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Carter's

234 hedge funds and large institutions have $3.86B invested in Carter's in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 103 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $4.7M | Put options by funds: $2.19M

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

4.53% more ownership

Funds ownership: 94.06%98.59% (+4.5%)

2% more funds holding

Funds holding: 230234 (+4)

9% less capital invested

Capital invested by funds: $4.22B → $3.86B (-$368M)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

24% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 103

Holders
234
Holders Change
+4
Holders Change %
+1.74%
% of All Funds
6.79%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
36
Increased
78
Reduced
103
Closed
32
Calls
$4.7M
Puts
$2.19M
Net Calls
+$2.5M
Net Calls Change
-$1.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$436M -$12.1M -169,495 -3%
Tiger Global Management
2
Tiger Global Management
New York
$406M +$110M +1,543,031 +38%
JHIU
3
Janus Henderson Investors US
Colorado
$262M +$47.2M +663,064 +22%
Vanguard Group
4
Vanguard Group
Pennsylvania
$218M -$11M -154,645 -5%
PCM
5
Pennant Capital Management
New Jersey
$208M +$12.1M +170,000 +6%
HP
6
Hound Partners
New York
$175M
BIT
7
BlackRock Institutional Trust
California
$162M +$53M +743,525 +49%
Alkeon Capital Management
8
Alkeon Capital Management
New York
$121M +$7.12M +100,000 +6%
Harris Associates
9
Harris Associates
Illinois
$109M -$30.8M -432,502 -22%
BFA
10
BlackRock Fund Advisors
California
$107M +$1.27M +17,883 +1%
State Street
11
State Street
Massachusetts
$102M -$9.2M -129,244 -8%
WRF
12
Waddell & Reed Financial
Kansas
$78.3M +$77.7M +1,090,990 New
HCM
13
Hoplite Capital Management
New York
$77.1M -$64.9M -911,076 -46%
GCM
14
Glenview Capital Management
New York
$75.7M +$17.6M +246,604 +31%
Goldman Sachs
15
Goldman Sachs
New York
$70.7M -$12.6M -176,986 -15%
MAI
16
Marble Arch Investments
New York
$58.2M
WEC
17
White Elm Capital
Connecticut
$55.6M +$18.2M +255,600 +49%
Citadel Advisors
18
Citadel Advisors
Florida
$51.7M +$39.6M +556,340 +340%
ACH
19
ArrowMark Colorado Holdings
Colorado
$47.8M +$26.8M +376,225 +130%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$38.4M -$3.75M -52,722 -9%
SCA
21
Southpoint Capital Advisors
New York
$35.9M -$14.2M -200,000 -29%
Norges Bank
22
Norges Bank
Norway
$34.7M -$1.04M -14,648 -3%
Northern Trust
23
Northern Trust
Illinois
$30.6M -$1.75M -24,525 -5%
TCIM
24
TIAA CREF Investment Management
New York
$30.4M -$1.87M -26,259 -6%
SFM
25
Soros Fund Management
New York
$28M +$6.77M +95,000 +32%

CRI Hedge Fund Activity: Q4 2013 in Review

234 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2013, worth a combined $3.86B — down 8.7% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CRI positions and 32 closed out — a net gain of 4 holders — while 78 added to existing stakes and 103 trimmed.

The largest buyer was Tiger Global Management, adding an estimated $110M. The largest seller was Viking Global Investors, exiting entirely with an estimated $214M sold.

  • 234 institutional investors held Carter's (CRI) as of Q4 2013, up from 230 in Q3 2013.
  • Funds reported $3.86B of Carter's stock for Q4 2013, down 8.7% quarter-over-quarter.
  • 36 funds opened new Carter's positions in Q4 2013 and 32 closed out, a net change of +4 holders.
  • The largest Carter's buyer in Q4 2013 was Tiger Global Management, an estimated $110M added.
  • The largest Carter's seller in Q4 2013 was Viking Global Investors, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2013.