We are live on ! Find out more
TAST

Carrols Restaurant Group, Inc.

Delisted

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

61 hedge funds and large institutions have $110M invested in Carrols Restaurant Group, Inc. in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $97.9M → $110M (+$11.8M)

3% more funds holding

Funds holding: 5961 (+2)

9% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 23

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
1
Keeley Asset Management
Illinois
$18.9M +$922K +152,541 +6%
First Manhattan
2
First Manhattan
New York
$13.2M -$26.4K -4,367 -0.2%
BCM
3
Brigade Capital Management
New York
$11.2M
RA
4
Royce & Associates
New York
$8M +$231K +38,210 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.68M -$10.3K -1,705 -0.2%
PCMF
6
Private Capital Management (Florida)
Florida
$4.88M +$688K +113,861 +18%
BFA
7
BlackRock Fund Advisors
California
$4.31M -$158K -26,062 -4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$4.25M +$1.33M +219,359 +52%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$4.09M +$479K +79,230 +15%
Vanguard Group
10
Vanguard Group
Pennsylvania
$3.53M +$177K +29,264 +6%
PCM
11
Portolan Capital Management
Massachusetts
$3.39M +$297K +49,107 +11%
TBAM
12
True Bearing Asset Management
California
$2.58M
RJA
13
Raymond James & Associates
Florida
$2.03M +$466K +77,151 +33%
Northern Trust
14
Northern Trust
Illinois
$2.01M +$44.5K +7,361 +2%
State Street
15
State Street
Massachusetts
$1.93M +$81.5K +13,484 +5%
KCM
16
Kennedy Capital Management
Missouri
$1.71M +$766K +126,688 +96%
BIT
17
BlackRock Institutional Trust
California
$1.71M -$25.6K -4,231 -2%
HAMF
18
Hatteras Alternative Mutual Funds
North Carolina
$1.65M +$613K +101,336 +69%
DSC
19
Donald Smith & Co
New York
$1.4M
RC
20
RBF Capital
California
$1.36M +$37.8K +6,250 +3%
BCM
21
Bridgeway Capital Management
Texas
$1.19M
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.15M -$3.63K -600 -0.3%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.08M -$94.3K -15,593 -9%
GC
24
Gruss & Co
Florida
$1.03M
TCIM
25
TIAA CREF Investment Management
New York
$760K

TAST Hedge Fund Activity: Q4 2013 in Review

61 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q4 2013, worth a combined $110M — up 12% from $97.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TAST positions and 5 closed out — a net gain of 2 holders — while 21 added to existing stakes and 23 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.33M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $1.37M sold.

  • 61 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q4 2013, up from 59 in Q3 2013.
  • Funds reported $110M of Carrols Restaurant Group, Inc. stock for Q4 2013, up 12% quarter-over-quarter.
  • 7 funds opened new Carrols Restaurant Group, Inc. positions in Q4 2013 and 5 closed out, a net change of +2 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q4 2013 was T. Rowe Price Associates, an estimated $1.33M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q4 2013 was Allianz Asset Management, an estimated $1.37M sold.

Based on aggregated 13F filings for Q4 2013.