Carter's
329 hedge funds and large institutions have $4.22B invested in Carter's in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 132 increasing their positions, 110 reducing their positions, and 46 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 110
0.39% less ownership
Funds ownership: 98.52% → 98.13% (-0.39%)
2% less capital invested
Capital invested by funds: $4.29B → $4.22B (-$71.3M)
7% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 46
2% less funds holding
Funds holding: 337 → 329 (-8)
57% less call options, than puts
Call options by funds: $8.29M | Put options by funds: $19.1M
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$276M |
| 2 |
Lazard Asset Management
New York
|
+$232M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$45.8M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$31.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$223M |
| 2 |
Millennium Management
New York
|
-$55.4M |
| 3 |
SIM
SRS Investment Management
New York
|
-$54.5M |
| 4 |
HP
Hound Partners
New York
|
-$48.8M |
| 5 |
Renaissance Technologies
New York
|
-$30.5M |
CRI Hedge Fund Activity: Q2 2017 in Review
329 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2017, worth a combined $4.22B — down 1.7% from $4.29B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of CRI and 43 opened new positions — a net loss of 3 holders — while 110 trimmed existing stakes and 132 added.
The largest buyer was Janus Henderson Group, adding an estimated $276M. The largest seller was T. Rowe Price Associates, cutting an estimated $223M.
- 329 institutional investors held Carter's (CRI) as of Q2 2017, down from 337 in Q1 2017.
- Funds reported $4.22B of Carter's stock for Q2 2017, down 1.7% quarter-over-quarter.
- 43 funds opened new Carter's positions in Q2 2017 and 46 closed out, a net change of -3 holders.
- The largest Carter's buyer in Q2 2017 was Janus Henderson Group, an estimated $276M added.
- The largest Carter's seller in Q2 2017 was T. Rowe Price Associates, an estimated $223M sold.
Based on aggregated 13F filings for Q2 2017.