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TAST

Carrols Restaurant Group, Inc.

Delisted

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

128 hedge funds and large institutions have $395M invested in Carrols Restaurant Group, Inc. in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $352M → $395M (+$42.7M)

1% less call options, than puts

Call options by funds: $150K | Put options by funds: $151K

9% less funds holding

Funds holding: 140128 (-12)

21% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 57

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

Holders
128
Holders Change
-12
Holders Change %
-8.57%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
18
Increased
45
Reduced
57
Closed
30
Calls
$150K
Puts
$151K
Net Calls
-$1K
Net Calls Change
-$149K
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
1
First Manhattan
New York
$39.4M +$1.49M +115,735 +4%
CSC
2
Cove Street Capital
California
$30.9M -$2.45M -189,430 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.4M +$242K +18,784 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21M +$5.56K +431 +0%
PCMF
5
Private Capital Management (Florida)
Florida
$17.4M -$89.5K -6,935 -0.5%
BIT
6
BlackRock Institutional Trust
California
$15.7M +$4.37M +338,671 +40%
Renaissance Technologies
7
Renaissance Technologies
New York
$14.3M -$1.08M -83,400 -7%
Brown Advisory
8
Brown Advisory
Maryland
$12.9M +$12.6M +974,867 New
BFA
9
BlackRock Fund Advisors
California
$12.7M +$738K +57,191 +6%
GGHC
10
Gilder Gagnon Howe & Co
New York
$11.8M -$220K -17,026 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$11.7M +$1.13M +87,600 +11%
TCM
12
Trafelet Capital Management
New York
$10M -$1.62M -125,282 -14%
WCM
13
Wallace Capital Management
Texas
$8.56M +$4.23M +328,080 +102%
State Street
14
State Street
Massachusetts
$8.53M +$114K +8,842 +1%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$8.18M -$220K -17,055 -3%
HIMCH
16
Hartford Investment Management Co (HIMCO)
Connecticut
$6.76M +$996K +77,137 +18%
DCM
17
Driehaus Capital Management
Illinois
$6.58M +$3.35M +259,319 +108%
Allianz Asset Management
18
Allianz Asset Management
Germany
$5.49M -$442K -34,234 -8%
Northern Trust
19
Northern Trust
Illinois
$5.31M -$35.2K -2,727 -0.7%
UOC
20
UBS O'Connor
Illinois
$4.5M -$34.3K -2,659 -0.8%
RA
21
Royce & Associates
New York
$4.44M -$471K -36,500 -10%
EAM
22
Eagle Asset Management
Florida
$4.21M +$4.11M +318,659 New
BA
23
BlackRock Advisors
Delaware
$4.18M +$1.03M +79,860 +34%
JP Morgan Chase
24
JP Morgan Chase
New York
$4.12M -$336K -26,000 -8%
EA
25
Emerald Acquisition
Washington
$4.06M -$1.43M -110,433 -26%

TAST Hedge Fund Activity: Q3 2016 in Review

128 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q3 2016, worth a combined $395M — up 12% from $352M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of TAST and 18 opened new positions — a net loss of 12 holders — while 57 trimmed existing stakes and 45 added.

The largest buyer was Brown Advisory, opening a new position worth an estimated $12.6M. The largest seller was Acadian Asset Management, cutting an estimated $5.43M.

  • 128 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q3 2016, down from 140 in Q2 2016.
  • Funds reported $395M of Carrols Restaurant Group, Inc. stock for Q3 2016, up 12% quarter-over-quarter.
  • 18 funds opened new Carrols Restaurant Group, Inc. positions in Q3 2016 and 30 closed out, a net change of -12 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q3 2016 was Brown Advisory, an estimated $12.6M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q3 2016 was Acadian Asset Management, an estimated $5.43M sold.

Based on aggregated 13F filings for Q3 2016.