We are live on ! Find out more
TAST

Carrols Restaurant Group, Inc.

Delisted

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

124 hedge funds and large institutions have $322M invested in Carrols Restaurant Group, Inc. in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 38

5% more call options, than puts

Call options by funds: $135K | Put options by funds: $128K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $328M → $322M (-$6.79M)

6% less funds holding

Funds holding: 132124 (-8)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
59
Reduced
38
Closed
21
Calls
$135K
Puts
$128K
Net Calls
+$7K
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$3.53M -$568K -58,161 -14%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$3.47M +$1.81M +185,086 +113%
Allianz Asset Management
28
Allianz Asset Management
Germany
$3.47M +$16.3K +1,673 +0.5%
Charles Schwab
29
Charles Schwab
California
$3.39M +$86.2K +8,837 +3%
Marshall Wace
30
Marshall Wace
United Kingdom
$3.23M -$514K -52,634 -14%
PI
31
Putnam Investments
Massachusetts
$2.79M +$1.61M +165,100 +144%
PAM
32
Panagora Asset Management
Massachusetts
$2.58M -$212K -21,711 -8%
MWNA
33
Marshall Wace North America
New York
$2.52M +$1.49M +152,602 +152%
Man Group
34
Man Group
United Kingdom
$2.45M -$1.92M -197,213 -44%
PPA
35
Parametric Portfolio Associates
Washington
$2.4M +$855K +87,676 +57%
Two Sigma Investments
36
Two Sigma Investments
New York
$2.17M +$415K +42,482 +24%
Victory Capital Management
37
Victory Capital Management
Texas
$2.15M +$364K +37,264 +21%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$2.1M +$66.5K +6,819 +3%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$2.08M +$318K +32,600 +18%
RC
40
RBF Capital
California
$2.08M +$82.9K +8,500 +4%
OAM
41
Oxford Asset Management
United Kingdom
$1.96M +$42.5K +4,351 +2%
Deutsche Bank
42
Deutsche Bank
Germany
$1.95M +$1.03M +105,772 +118%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$1.89M +$447K +45,842 +32%
MAM
44
Martingale Asset Management
Massachusetts
$1.79M +$218K +22,302 +14%
GPCM
45
Granite Point Capital Management
Massachusetts
$1.77M +$1.74M +178,000 New
BCM
46
Bridgeway Capital Management
Texas
$1.66M +$107K +11,000 +7%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.58M +$20.7K +2,123 +1%
IA
48
IndexIQ Advisors
New York
$1.58M +$1.54M +158,083 New
Assenagon Asset Management
49
Assenagon Asset Management
Luxembourg
$1.55M +$804K +82,362 +113%
Invesco
50
Invesco
Georgia
$1.31M +$491K +50,314 +62%

TAST Hedge Fund Activity: Q1 2019 in Review

124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q1 2019, worth a combined $322M — down 2.1% from $328M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of TAST and 13 opened new positions — a net loss of 8 holders — while 38 trimmed existing stakes and 59 added.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $3.96M. The largest seller was Monarch Partners Asset Management, cutting an estimated $5.4M.

  • 124 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q1 2019, down from 132 in Q4 2018.
  • Funds reported $322M of Carrols Restaurant Group, Inc. stock for Q1 2019, down 2.1% quarter-over-quarter.
  • 13 funds opened new Carrols Restaurant Group, Inc. positions in Q1 2019 and 21 closed out, a net change of -8 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q1 2019 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $3.96M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q1 2019 was Monarch Partners Asset Management, an estimated $5.4M sold.

Based on aggregated 13F filings for Q1 2019.