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TAST

Carrols Restaurant Group, Inc.

Delisted

TAST was delisted on the 15th of May, 2024.

84 hedge funds and large institutions have $191M invested in Carrols Restaurant Group, Inc. in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1% more capital invested

Capital invested by funds: $189M → $191M (+$2.43M)

12% less funds holding

Funds holding: 9584 (-11)

34% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 35

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

91% less call options, than puts

Call options by funds: $13K | Put options by funds: $142K

Holders
84
Holders Change
-11
Holders Change %
-11.58%
% of All Funds
2.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
7
Increased
23
Reduced
35
Closed
17
Calls
$13K
Puts
$142K
Net Calls
-$129K
Net Calls Change
+$547K
Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
RBF Capital
California
$1.54M
KCM
27
Kennedy Capital Management
Missouri
$1.51M -$19.3K -2,667 -1%
TCIM
28
TIAA CREF Investment Management
New York
$1.28M
Geode Capital Management
29
Geode Capital Management
Massachusetts
$1.25M +$30.1K +4,161 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.25M
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.23M +$149K +20,640 +14%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$1.15M +$285K +39,400 +32%
JP Morgan Chase
33
JP Morgan Chase
New York
$1.07M
GMCM
34
Gruber & McBaine Capital Management
California
$1.07M +$361K +50,000 +50%
PPA
35
Parametric Portfolio Associates
Washington
$1.03M +$51.3K +7,099 +5%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$1M -$3.85M -533,262 -79%
MCM
37
Munder Capital Management
Michigan
$989K -$85.6K -11,852 -8%
GC
38
Gruss & Co
Florida
$881K
BIM
39
BlackRock Investment Management
Delaware
$831K +$16.8K +2,330 +2%
Renaissance Technologies
40
Renaissance Technologies
New York
$813K -$411K -56,862 -33%
CCMH
41
Cornerstone Capital Management Holdings
New York
$514K -$56.3K -7,800 -10%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$462K +$4.11K +569 +0.9%
DC
43
Deere & Company
Illinois
$458K -$114K -15,837 -20%
Charles Schwab
44
Charles Schwab
California
$368K
GCP
45
GSA Capital Partners
United Kingdom
$359K +$246K +34,000 +206%
OHCM
46
Orchard Hill Capital Management
New York
$356K
SC
47
Sasco Capital
Connecticut
$352K
Goldman Sachs
48
Goldman Sachs
New York
$331K +$148K +20,494 +79%
Nomura Holdings
49
Nomura Holdings
Japan
$307K -$4.22K -585 -1%
Invesco
50
Invesco
Georgia
$297K +$12.6K +1,741 +4%

TAST Hedge Fund Activity: Q3 2014 in Review

84 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q3 2014, worth a combined $191M — up 1.3% from $189M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of TAST and 7 opened new positions — a net loss of 10 holders — while 35 trimmed existing stakes and 23 added.

The largest buyer was Cove Street Capital, opening a new position worth an estimated $17.9M. The largest seller was Boston Partners, exiting entirely with an estimated $3.94M sold.

  • 84 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q3 2014, down from 95 in Q2 2014.
  • Funds reported $191M of Carrols Restaurant Group, Inc. stock for Q3 2014, up 1.3% quarter-over-quarter.
  • 7 funds opened new Carrols Restaurant Group, Inc. positions in Q3 2014 and 17 closed out, a net change of -10 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q3 2014 was Cove Street Capital, an estimated $17.9M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q3 2014 was Boston Partners, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2014.