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TAST

Carrols Restaurant Group, Inc.

Delisted

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

124 hedge funds and large institutions have $329M invested in Carrols Restaurant Group, Inc. in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

53% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 32

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more capital invested

Capital invested by funds: $279M → $329M (+$50.4M)

17% more funds holding

Funds holding: 106124 (+18)

43% less call options, than puts

Call options by funds: $592K | Put options by funds: $1.03M

Holders
124
Holders Change
+18
Holders Change %
+16.98%
% of All Funds
3.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
49
Reduced
32
Closed
8
Calls
$592K
Puts
$1.03M
Net Calls
-$441K
Net Calls Change
-$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$39.5M -$3.82M -320,584 -9%
First Manhattan
2
First Manhattan
New York
$24.2M -$2.03M -170,225 -8%
PCMF
3
Private Capital Management (Florida)
Florida
$21.8M +$854K +71,799 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.2M +$1.41M +118,373 +9%
KAM
5
Keeley Asset Management
Illinois
$13.1M -$10.8M -903,748 -45%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13M +$689K +57,922 +6%
RA
7
Royce & Associates
New York
$12.1M -$2M -168,000 -14%
GGHC
8
Gilder Gagnon Howe & Co
New York
$11.3M -$84.4K -7,095 -0.7%
BFA
9
BlackRock Fund Advisors
California
$10.9M -$199K -16,751 -2%
TCM
10
Trafelet Capital Management
New York
$9.31M +$5.12M +430,306 +122%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$8.78M +$421K +35,400 +5%
Renaissance Technologies
12
Renaissance Technologies
New York
$7.55M +$3.81M +320,300 +102%
RFC
13
Russell Frank Company
Washington
$7.1M -$403K -33,894 -5%
DCM
14
Driehaus Capital Management
Illinois
$7.07M +$1.38M +116,352 +24%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$6.54M
Allianz Asset Management
16
Allianz Asset Management
Germany
$6.21M +$851K +71,507 +16%
State Street
17
State Street
Massachusetts
$5.62M +$222K +18,677 +4%
BIT
18
BlackRock Institutional Trust
California
$5.37M +$2.17M +182,203 +68%
PCM
19
Portolan Capital Management
Massachusetts
$5.14M -$1.7M -142,848 -25%
Millennium Management
20
Millennium Management
New York
$4.85M +$2.88M +241,606 +145%
Northern Trust
21
Northern Trust
Illinois
$4.35M +$432K +36,273 +11%
TC
22
TFS Capital
Pennsylvania
$3.8M +$1.61M +135,241 +74%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.77M +$1.99M +167,000 +111%
RJA
24
Raymond James & Associates
Florida
$3.23M -$343K -28,844 -10%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$3.22M +$2.38K +200 +0.1%

TAST Hedge Fund Activity: Q3 2015 in Review

124 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q3 2015, worth a combined $329M — up 18% from $279M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TAST positions and 8 closed out — a net gain of 19 holders — while 49 added to existing stakes and 32 trimmed.

The largest buyer was Trafelet Capital Management, adding an estimated $5.12M. The largest seller was Keeley Asset Management, cutting an estimated $10.8M.

  • 124 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q3 2015, up from 106 in Q2 2015.
  • Funds reported $329M of Carrols Restaurant Group, Inc. stock for Q3 2015, up 18% quarter-over-quarter.
  • 27 funds opened new Carrols Restaurant Group, Inc. positions in Q3 2015 and 8 closed out, a net change of +19 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q3 2015 was Trafelet Capital Management, an estimated $5.12M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q3 2015 was Keeley Asset Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2015.