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TAST

Carrols Restaurant Group, Inc.

Delisted

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

129 hedge funds and large institutions have $336M invested in Carrols Restaurant Group, Inc. in 2015 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 33

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

4% more funds holding

Funds holding: 124129 (+5)

2% more capital invested

Capital invested by funds: $329M → $336M (+$6.87M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

63% less call options, than puts

Call options by funds: $238K | Put options by funds: $639K

Holders
129
Holders Change
+5
Holders Change %
+4.03%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
23
Increased
61
Reduced
33
Closed
18
Calls
$238K
Puts
$639K
Net Calls
-$401K
Net Calls Change
+$40K
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$37.5M -$1.51M -127,164 -4%
First Manhattan
2
First Manhattan
New York
$24.2M +$269K +22,602 +1%
PCMF
3
Private Capital Management (Florida)
Florida
$21.5M +$33.5K +2,812 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.2M +$1.32M +110,831 +8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.3M +$497K +41,781 +4%
BFA
6
BlackRock Fund Advisors
California
$11.1M +$361K +30,295 +3%
GGHC
7
Gilder Gagnon Howe & Co
New York
$11.1M -$73.7K -6,186 -0.7%
Renaissance Technologies
8
Renaissance Technologies
New York
$10.8M +$3.38M +284,200 +45%
TCM
9
Trafelet Capital Management
New York
$9.86M +$679K +57,000 +7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$9.85M +$1.21M +101,500 +14%
RA
11
Royce & Associates
New York
$9.53M -$2.44M -205,000 -20%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$7.45M +$6.33M +531,419 +513%
RFC
13
Russell Frank Company
Washington
$7.2M +$127K +10,656 +2%
Millennium Management
14
Millennium Management
New York
$6.46M +$1.7M +142,532 +35%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$6.34M -$110K -9,226 -2%
BIT
16
BlackRock Institutional Trust
California
$6.15M +$861K +72,286 +16%
State Street
17
State Street
Massachusetts
$6.1M +$567K +47,633 +10%
Allianz Asset Management
18
Allianz Asset Management
Germany
$5.82M -$319K -26,784 -5%
DCM
19
Driehaus Capital Management
Illinois
$4.91M -$2.09M -175,914 -30%
Northern Trust
20
Northern Trust
Illinois
$4.61M +$317K +26,624 +7%
PCM
21
Portolan Capital Management
Massachusetts
$3.99M -$1.09M -91,926 -21%
TC
22
TFS Capital
Pennsylvania
$3.9M +$153K +12,862 +4%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.63M -$97.6K -8,200 -3%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$3.34M +$164K +13,800 +5%
RJA
25
Raymond James & Associates
Florida
$3.06M -$136K -11,381 -4%

TAST Hedge Fund Activity: Q4 2015 in Review

129 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q4 2015, worth a combined $336M — up 2.1% from $329M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TAST positions and 18 closed out — a net gain of 5 holders — while 61 added to existing stakes and 33 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $6.33M. The largest seller was Keeley Asset Management, exiting entirely with an estimated $13.1M sold.

  • 129 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q4 2015, up from 124 in Q3 2015.
  • Funds reported $336M of Carrols Restaurant Group, Inc. stock for Q4 2015, up 2.1% quarter-over-quarter.
  • 23 funds opened new Carrols Restaurant Group, Inc. positions in Q4 2015 and 18 closed out, a net change of +5 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q4 2015 was Acadian Asset Management, an estimated $6.33M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q4 2015 was Keeley Asset Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2015.