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TAST

Carrols Restaurant Group, Inc.

Delisted

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

106 hedge funds and large institutions have $279M invested in Carrols Restaurant Group, Inc. in 2015 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

429% more call options, than puts

Call options by funds: $825K | Put options by funds: $156K

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

28% more capital invested

Capital invested by funds: $218M → $279M (+$60.1M)

26% more funds holding

Funds holding: 84106 (+22)

14% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 35

Holders
106
Holders Change
+22
Holders Change %
+26.19%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
30
Reduced
35
Closed
7
Calls
$825K
Puts
$156K
Net Calls
+$669K
Net Calls Change
+$669K
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$37.8M +$2.58M +267,458 +8%
First Manhattan
2
First Manhattan
New York
$22.9M -$398K -41,150 -2%
KAM
3
Keeley Asset Management
Illinois
$20.9M -$7.08M -732,321 -27%
PCMF
4
Private Capital Management (Florida)
Florida
$18.3M +$846K +87,615 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.8M +$1.32M +136,150 +11%
RA
6
Royce & Associates
New York
$12.3M -$961K -99,500 -8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$10.8M +$371K +38,422 +4%
GGHC
8
Gilder Gagnon Howe & Co
New York
$9.95M -$22.1K -2,287 -0.2%
BFA
9
BlackRock Fund Advisors
California
$9.71M -$343K -35,480 -4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$7.3M +$465K +48,100 +7%
RFC
11
Russell Frank Company
Washington
$6.56M -$311K -32,166 -5%
PCM
12
Portolan Capital Management
Massachusetts
$5.98M +$654K +67,732 +13%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$5.71M +$526K +54,474 +11%
DCM
14
Driehaus Capital Management
Illinois
$4.97M +$4.61M +477,473 New
State Street
15
State Street
Massachusetts
$4.72M +$290K +29,980 +7%
Allianz Asset Management
16
Allianz Asset Management
Germany
$4.69M +$4.36M +450,792 New
TCM
17
Trafelet Capital Management
New York
$3.66M +$3.4M +352,161 New
SAM
18
Scopus Asset Management
New York
$3.64M
Northern Trust
19
Northern Trust
Illinois
$3.43M -$95.8K -9,912 -3%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$3.31M -$1.79M -185,447 -37%
Renaissance Technologies
21
Renaissance Technologies
New York
$3.27M +$1.49M +154,400 +97%
RJA
22
Raymond James & Associates
Florida
$3.13M -$755K -78,188 -21%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$2.81M +$2.62M +270,700 New
BIT
24
BlackRock Institutional Trust
California
$2.8M -$534K -55,256 -17%
TBAM
25
True Bearing Asset Management
California
$2.76M -$1.26M -130,365 -33%

TAST Hedge Fund Activity: Q2 2015 in Review

106 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q2 2015, worth a combined $279M — up 28% from $218M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TAST positions and 7 closed out — a net gain of 22 holders — while 30 added to existing stakes and 35 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $4.61M. The largest seller was Keeley Asset Management, cutting an estimated $7.08M.

  • 106 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q2 2015, up from 84 in Q1 2015.
  • Funds reported $279M of Carrols Restaurant Group, Inc. stock for Q2 2015, up 28% quarter-over-quarter.
  • 29 funds opened new Carrols Restaurant Group, Inc. positions in Q2 2015 and 7 closed out, a net change of +22 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q2 2015 was Driehaus Capital Management, an estimated $4.61M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q2 2015 was Keeley Asset Management, an estimated $7.08M sold.

Based on aggregated 13F filings for Q2 2015.