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TAST

Carrols Restaurant Group, Inc.

Delisted

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

140 hedge funds and large institutions have $352M invested in Carrols Restaurant Group, Inc. in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 61 increasing their positions, 44 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,467% more call options, than puts

Call options by funds: $154K | Put options by funds: $6K

39% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 44

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 153140 (-13)

17% less capital invested

Capital invested by funds: $423M → $352M (-$70.6M)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

Holders
140
Holders Change
-13
Holders Change %
-8.5%
% of All Funds
3.74%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
17
Increased
61
Reduced
44
Closed
28
Calls
$154K
Puts
$6K
Net Calls
+$148K
Net Calls Change
-$98K
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
1
First Manhattan
New York
$34.1M +$11.3M +859,472 +43%
CSC
2
Cove Street Capital
California
$30.1M +$6.26M +477,037 +23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$19.9M +$653K +49,748 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.9M -$9.45K -720 -0%
PCMF
5
Private Capital Management (Florida)
Florida
$15.7M -$1.69M -129,143 -9%
Renaissance Technologies
6
Renaissance Technologies
New York
$13.9M -$865K -65,900 -5%
GGHC
7
Gilder Gagnon Howe & Co
New York
$10.8M -$352K -26,848 -3%
BFA
8
BlackRock Fund Advisors
California
$10.8M -$89.1K -6,791 -0.7%
TCM
9
Trafelet Capital Management
New York
$10.5M +$328K +25,000 +3%
BIT
10
BlackRock Institutional Trust
California
$10.1M +$2.62M +199,660 +31%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$9.53M -$1.23M -93,800 -10%
State Street
12
State Street
Massachusetts
$7.58M +$308K +23,451 +4%
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$7.57M +$1.28M +97,331 +18%
PCM
14
Portolan Capital Management
Massachusetts
$6.31M -$5.26M -400,890 -43%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$6.22M -$3.94M -300,679 -37%
Allianz Asset Management
16
Allianz Asset Management
Germany
$5.36M -$248K -18,894 -4%
HIMCH
17
Hartford Investment Management Co (HIMCO)
Connecticut
$5.17M +$3.62M +276,031 +174%
EA
18
Emerald Acquisition
Washington
$4.97M +$5.49M +418,103 New
Northern Trust
19
Northern Trust
Illinois
$4.82M -$1.42K -108 -0%
RA
20
Royce & Associates
New York
$4.44M -$1.04M -79,000 -17%
UOC
21
UBS O'Connor
Illinois
$4.08M +$187K +14,284 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.02M +$417K +31,787 +10%
WCM
23
Wallace Capital Management
Texas
$3.81M +$4.2M +320,099 New
Millennium Management
24
Millennium Management
New York
$3.19M -$1.64M -124,768 -32%
CCMH
25
Cornerstone Capital Management Holdings
New York
$3.09M +$367K +28,000 +12%

TAST Hedge Fund Activity: Q2 2016 in Review

140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q2 2016, worth a combined $352M — down 17% from $423M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TAST and 17 opened new positions — a net loss of 11 holders — while 44 trimmed existing stakes and 61 added.

The largest buyer was First Manhattan, adding an estimated $11.3M. The largest seller was Portolan Capital Management, cutting an estimated $5.26M.

  • 140 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q2 2016, down from 153 in Q1 2016.
  • Funds reported $352M of Carrols Restaurant Group, Inc. stock for Q2 2016, down 17% quarter-over-quarter.
  • 17 funds opened new Carrols Restaurant Group, Inc. positions in Q2 2016 and 28 closed out, a net change of -11 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q2 2016 was First Manhattan, an estimated $11.3M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q2 2016 was Portolan Capital Management, an estimated $5.26M sold.

Based on aggregated 13F filings for Q2 2016.