Carter's
305 hedge funds and large institutions have $3.02B invested in Carter's in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 110 increasing their positions, 100 reducing their positions, and 41 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
10% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 100
3.48% more ownership
Funds ownership: 107.99% → 111.47% (+3.5%)
8% more call options, than puts
Call options by funds: $6.51M | Put options by funds: $6M
5% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 41
1% less funds holding
Funds holding: 307 → 305 (-2)
2% less capital invested
Capital invested by funds: $3.08B → $3.02B (-$58.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$42.5M |
| 2 |
Renaissance Technologies
New York
|
+$27.9M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$23.9M |
| 4 |
Rockefeller Capital Management
New York
|
+$20.9M |
| 5 |
NCM
Nine27 Capital Management
New York
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$77.3M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$54.4M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$18.9M |
| 4 |
BlackRock
New York
|
-$18.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.5M |
CRI Hedge Fund Activity: Q1 2023 in Review
305 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2023, worth a combined $3.02B — down 1.9% from $3.08B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new CRI positions and 41 closed out — a net gain of 2 holders — while 110 added to existing stakes and 100 trimmed.
The largest buyer was Charles Schwab, adding an estimated $42.5M. The largest seller was Victory Capital Management, cutting an estimated $77.3M.
- 305 institutional investors held Carter's (CRI) as of Q1 2023, down from 307 in Q4 2022.
- Funds reported $3.02B of Carter's stock for Q1 2023, down 1.9% quarter-over-quarter.
- 43 funds opened new Carter's positions in Q1 2023 and 41 closed out, a net change of +2 holders.
- The largest Carter's buyer in Q1 2023 was Charles Schwab, an estimated $42.5M added.
- The largest Carter's seller in Q1 2023 was Victory Capital Management, an estimated $77.3M sold.
Based on aggregated 13F filings for Q1 2023.