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TAST

Carrols Restaurant Group, Inc.

Delisted

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

132 hedge funds and large institutions have $328M invested in Carrols Restaurant Group, Inc. in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

0% more funds holding

Funds holding: 132132 (0)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

30% less capital invested

Capital invested by funds: $468M → $328M (-$140M)

36% less call options, than puts

Call options by funds: $132K | Put options by funds: $206K

Holders
132
Holders Change
Holders Change %
0%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
49
Reduced
45
Closed
18
Calls
$132K
Puts
$206K
Net Calls
-$74K
Net Calls Change
-$437K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$3.41M -$180K -15,089 -4%
Charles Schwab
27
Charles Schwab
California
$3.26M +$925K +77,435 +31%
PCM
28
Penn Capital Management
Pennsylvania
$2.78M +$3.37M +282,364 New
PAM
29
Panagora Asset Management
Massachusetts
$2.77M +$716K +59,926 +27%
EAM
30
Eagle Asset Management
Florida
$2.23M +$25.8K +2,159 +1%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$2.01M +$1.3M +108,600 +114%
RC
32
RBF Capital
California
$1.97M
OAM
33
Oxford Asset Management
United Kingdom
$1.89M -$764K -63,966 -25%
PCM
34
Prelude Capital Management
New York
$1.88M -$14.4K -1,210 -0.6%
Hotchkis & Wiley Capital Management
35
Hotchkis & Wiley Capital Management
California
$1.86M +$35.8K +2,996 +2%
Victory Capital Management
36
Victory Capital Management
Texas
$1.76M +$23.3K +1,950 +1%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$1.74M +$232K +19,396 +12%
Two Sigma Investments
38
Two Sigma Investments
New York
$1.73M -$672K -56,271 -24%
AG
39
Algert Global
California
$1.66M -$375K -31,428 -16%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$1.61M -$837K -70,097 -30%
PIC
41
PCJ Investment Counsel
Ontario, Canada
$1.55M +$714K +59,816 +61%
MAM
42
Martingale Asset Management
Massachusetts
$1.54M +$782K +65,500 +72%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1.54M -$252K -21,143 -12%
BCM
44
Bridgeway Capital Management
Texas
$1.53M +$167K +14,000 +10%
MSL
45
Mackay Shields LLC
New York
$1.52M -$1.22M -102,248 -40%
PPA
46
Parametric Portfolio Associates
Washington
$1.51M +$413K +34,562 +29%
Prudential Financial
47
Prudential Financial
New Jersey
$1.45M -$115K -9,657 -6%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$1.41M +$364K +30,500 +27%
SCA
49
Secor Capital Advisors
New York
$1.18M -$614K -51,449 -30%
ET
50
Equitable Trust
Tennessee
$1.13M +$533K +44,623 +63%

TAST Hedge Fund Activity: Q4 2018 in Review

132 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q4 2018, worth a combined $328M — down 30% from $468M a quarter earlier.

Fund positioning in TAST was balanced in Q4 2018: 18 funds opened new positions, 18 closed out, 49 added to existing stakes and 45 trimmed.

The largest buyer was Monarch Partners Asset Management, adding an estimated $4.82M. The largest seller was Morgan Stanley, cutting an estimated $10.3M.

  • 132 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $328M of Carrols Restaurant Group, Inc. stock for Q4 2018, down 30% quarter-over-quarter.
  • 18 funds opened new Carrols Restaurant Group, Inc. positions in Q4 2018 and 18 closed out, a net change of 0 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q4 2018 was Monarch Partners Asset Management, an estimated $4.82M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q4 2018 was Morgan Stanley, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2018.