Carter's
313 hedge funds and large institutions have $3.74B invested in Carter's in 2018 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 146 reducing their positions, and 65 closing their positions.
2.64% less ownership
Funds ownership: 104.03% → 101.39% (-2.6%)
6% less funds holding
Funds holding: 332 → 313 (-19)
21% less capital invested
Capital invested by funds: $4.74B → $3.74B (-$1B)
29% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 65
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
43% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 146
66% less call options, than puts
Call options by funds: $5.99M | Put options by funds: $17.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$208M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$32.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$26.1M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$79.6M |
| 2 |
Goldman Sachs
New York
|
-$76M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$51.3M |
| 4 |
Millennium Management
New York
|
-$35.5M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$34.1M |
CRI Hedge Fund Activity: Q4 2018 in Review
313 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2018, worth a combined $3.74B — down 21% from $4.74B a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of CRI and 46 opened new positions — a net loss of 19 holders — while 146 trimmed existing stakes and 83 added.
The largest buyer was Wellington Management Group, adding an estimated $208M. The largest seller was APG Asset Management, cutting an estimated $79.6M.
- 313 institutional investors held Carter's (CRI) as of Q4 2018, down from 332 in Q3 2018.
- Funds reported $3.74B of Carter's stock for Q4 2018, down 21% quarter-over-quarter.
- 46 funds opened new Carter's positions in Q4 2018 and 65 closed out, a net change of -19 holders.
- The largest Carter's buyer in Q4 2018 was Wellington Management Group, an estimated $208M added.
- The largest Carter's seller in Q4 2018 was APG Asset Management, an estimated $79.6M sold.
Based on aggregated 13F filings for Q4 2018.