Carter's
307 hedge funds and large institutions have $3.08B invested in Carter's in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 120 reducing their positions, and 37 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
38% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 37
10% more capital invested
Capital invested by funds: $2.81B → $3.08B (+$269M)
3% more funds holding
Funds holding: 298 → 307 (+9)
8% less call options, than puts
Call options by funds: $5.38M | Put options by funds: $5.83M
1.79% less ownership
Funds ownership: 109.77% → 107.99% (-1.8%)
22% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$26.3M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$25M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$23.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$16.2M |
| 5 |
BlackRock
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$42.2M |
| 2 |
Rockefeller Capital Management
New York
|
-$28.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$27M |
| 4 |
Millennium Management
New York
|
-$22.5M |
| 5 |
RA
Royce & Associates
New York
|
-$22.2M |
CRI Hedge Fund Activity: Q4 2022 in Review
307 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2022, worth a combined $3.08B — up 9.6% from $2.81B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new CRI positions and 37 closed out — a net gain of 14 holders — while 94 added to existing stakes and 120 trimmed.
The largest buyer was Franklin Resources, adding an estimated $26.3M. The largest seller was Wellington Management Group, cutting an estimated $42.2M.
- 307 institutional investors held Carter's (CRI) as of Q4 2022, up from 298 in Q3 2022.
- Funds reported $3.08B of Carter's stock for Q4 2022, up 9.6% quarter-over-quarter.
- 51 funds opened new Carter's positions in Q4 2022 and 37 closed out, a net change of +14 holders.
- The largest Carter's buyer in Q4 2022 was Franklin Resources, an estimated $26.3M added.
- The largest Carter's seller in Q4 2022 was Wellington Management Group, an estimated $42.2M sold.
Based on aggregated 13F filings for Q4 2022.