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TAST

Carrols Restaurant Group, Inc.

Delisted

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

84 hedge funds and large institutions have $218M invested in Carrols Restaurant Group, Inc. in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 22

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

10% more capital invested

Capital invested by funds: $199M → $218M (+$19M)

1% more funds holding

Funds holding: 8384 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
35
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$27.9M +$4.62M +575,967 +21%
KAM
2
Keeley Asset Management
Illinois
$22.7M -$3.69M -459,800 -14%
First Manhattan
3
First Manhattan
New York
$18.6M +$148K +18,500 +0.8%
PCMF
4
Private Capital Management (Florida)
Florida
$13.9M +$2.42M +301,727 +22%
RA
5
Royce & Associates
New York
$10.6M -$409K -51,000 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$9.86M +$854K +106,529 +10%
Vanguard Group
7
Vanguard Group
Pennsylvania
$8.28M +$334K +41,659 +4%
BFA
8
BlackRock Fund Advisors
California
$8.04M +$1.91K +238 +0%
GGHC
9
Gilder Gagnon Howe & Co
New York
$7.95M -$27.8K -3,460 -0.4%
RFC
10
Russell Frank Company
Washington
$5.5M +$695K +86,700 +15%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$5.42M +$41.7K +5,200 +0.8%
PCM
12
Penn Capital Management
Pennsylvania
$5.04M +$454K +56,630 +10%
PI
13
Putnam Investments
Massachusetts
$4.52M -$2.92M -364,602 -40%
PCM
14
Portolan Capital Management
Massachusetts
$4.2M -$2.16M -269,487 -35%
Alyeska Investment Group
15
Alyeska Investment Group
Illinois
$4.18M +$2.88M +359,347 +248%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$4.1M +$3.97M +494,756 New
State Street
17
State Street
Massachusetts
$3.51M +$470K +58,594 +16%
TBAM
18
True Bearing Asset Management
California
$3.28M
RJA
19
Raymond James & Associates
Florida
$3.14M +$18.7K +2,336 +0.6%
SAM
20
Scopus Asset Management
New York
$2.9M
Northern Trust
21
Northern Trust
Illinois
$2.81M -$11.4K -1,427 -0.4%
BIT
22
BlackRock Institutional Trust
California
$2.69M +$5.09K +635 +0.2%
SCM
23
SG Capital Management
Illinois
$2.29M +$2.22M +276,517 New
GC
24
Guggenheim Capital
Illinois
$1.98M +$121K +15,026 +7%
TC
25
TFS Capital
Pennsylvania
$1.88M +$1.01M +126,129 +125%

TAST Hedge Fund Activity: Q1 2015 in Review

84 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q1 2015, worth a combined $218M — up 9.5% from $199M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TAST positions and 10 closed out — a net gain of 2 holders — while 35 added to existing stakes and 22 trimmed.

The largest buyer was Cove Street Capital, adding an estimated $4.62M. The largest seller was Keeley Asset Management, cutting an estimated $3.69M.

  • 84 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q1 2015, up from 83 in Q4 2014.
  • Funds reported $218M of Carrols Restaurant Group, Inc. stock for Q1 2015, up 9.5% quarter-over-quarter.
  • 12 funds opened new Carrols Restaurant Group, Inc. positions in Q1 2015 and 10 closed out, a net change of +2 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q1 2015 was Cove Street Capital, an estimated $4.62M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q1 2015 was Keeley Asset Management, an estimated $3.69M sold.

Based on aggregated 13F filings for Q1 2015.