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Carter's

284 hedge funds and large institutions have $3.86B invested in Carter's in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 92 increasing their positions, 110 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

6% more capital invested

Capital invested by funds: $3.63B → $3.86B (+$224M)

0.85% less ownership

Funds ownership: 103.02%102.17% (-0.85%)

6% less funds holding

Funds holding: 302284 (-18)

16% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 110

31% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 54

43% less call options, than puts

Call options by funds: $9.43M | Put options by funds: $16.5M

Holders
284
Holders Change
-18
Holders Change %
-5.96%
% of All Funds
5.73%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
37
Increased
92
Reduced
110
Closed
54
Calls
$9.43M
Puts
$16.5M
Net Calls
-$7.06M
Net Calls Change
-$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$459M +$24.2M +290,572 +6%
BlackRock
2
BlackRock
New York
$331M +$11.8M +142,017 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$325M -$17.2M -206,487 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$292M +$114M +1,366,989 +67%
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$234M -$837K -10,058 -0.4%
Mackenzie Financial
6
Mackenzie Financial
Ontario, Canada
$153M -$733K -8,800 -0.5%
ACH
7
ArrowMark Colorado Holdings
Colorado
$112M -$2.51M -30,142 -2%
SCM
8
Shapiro Capital Management
Georgia
$109M +$4.53M +54,427 +5%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$101M +$972K +11,673 +1%
Franklin Resources
10
Franklin Resources
California
$88.8M -$9.46M -113,574 -10%
State Street
11
State Street
Massachusetts
$87.7M -$3.45M -41,392 -4%
Harris Associates
12
Harris Associates
Illinois
$74.3M -$13M -155,885 -15%
SAM
13
Silvercrest Asset Management
New York
$71.6M -$475K -5,700 -0.7%
ACB
14
Aristotle Capital Boston
Massachusetts
$65.5M +$2.42M +29,124 +4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$60.4M -$3.58M -43,018 -6%
Lazard Asset Management
16
Lazard Asset Management
New York
$59.7M +$10.9M +131,518 +24%
Norges Bank
17
Norges Bank
Norway
$45M +$1.29M +15,459 +3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$44.9M +$2.09M +25,051 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$44.1M -$2.56M -30,803 -6%
PCM
20
Polaris Capital Management
Massachusetts
$41.5M +$3.9M +46,823 +11%
BTW
21
Boston Trust Walden
Massachusetts
$37.3M +$10M +120,492 +39%
AQR Capital Management
22
AQR Capital Management
Connecticut
$36.8M +$14.8M +177,287 +71%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$35.3M -$1.98M -23,770 -6%
AAMU
24
Amundi Asset Management US
Massachusetts
$31.4M -$1.85M -22,196 -6%
Northern Trust
25
Northern Trust
Illinois
$29.7M -$1.09M -13,044 -4%

CRI Hedge Fund Activity: Q3 2020 in Review

284 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q3 2020, worth a combined $3.86B — up 6.2% from $3.63B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of CRI and 37 opened new positions — a net loss of 17 holders — while 110 trimmed existing stakes and 92 added.

The largest buyer was JP Morgan Chase, adding an estimated $114M. The largest seller was Citadel Advisors, cutting an estimated $48.9M.

  • 284 institutional investors held Carter's (CRI) as of Q3 2020, down from 302 in Q2 2020.
  • Funds reported $3.86B of Carter's stock for Q3 2020, up 6.2% quarter-over-quarter.
  • 37 funds opened new Carter's positions in Q3 2020 and 54 closed out, a net change of -17 holders.
  • The largest Carter's buyer in Q3 2020 was JP Morgan Chase, an estimated $114M added.
  • The largest Carter's seller in Q3 2020 was Citadel Advisors, an estimated $48.9M sold.

Based on aggregated 13F filings for Q3 2020.