Carter's
301 hedge funds and large institutions have $4.11B invested in Carter's in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 109 reducing their positions, and 48 closing their positions.
4% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 48
0.29% more ownership
Funds ownership: 104.44% → 104.73% (+0.29%)
1% less funds holding
Funds holding: 303 → 301 (-2)
4% less capital invested
Capital invested by funds: $4.29B → $4.11B (-$180M)
8% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 109
17% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $12.3M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$61.5M |
| 2 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$49.8M |
| 3 |
BlackRock
New York
|
+$33.2M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$31.7M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$85.5M |
| 2 |
Lazard Asset Management
New York
|
-$64.2M |
| 3 |
Holocene Advisors
New York
|
-$44.2M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$23.3M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$22.6M |
CRI Hedge Fund Activity: Q1 2021 in Review
301 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2021, worth a combined $4.11B — down 4.2% from $4.29B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new CRI positions and 48 closed out — a net gain of 2 holders — while 100 added to existing stakes and 109 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $61.5M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $85.5M.
- 301 institutional investors held Carter's (CRI) as of Q1 2021, down from 303 in Q4 2020.
- Funds reported $4.11B of Carter's stock for Q1 2021, down 4.2% quarter-over-quarter.
- 50 funds opened new Carter's positions in Q1 2021 and 48 closed out, a net change of +2 holders.
- The largest Carter's buyer in Q1 2021 was Victory Capital Management, an estimated $61.5M added.
- The largest Carter's seller in Q1 2021 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $85.5M sold.
Based on aggregated 13F filings for Q1 2021.