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TAST

Carrols Restaurant Group, Inc.

Delisted

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

115 hedge funds and large institutions have $470M invested in Carrols Restaurant Group, Inc. in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 52 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

19% more capital invested

Capital invested by funds: $395M → $470M (+$74.9M)

10% less funds holding

Funds holding: 128115 (-13)

12% less call options, than puts

Call options by funds: $280K | Put options by funds: $319K

17% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 52

55% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 22

Holders
115
Holders Change
-13
Holders Change %
-10.16%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
10
Increased
43
Reduced
52
Closed
22
Calls
$280K
Puts
$319K
Net Calls
-$39K
Net Calls Change
-$38K
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
1
First Manhattan
New York
$43.4M -$1.73M -131,550 -4%
CSC
2
Cove Street Capital
California
$35.2M -$383K -29,060 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$25.6M +$1.12M +84,875 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$23.7M -$1.89M -143,738 -8%
Brown Advisory
5
Brown Advisory
Maryland
$23.6M +$7.54M +572,442 +59%
BIT
6
BlackRock Institutional Trust
California
$18.7M +$523K +39,668 +3%
PCMF
7
Private Capital Management (Florida)
Florida
$18.6M -$1.22M -92,919 -7%
BFA
8
BlackRock Fund Advisors
California
$16.9M +$1.95M +148,299 +15%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$15.3M +$1.55M +117,316 +13%
CC
10
Cannell Capital
Wyoming
$14.6M +$12.6M +954,217 New
Renaissance Technologies
11
Renaissance Technologies
New York
$13.8M -$2.35M -178,500 -16%
GGHC
12
Gilder Gagnon Howe & Co
New York
$13.4M -$130K -9,838 -1%
TCM
13
Trafelet Capital Management
New York
$13M +$1.22M +92,500 +12%
HIMCH
14
Hartford Investment Management Co (HIMCO)
Connecticut
$11.2M +$2.96M +224,265 +44%
WCM
15
Wallace Capital Management
Texas
$9.95M +$53.1K +4,030 +0.6%
UOC
16
UBS O'Connor
Illinois
$8.98M +$3.27M +247,968 +73%
State Street
17
State Street
Massachusetts
$8.8M -$902K -68,440 -11%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$8.47M -$840K -63,769 -10%
EAM
19
Eagle Asset Management
Florida
$8.28M +$2.96M +224,558 +70%
2L
20
22NW LP
Washington
$7.84M +$6.78M +514,258 New
Northern Trust
21
Northern Trust
Illinois
$6.52M +$334K +25,371 +6%
PCA
22
Prospect Capital Advisors
California
$6.09M +$1.75M +132,800 +50%
Allianz Asset Management
23
Allianz Asset Management
Germany
$5.4M -$816K -61,911 -15%
DCM
24
Driehaus Capital Management
Illinois
$5.15M -$2.12M -160,533 -32%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$4.74M +$4.11M +311,601 New

TAST Hedge Fund Activity: Q4 2016 in Review

115 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q4 2016, worth a combined $470M — up 19% from $395M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of TAST and 10 opened new positions — a net loss of 12 holders — while 52 trimmed existing stakes and 43 added.

The largest buyer was Cannell Capital, opening a new position worth an estimated $12.6M. The largest seller was JP Morgan Chase, cutting an estimated $3.7M.

  • 115 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q4 2016, down from 128 in Q3 2016.
  • Funds reported $470M of Carrols Restaurant Group, Inc. stock for Q4 2016, up 19% quarter-over-quarter.
  • 10 funds opened new Carrols Restaurant Group, Inc. positions in Q4 2016 and 22 closed out, a net change of -12 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q4 2016 was Cannell Capital, an estimated $12.6M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q4 2016 was JP Morgan Chase, an estimated $3.7M sold.

Based on aggregated 13F filings for Q4 2016.