Carter's
303 hedge funds and large institutions have $5.26B invested in Carter's in 2015 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 119 increasing their positions, 101 reducing their positions, and 28 closing their positions.
381% more call options, than puts
Call options by funds: $40.2M | Put options by funds: $8.37M
100% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 28
18% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 101
12% more capital invested
Capital invested by funds: $4.68B → $5.26B (+$573M)
10% more funds holding
Funds holding: 275 → 303 (+28)
1.89% less ownership
Funds ownership: 96.02% → 94.13% (-1.9%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$109M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$64.8M |
| 3 |
Goldman Sachs
New York
|
+$63.6M |
| 4 |
SAM
Scopus Asset Management
New York
|
+$47.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$147M |
| 2 |
GCM
Glenview Capital Management
New York
|
-$128M |
| 3 |
PCM
Pennant Capital Management
Summit,
New Jersey
|
-$102M |
| 4 |
HP
Hound Partners
New York
|
-$98.8M |
| 5 |
TCP
Tourbillon Capital Partners
New York
|
-$65.2M |
CRI Hedge Fund Activity: Q2 2015 in Review
303 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2015, worth a combined $5.26B — up 12% from $4.68B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new CRI positions and 28 closed out — a net gain of 28 holders — while 119 added to existing stakes and 101 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $109M. The largest seller was Waddell & Reed Financial, cutting an estimated $147M.
- 303 institutional investors held Carter's (CRI) as of Q2 2015, up from 275 in Q1 2015.
- Funds reported $5.26B of Carter's stock for Q2 2015, up 12% quarter-over-quarter.
- 56 funds opened new Carter's positions in Q2 2015 and 28 closed out, a net change of +28 holders.
- The largest Carter's buyer in Q2 2015 was Victory Capital Management, an estimated $109M added.
- The largest Carter's seller in Q2 2015 was Waddell & Reed Financial, an estimated $147M sold.
Based on aggregated 13F filings for Q2 2015.