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TAST

Carrols Restaurant Group, Inc.

Delisted

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

121 hedge funds and large institutions have $384M invested in Carrols Restaurant Group, Inc. in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

0% more funds holding

Funds holding: 121121 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

11% less capital invested

Capital invested by funds: $430M → $384M (-$46.4M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.26M

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
3.02%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
11
Increased
52
Reduced
41
Closed
11
Calls
Puts
$1.26M
Net Calls
-$1.26M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$31.6M -$3.76M -287,398 -10%
First Manhattan
2
First Manhattan
New York
$30.8M -$1.1M -84,444 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$25.2M +$3.09M +236,368 +13%
Brown Advisory
4
Brown Advisory
Maryland
$20.5M +$411K +31,432 +2%
CSC
5
Cove Street Capital
California
$19.6M -$6.67M -509,999 -24%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18M +$784K +60,027 +4%
CC
7
Cannell Capital
Wyoming
$17M +$3.35M +256,713 +23%
PCMF
8
Private Capital Management (Florida)
Florida
$14.9M -$56.7K -4,340 -0.4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$12.3M -$6.54K -500 -0%
WCA
10
Waratah Capital Advisors
Ontario, Canada
$12.1M +$8.69M +664,779 +205%
EAM
11
Eagle Asset Management
Florida
$11.7M +$3.07M +234,834 +33%
GGHC
12
Gilder Gagnon Howe & Co
New York
$10.2M -$354K -27,075 -3%
Renaissance Technologies
13
Renaissance Technologies
New York
$8.51M -$2.41M -184,500 -21%
TCM
14
Trafelet Capital Management
New York
$8.14M +$959K +73,361 +12%
WCM
15
Wallace Capital Management
Texas
$8.13M +$31.6K +2,415 +0.4%
State Street
16
State Street
Massachusetts
$8.08M +$327K +25,044 +4%
HIMCH
17
Hartford Investment Management Co (HIMCO)
Connecticut
$8.01M +$911K +69,720 +12%
Millennium Management
18
Millennium Management
New York
$7.58M +$8.08M +618,414 New
2L
19
22NW LP
Washington
$6.96M
UOC
20
UBS O'Connor
Illinois
$6.83M +$1.2M +91,970 +20%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$6.4M -$73.8K -5,648 -1%
Northern Trust
22
Northern Trust
Illinois
$5.12M -$343K -26,233 -6%
Allianz Asset Management
23
Allianz Asset Management
Germany
$4.16M -$116K -8,877 -3%
RA
24
Royce & Associates
New York
$4.01M +$2.55M +195,500 +148%
CCMH
25
Cornerstone Capital Management Holdings
New York
$3.68M +$1.28M +97,600 +48%

TAST Hedge Fund Activity: Q2 2017 in Review

121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q2 2017, worth a combined $384M — down 11% from $430M a quarter earlier.

Fund positioning in TAST was balanced in Q2 2017: 11 funds opened new positions, 11 closed out, 52 added to existing stakes and 41 trimmed.

The largest buyer was Waratah Capital Advisors, adding an estimated $8.69M. The largest seller was Cove Street Capital, cutting an estimated $6.67M.

  • 121 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $384M of Carrols Restaurant Group, Inc. stock for Q2 2017, down 11% quarter-over-quarter.
  • 11 funds opened new Carrols Restaurant Group, Inc. positions in Q2 2017 and 11 closed out, a net change of 0 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q2 2017 was Waratah Capital Advisors, an estimated $8.69M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q2 2017 was Cove Street Capital, an estimated $6.67M sold.

Based on aggregated 13F filings for Q2 2017.