Carter's
305 hedge funds and large institutions have $3.77B invested in Carter's in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 120 increasing their positions, 100 reducing their positions, and 40 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 100
15% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 40
2.3% more ownership
Funds ownership: 97.86% → 100.16% (+2.3%)
1% more funds holding
Funds holding: 301 → 305 (+4)
6% more call options, than puts
Call options by funds: $4.54M | Put options by funds: $4.3M
10% less capital invested
Capital invested by funds: $4.19B → $3.77B (-$417M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$42.1M |
| 2 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$37.6M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$26.3M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$20.6M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$91.3M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$39.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$29.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$19.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18.2M |
CRI Hedge Fund Activity: Q1 2022 in Review
305 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2022, worth a combined $3.77B — down 10% from $4.19B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new CRI positions and 40 closed out — a net gain of 6 holders — while 120 added to existing stakes and 100 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $42.1M. The largest seller was Wellington Management Group, cutting an estimated $91.3M.
- 305 institutional investors held Carter's (CRI) as of Q1 2022, up from 301 in Q4 2021.
- Funds reported $3.77B of Carter's stock for Q1 2022, down 10% quarter-over-quarter.
- 46 funds opened new Carter's positions in Q1 2022 and 40 closed out, a net change of +6 holders.
- The largest Carter's buyer in Q1 2022 was Fuller & Thaler Asset Management, an estimated $42.1M added.
- The largest Carter's seller in Q1 2022 was Wellington Management Group, an estimated $91.3M sold.
Based on aggregated 13F filings for Q1 2022.