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TAST

Carrols Restaurant Group, Inc.

Delisted

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

59 hedge funds and large institutions have $97.9M invested in Carrols Restaurant Group, Inc. in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

3% less capital invested

Capital invested by funds: $101M → $97.9M (-$3.49M)

8% less funds holding

Funds holding: 6459 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $73K

Holders
59
Holders Change
-5
Holders Change %
-7.81%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
25
Reduced
22
Closed
9
Calls
Puts
$73K
Net Calls
-$73K
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
1
Keeley Asset Management
Illinois
$16.5M +$444K +70,000 +3%
First Manhattan
2
First Manhattan
New York
$12.2M -$489K -77,113 -4%
BCM
3
Brigade Capital Management
New York
$10.4M -$3.18K -502 -0%
RA
4
Royce & Associates
New York
$7.15M +$324K +51,100 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.26M +$1.22K +192 +0%
BFA
6
BlackRock Fund Advisors
California
$4.13M +$457K +72,071 +12%
PCMF
7
Private Capital Management (Florida)
Florida
$3.8M +$723K +114,089 +22%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$3.29M -$20.2K -3,190 -0.6%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.08M +$275K +43,353 +9%
PCM
10
Portolan Capital Management
Massachusetts
$2.82M -$4.04M -637,068 -58%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$2.59M +$2.69M +424,218 New
TBAM
12
True Bearing Asset Management
California
$2.37M -$138K -21,712 -5%
Northern Trust
13
Northern Trust
Illinois
$1.81M +$354K +55,834 +23%
State Street
14
State Street
Massachusetts
$1.7M +$216K +34,082 +14%
BIT
15
BlackRock Institutional Trust
California
$1.6M +$78.6K +12,408 +5%
RJA
16
Raymond James & Associates
Florida
$1.4M +$1.46M +230,335 New
Allianz Asset Management
17
Allianz Asset Management
Germany
$1.37M +$408K +64,400 +40%
DSC
18
Donald Smith & Co
New York
$1.29M
RC
19
RBF Capital
California
$1.22M
BCM
20
Bridgeway Capital Management
Texas
$1.1M
JP Morgan Chase
21
JP Morgan Chase
New York
$1.09M +$168K +26,592 +17%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.06M -$93.8K -14,800 -8%
GC
23
Gruss & Co
Florida
$948K -$98.2K -15,505 -9%
HAMF
24
Hatteras Alternative Mutual Funds
North Carolina
$901K +$936K +147,722 New
KCM
25
Kennedy Capital Management
Missouri
$806K +$721K +113,849 +618%

TAST Hedge Fund Activity: Q3 2013 in Review

59 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q3 2013, worth a combined $97.9M — down 3.4% from $101M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TAST and 5 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 25 added.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $2.69M. The largest seller was Portolan Capital Management, cutting an estimated $4.04M.

  • 59 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q3 2013, down from 64 in Q2 2013.
  • Funds reported $97.9M of Carrols Restaurant Group, Inc. stock for Q3 2013, down 3.4% quarter-over-quarter.
  • 5 funds opened new Carrols Restaurant Group, Inc. positions in Q3 2013 and 9 closed out, a net change of -4 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q3 2013 was T. Rowe Price Associates, an estimated $2.69M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q3 2013 was Portolan Capital Management, an estimated $4.04M sold.

Based on aggregated 13F filings for Q3 2013.