Carter's
332 hedge funds and large institutions have $4.74B invested in Carter's in 2018 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 68 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7.65% more ownership
Funds ownership: 96.38% → 104.03% (+7.7%)
2% less capital invested
Capital invested by funds: $4.85B → $4.74B (-$102M)
10% less funds holding
Funds holding: 367 → 332 (-35)
14% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 139
46% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 68
83% less call options, than puts
Call options by funds: $7.3M | Put options by funds: $43.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$228M |
| 2 |
Millennium Management
New York
|
+$111M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$109M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$74.1M |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
-$88.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$68.8M |
| 3 |
TCM
TimesSquare Capital Management
New York
|
-$44.6M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$42.8M |
| 5 |
IP
Interval Partners
New York
|
-$38M |
CRI Hedge Fund Activity: Q3 2018 in Review
332 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q3 2018, worth a combined $4.74B — down 2.1% from $4.85B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of CRI and 37 opened new positions — a net loss of 31 holders — while 139 trimmed existing stakes and 119 added.
The largest buyer was Victory Capital Management, adding an estimated $228M. The largest seller was Congress Asset Management, exiting entirely with an estimated $88.3M sold.
- 332 institutional investors held Carter's (CRI) as of Q3 2018, down from 367 in Q2 2018.
- Funds reported $4.74B of Carter's stock for Q3 2018, down 2.1% quarter-over-quarter.
- 37 funds opened new Carter's positions in Q3 2018 and 68 closed out, a net change of -31 holders.
- The largest Carter's buyer in Q3 2018 was Victory Capital Management, an estimated $228M added.
- The largest Carter's seller in Q3 2018 was Congress Asset Management, an estimated $88.3M sold.
Based on aggregated 13F filings for Q3 2018.