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Carter's
CRI

329 hedge funds and large institutions have $2.65B invested in Carter's in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 125 increasing their positions, 113 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 113

7.08% more ownership

Funds ownership: 110% → 117.08% (+7.1%)

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0% less funds holding

Funds holding: 330 → 329 (-1)

22% less capital invested

Capital invested by funds: $3.4B → $2.65B (-$749M)

24% less call options, than puts

Call options by funds: $9.23M | Put options by funds: $12.2M

Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
125
Reduced
113
Closed
57
Calls
$9.23M
Puts
$12.2M
Net Calls
-$2.94M
Net Calls Change
-$13.1M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$35.9M
2
RI
RWWM Inc
California
+$26.5M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$25.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$21.8M
5
First Trust Advisors
First Trust Advisors
Illinois
+$21.2M

Top Sellers

1
CCPM
Cooper Creek Partners Management
New York
-$53.1M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$27.4M
3
HA
Heartland Advisors
Wisconsin
-$17.2M
4
Norges Bank
Norges Bank
Norway
-$17M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$253M +$21.8M +313,660 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$220M +$352K +5,068 +0.1%
BlackRock
3
BlackRock
New York
$201M -$1.27M -18,327 -0.6%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$154M +$35.9M +516,508 +26%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$93.7M -$5.05M -72,677 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$92M +$5.63M +81,019 +6%
Harris Associates
7
Harris Associates
Illinois
$81.5M -$175K -2,527 -0.2%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$74.9M +$25.8M +371,681 +44%
LSV Asset Management
9
LSV Asset Management
Illinois
$74.1M -$1.46M -21,048 -2%
Charles Schwab
10
Charles Schwab
California
$70M +$394K +5,674 +0.5%
State Street
11
State Street
Massachusetts
$69.4M -$159K -2,288 -0.2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$65.9M +$7.84M +112,947 +12%
BTW
13
Boston Trust Walden
Massachusetts
$65.6M -$5.34M -76,932 -7%
First Trust Advisors
14
First Trust Advisors
Illinois
$63.9M +$21.2M +304,614 +42%
SCM
15
Shapiro Capital Management
Georgia
$49.9M -$2.11M -30,405 -4%
American Century Companies
16
American Century Companies
Missouri
$46.9M +$11.9M +170,960 +29%
WA
17
Wasatch Advisors
Utah
$41.3M +$9.4M +135,330 +25%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$37.4M +$811K +11,682 +2%
AQR Capital Management
19
AQR Capital Management
Connecticut
$34.2M +$13M +186,894 +51%
Northern Trust
20
Northern Trust
Illinois
$33.3M -$2.94M -42,387 -7%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$33.3M -$75.9K -1,093 -0.2%
Morgan Stanley
22
Morgan Stanley
New York
$32.6M +$1.54M +22,223 +4%
ACB
23
Aristotle Capital Boston
Massachusetts
$31.9M -$2.79M -40,168 -7%
Invesco
24
Invesco
Georgia
$28.8M +$18.1M +260,576 +128%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$28.7M -$4.04M -58,242 -11%
1
2 3 4 5

CRI Hedge Fund Activity: Q2 2024 in Review

329 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q2 2024, worth a combined $2.65B — down 22% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new CRI positions and 57 closed out — a net gain of 2 holders — while 125 added to existing stakes and 113 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $35.9M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $53.1M sold.

  • 329 institutional investors held Carter's (CRI) as of Q2 2024, down from 330 in Q1 2024.
  • Funds reported $2.65B of Carter's stock for Q2 2024, down 22% quarter-over-quarter.
  • 59 funds opened new Carter's positions in Q2 2024 and 57 closed out, a net change of +2 holders.
  • The largest Carter's buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $35.9M added.
  • The largest Carter's seller in Q2 2024 was Cooper Creek Partners Management, an estimated $53.1M sold.

Based on aggregated 13F filings for Q2 2024.