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TAST

Carrols Restaurant Group, Inc.

Delisted

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

153 hedge funds and large institutions have $423M invested in Carrols Restaurant Group, Inc. in 2016 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,150% more call options, than puts

Call options by funds: $250K | Put options by funds: $4K

240% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 10

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

26% more capital invested

Capital invested by funds: $336M → $423M (+$87.2M)

19% more funds holding

Funds holding: 129153 (+24)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
153
Holders Change
+24
Holders Change %
+18.6%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
59
Reduced
42
Closed
10
Calls
$250K
Puts
$4K
Net Calls
+$246K
Net Calls Change
+$647K
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
1
Cove Street Capital
California
$29.6M -$14.8M -1,138,760 -36%
First Manhattan
2
First Manhattan
New York
$28.9M -$713K -54,650 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.5M +$6.39M +489,701 +43%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23M +$492K +37,761 +2%
PCMF
5
Private Capital Management (Florida)
Florida
$20.9M -$5M -383,497 -21%
Renaissance Technologies
6
Renaissance Technologies
New York
$17.8M +$4.11M +315,400 +34%
GGHC
7
Gilder Gagnon Howe & Co
New York
$13.5M -$118K -9,052 -1%
PCM
8
Portolan Capital Management
Massachusetts
$13.4M +$7.71M +591,535 +174%
BFA
9
BlackRock Fund Advisors
California
$13.1M -$480K -36,827 -4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$12.9M +$728K +55,800 +7%
TCM
11
Trafelet Capital Management
New York
$12.4M +$261K +20,000 +2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$11.9M +$2.45M +188,181 +30%
BIT
13
BlackRock Institutional Trust
California
$9.41M +$1.66M +127,642 +24%
DCM
14
Driehaus Capital Management
Illinois
$8.87M +$2.56M +196,381 +47%
State Street
15
State Street
Massachusetts
$8.86M +$1.23M +93,957 +18%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$7.78M -$15.3K -1,175 -0.2%
RFC
17
Russell Frank Company
Washington
$7.24M -$1.38M -106,039 -17%
Allianz Asset Management
18
Allianz Asset Management
Germany
$6.77M -$346K -26,565 -5%
RA
19
Royce & Associates
New York
$6.52M -$4.69M -360,000 -44%
Northern Trust
20
Northern Trust
Illinois
$5.84M +$162K +12,442 +3%
Millennium Management
21
Millennium Management
New York
$5.68M -$2.05M -157,154 -29%
UOC
22
UBS O'Connor
Illinois
$4.75M +$1.94M +148,983 +83%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$4.44M +$1.14M +87,436 +40%
JP Morgan Chase
24
JP Morgan Chase
New York
$4.42M -$38.7K -2,969 -1%
GIPM
25
G2 Investment Partners Management
New York
$4.25M +$1.51M +115,667 +65%

TAST Hedge Fund Activity: Q1 2016 in Review

153 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q1 2016, worth a combined $423M — up 26% from $336M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TAST positions and 10 closed out — a net gain of 24 holders — while 59 added to existing stakes and 42 trimmed.

The largest buyer was Portolan Capital Management, adding an estimated $7.71M. The largest seller was Cove Street Capital, cutting an estimated $14.8M.

  • 153 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q1 2016, up from 129 in Q4 2015.
  • Funds reported $423M of Carrols Restaurant Group, Inc. stock for Q1 2016, up 26% quarter-over-quarter.
  • 34 funds opened new Carrols Restaurant Group, Inc. positions in Q1 2016 and 10 closed out, a net change of +24 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q1 2016 was Portolan Capital Management, an estimated $7.71M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q1 2016 was Cove Street Capital, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2016.