Carter's
301 hedge funds and large institutions have $4.19B invested in Carter's in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 91 increasing their positions, 115 reducing their positions, and 35 closing their positions.
51% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 35
5% more funds holding
Funds holding: 287 → 301 (+14)
2% less capital invested
Capital invested by funds: $4.29B → $4.19B (-$104M)
2.32% less ownership
Funds ownership: 100.18% → 97.86% (-2.3%)
21% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 115
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
31% less call options, than puts
Call options by funds: $9.38M | Put options by funds: $13.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$62.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$53.9M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$48.6M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$39.9M |
| 5 |
Swedbank
Stockholm,
Sweden
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$96M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$67.1M |
| 3 |
JP Morgan Chase
New York
|
-$45.6M |
| 4 |
Millennium Management
New York
|
-$41.3M |
| 5 |
SAM
Silvercrest Asset Management
New York
|
-$40.9M |
CRI Hedge Fund Activity: Q4 2021 in Review
301 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2021, worth a combined $4.19B — down 2.4% from $4.29B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new CRI positions and 35 closed out — a net gain of 18 holders — while 91 added to existing stakes and 115 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $62.5M. The largest seller was Wellington Management Group, cutting an estimated $96M.
- 301 institutional investors held Carter's (CRI) as of Q4 2021, up from 287 in Q3 2021.
- Funds reported $4.19B of Carter's stock for Q4 2021, down 2.4% quarter-over-quarter.
- 53 funds opened new Carter's positions in Q4 2021 and 35 closed out, a net change of +18 holders.
- The largest Carter's buyer in Q4 2021 was AllianceBernstein, an estimated $62.5M added.
- The largest Carter's seller in Q4 2021 was Wellington Management Group, an estimated $96M sold.
Based on aggregated 13F filings for Q4 2021.