Carter's
330 hedge funds and large institutions have $3.4B invested in Carter's in 2024 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 121 reducing their positions, and 43 closing their positions.
93% more call options, than puts
Call options by funds: $21.1M | Put options by funds: $10.9M
26% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 43
11% more capital invested
Capital invested by funds: $3.06B → $3.4B (+$335M)
3% more funds holding
Funds holding: 320 → 330 (+10)
0.98% less ownership
Funds ownership: 110.98% → 110% (-0.98%)
5% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 121
100% less funds holding in top 10
Funds holding in top 10: 5 → 0 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$50.9M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$42.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$38.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$34M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$21.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$123M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$47.1M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$34.2M |
| 4 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
-$27.8M |
| 5 |
Bank of New York Mellon
New York
|
-$18.5M |
CRI Hedge Fund Activity: Q1 2024 in Review
330 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q1 2024, worth a combined $3.4B — up 11% from $3.06B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new CRI positions and 43 closed out — a net gain of 11 holders — while 115 added to existing stakes and 121 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $50.9M. The largest seller was Shapiro Capital Management, cutting an estimated $123M.
- 330 institutional investors held Carter's (CRI) as of Q1 2024, up from 320 in Q4 2023.
- Funds reported $3.4B of Carter's stock for Q1 2024, up 11% quarter-over-quarter.
- 54 funds opened new Carter's positions in Q1 2024 and 43 closed out, a net change of +11 holders.
- The largest Carter's buyer in Q1 2024 was JP Morgan Chase, an estimated $50.9M added.
- The largest Carter's seller in Q1 2024 was Shapiro Capital Management, an estimated $123M sold.
Based on aggregated 13F filings for Q1 2024.