.31B invested in Carter's in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 105

8.81% more ownership

Funds ownership: 109.4% → 118.21% (+8.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 329 → 317 (-12)

10% less capital invested

Capital invested by funds: $2.57B → $2.31B (-$261M)

13% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 68

76% less call options, than puts

Call options by funds: $5.48M | Put options by funds: $22.8M

Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
59
Increased
122
Reduced
105
Closed
68
Calls
$5.48M
Puts
$22.8M
Net Calls
-$17.4M
Net Calls Change
-$17.5M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$99.3M
2
UBS Group
UBS Group
Switzerland
+$84.3M
3
BlackRock
BlackRock
New York
+$75.5M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$55.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$33.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$78.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$56.4M
3
WA
Wasatch Advisors
Utah
-$36.1M
4
Harris Associates
Harris Associates
Illinois
-$23.7M
5
Invesco
Invesco
Georgia
-$20.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
201
Merit Financial Group
Georgia
$291K +$308K +5,369 New
VAM
202
Verity Asset Management
North Carolina
$286K +$302K +5,270 New
BCI
203
Brinker Capital Investments
Pennsylvania
$286K -$109K -1,905 -27%
OPS
204
Orion Portfolio Solutions
Nebraska
$286K -$109K -1,905 -27%
PCA
205
Pallas Capital Advisors
Massachusetts
$281K +$119K +2,074 +67%
KAS
206
Kestra Advisory Services
Texas
$279K -$2.2M -38,366 -88%
HSBC Holdings
207
HSBC Holdings
United Kingdom
$279K +$19.9K +347 +7%
LPL Financial
208
LPL Financial
California
$278K +$68K +1,187 +30%
IPW
209
Impact Partnership Wealth
Georgia
$276K +$79.8K +1,393 +38%
IQI
210
Integrated Quantitative Investments
Washington
$276K +$292K +5,100 New
IAN
211
Integrated Advisors Network
Texas
$260K +$275K +4,796 New
SOW
212
State of Wyoming
Wyoming
$257K +$168K +2,938 +163%
EC
213
EntryPoint Capital
New York
$254K +$269K +4,696 New
SA
214
Sanctuary Advisors
Indiana
$245K +$256K +4,467 New
BC
215
Bridgefront Capital
Texas
$241K +$255K +4,449 New
Pictet Asset Management
216
Pictet Asset Management
Switzerland
$240K – – –
VI
217
Versor Investments
New York
$239K +$253K +4,408 New
Mirae Asset Global ETFs Holdings
218
Mirae Asset Global ETFs Holdings
Hong Kong
$238K -$11.6K -202 -4%
VOYA Investment Management
219
VOYA Investment Management
Georgia
$234K -$112K -1,949 -31%
RWM
220
Ritholtz Wealth Management
New York
$226K -$42.6K -744 -15%
Allspring Global Investments
221
Allspring Global Investments
North Carolina
$223K +$91.3K +1,594 +62%
M&T Bank
222
M&T Bank
New York
$221K +$15.6K +272 +7%
CCIA
223
Campbell & Co Investment Adviser
Maryland
$214K +$226K +3,945 New
Lazard Asset Management
224
Lazard Asset Management
New York
$212K +$223K +3,886 +11,103%
Public Employees Retirement Association of Colorado
225
Public Employees Retirement Association of Colorado
Colorado
$208K – – –
7 8
9
10 11

CRI Hedge Fund Activity: Q4 2024 in Review

317 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2024, worth a combined $2.31B — down 10% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of CRI and 59 opened new positions — a net loss of 9 holders — while 105 trimmed existing stakes and 122 added.

The largest buyer was Pacer Advisors, adding an estimated $99.3M. The largest seller was Wellington Management Group, cutting an estimated $78.3M.

  • 317 institutional investors held Carter's (CRI) as of Q4 2024, down from 329 in Q3 2024.
  • Funds reported $2.31B of Carter's stock for Q4 2024, down 10% quarter-over-quarter.
  • 59 funds opened new Carter's positions in Q4 2024 and 68 closed out, a net change of -9 holders.
  • The largest Carter's buyer in Q4 2024 was Pacer Advisors, an estimated $99.3M added.
  • The largest Carter's seller in Q4 2024 was Wellington Management Group, an estimated $78.3M sold.

Based on aggregated 13F filings for Q4 2024.