Carter's
367 hedge funds and large institutions have $4.88B invested in Carter's in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 133 increasing their positions, 141 reducing their positions, and 58 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
1% more capital invested
Capital invested by funds: $4.81B → $4.88B (+$70.3M)
4% less call options, than puts
Call options by funds: $51M | Put options by funds: $53.1M
6% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 141
2.15% less ownership
Funds ownership: 98.52% → 96.38% (-2.1%)
4% less funds holding
Funds holding: 384 → 367 (-17)
24% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$72.8M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$55.5M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$53.6M |
| 4 |
IP
Interval Partners
New York
|
+$37.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Darsana Capital Partners
New York
|
-$78M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$45.7M |
| 3 |
Millennium Management
New York
|
-$44.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.3M |
| 5 |
Lazard Asset Management
New York
|
-$26M |
CRI Hedge Fund Activity: Q2 2018 in Review
367 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2018, worth a combined $4.88B — up 1.5% from $4.81B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of CRI and 44 opened new positions — a net loss of 14 holders — while 141 trimmed existing stakes and 133 added.
The largest buyer was Goldman Sachs, adding an estimated $72.8M. The largest seller was Darsana Capital Partners, exiting entirely with an estimated $78M sold.
- 367 institutional investors held Carter's (CRI) as of Q2 2018, down from 384 in Q1 2018.
- Funds reported $4.88B of Carter's stock for Q2 2018, up 1.5% quarter-over-quarter.
- 44 funds opened new Carter's positions in Q2 2018 and 58 closed out, a net change of -14 holders.
- The largest Carter's buyer in Q2 2018 was Goldman Sachs, an estimated $72.8M added.
- The largest Carter's seller in Q2 2018 was Darsana Capital Partners, an estimated $78M sold.
Based on aggregated 13F filings for Q2 2018.