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Carter's

317 hedge funds and large institutions have $2.31B invested in Carter's in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 105 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 105

8.81% more ownership

Funds ownership: 109.4%118.21% (+8.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 329317 (-12)

10% less capital invested

Capital invested by funds: $2.57B → $2.31B (-$261M)

13% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 68

76% less call options, than puts

Call options by funds: $5.48M | Put options by funds: $22.8M

Holders
317
Holders Change
-12
Holders Change %
-3.65%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
59
Increased
122
Reduced
105
Closed
68
Calls
$5.48M
Puts
$22.8M
Net Calls
-$17.4M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$241M +$75.5M +1,318,310 +42%
Vanguard Group
2
Vanguard Group
Pennsylvania
$211M +$21M +366,293 +10%
JP Morgan Chase
3
JP Morgan Chase
New York
$155M -$56.4M -984,068 -26%
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$154M +$99.3M +1,732,857 +155%
First Trust Advisors
5
First Trust Advisors
Illinois
$104M +$27.5M +479,961 +33%
AQR Capital Management
6
AQR Capital Management
Connecticut
$93.1M +$55.3M +964,494 +124%
UBS Group
7
UBS Group
Switzerland
$87.5M +$84.3M +1,471,332 +1,030%
State Street
8
State Street
Massachusetts
$67.9M +$7.89M +137,689 +12%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$67.7M +$8.54M +149,058 +14%
Charles Schwab
10
Charles Schwab
California
$67.5M +$4.25M +74,133 +6%
LSV Asset Management
11
LSV Asset Management
Illinois
$62.1M -$3.49M -61,000 -5%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$61M +$33.5M +584,850 +108%
American Century Companies
13
American Century Companies
Missouri
$57.8M +$8.16M +142,514 +15%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$56.1M -$6.4M -111,693 -10%
RI
15
RWWM Inc
California
$48.4M +$19.5M +339,879 +61%
Morgan Stanley
16
Morgan Stanley
New York
$45.3M +$5.63M +98,227 +13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$43.9M -$10.7M -187,169 -19%
Allianz Asset Management
18
Allianz Asset Management
Germany
$32M +$9.77M +170,528 +41%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$30.7M -$1.95M -34,070 -6%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$28.8M +$554K +9,675 +2%
BTW
21
Boston Trust Walden
Massachusetts
$27.8M -$7.51M -131,133 -20%
RP
22
Reinhart Partners
Wisconsin
$25.3M -$3.22M -56,176 -11%
ACB
23
Aristotle Capital Boston
Massachusetts
$24.7M -$2.94M -51,241 -10%
Northern Trust
24
Northern Trust
Illinois
$24M +$2.84M +49,577 +13%
Walleye Capital
25
Walleye Capital
New York
$22M +$13.3M +231,829 +133%

CRI Hedge Fund Activity: Q4 2024 in Review

317 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Carter's (CRI) for Q4 2024, worth a combined $2.31B — down 10% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of CRI and 59 opened new positions — a net loss of 9 holders — while 105 trimmed existing stakes and 122 added.

The largest buyer was Pacer Advisors, adding an estimated $99.3M. The largest seller was Wellington Management Group, cutting an estimated $78.3M.

  • 317 institutional investors held Carter's (CRI) as of Q4 2024, down from 329 in Q3 2024.
  • Funds reported $2.31B of Carter's stock for Q4 2024, down 10% quarter-over-quarter.
  • 59 funds opened new Carter's positions in Q4 2024 and 68 closed out, a net change of -9 holders.
  • The largest Carter's buyer in Q4 2024 was Pacer Advisors, an estimated $99.3M added.
  • The largest Carter's seller in Q4 2024 was Wellington Management Group, an estimated $78.3M sold.

Based on aggregated 13F filings for Q4 2024.