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TAST

Carrols Restaurant Group, Inc.

Delisted

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

123 hedge funds and large institutions have $352M invested in Carrols Restaurant Group, Inc. in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

80% more call options, than puts

Call options by funds: $340K | Put options by funds: $189K

8% more funds holding

Funds holding: 114123 (+9)

2% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 41

10% less capital invested

Capital invested by funds: $390M → $352M (-$37.9M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
22
Increased
42
Reduced
41
Closed
11
Calls
$340K
Puts
$189K
Net Calls
+$151K
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Prelude Capital Management
New York
$2.65M +$111K +8,824 +4%
MSL
27
Mackay Shields LLC
New York
$2.61M +$2.93M +233,316 New
PI
28
Putnam Investments
Massachusetts
$2.4M -$214K -17,058 -7%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$2.32M +$156K +12,454 +6%
Deutsche Bank
30
Deutsche Bank
Germany
$2.25M -$409K -32,572 -14%
CCM
31
Cohen Capital Management
California
$2.24M -$763K -60,710 -22%
RC
32
RBF Capital
California
$2.24M
Morgan Stanley
33
Morgan Stanley
New York
$2.14M +$510K +40,591 +27%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$2.13M -$5.85K -466 -0.2%
Victory Capital Management
35
Victory Capital Management
Texas
$2.04M -$57.4K -4,572 -2%
PIC
36
PCJ Investment Counsel
Ontario, Canada
$2.02M +$350K +27,850 +18%
SAM
37
Stansberry Asset Management
Texas
$1.96M +$2.2M +174,808 New
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.86M -$167K -13,300 -7%
Charles Schwab
39
Charles Schwab
California
$1.83M +$9.82K +782 +0.5%
TCIM
40
TIAA CREF Investment Management
New York
$1.67M -$266K -21,200 -12%
TCM
41
Trafelet Capital Management
New York
$1.63M -$6.94M -552,204 -79%
2L
42
22NW LP
Washington
$1.63M -$4.81M -383,164 -73%
BCM
43
Bridgeway Capital Management
Texas
$1.59M +$251K +20,000 +16%
AG
44
Algert Global
California
$1.56M +$1.75M +139,439 New
Goldman Sachs
45
Goldman Sachs
New York
$1.55M +$352K +28,006 +25%
NFAM
46
North Fourth Asset Management
New Jersey
$1.44M +$1.62M +128,782 New
FG
47
Formula Growth
Quebec, Canada
$1.4M
MWNA
48
Marshall Wace North America
New York
$1.12M +$1.25M +99,738 New
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$1.09M
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$1.05M -$90.6K -7,212 -7%

TAST Hedge Fund Activity: Q1 2018 in Review

123 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q1 2018, worth a combined $352M — down 9.7% from $390M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TAST positions and 11 closed out — a net gain of 11 holders — while 42 added to existing stakes and 41 trimmed.

The largest buyer was Millennium Management, adding an estimated $5.25M. The largest seller was Wallace Capital Management, exiting entirely with an estimated $8.51M sold.

  • 123 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q1 2018, up from 114 in Q4 2017.
  • Funds reported $352M of Carrols Restaurant Group, Inc. stock for Q1 2018, down 9.7% quarter-over-quarter.
  • 22 funds opened new Carrols Restaurant Group, Inc. positions in Q1 2018 and 11 closed out, a net change of +11 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q1 2018 was Millennium Management, an estimated $5.25M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q1 2018 was Wallace Capital Management, an estimated $8.51M sold.

Based on aggregated 13F filings for Q1 2018.