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TAST

Carrols Restaurant Group, Inc.

Delisted

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

113 hedge funds and large institutions have $271M invested in Carrols Restaurant Group, Inc. in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

7% less funds holding

Funds holding: 122113 (-9)

9% less capital invested

Capital invested by funds: $297M → $271M (-$25.9M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
113
Holders Change
-9
Holders Change %
-7.38%
% of All Funds
2.48%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
12
Increased
41
Reduced
36
Closed
20
Calls
$494K
Puts
Net Calls
+$494K
Net Calls Change
+$494K
Name Holding Trade Value Shares
Change
Change in
Stake
PCMF
1
Private Capital Management (Florida)
Florida
$23.3M +$2.32M +277,221 +11%
CC
2
Cannell Capital
Wyoming
$21.8M +$4.47M +534,874 +26%
BlackRock
3
BlackRock
New York
$21.7M +$843K +100,822 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.3M +$549K +65,648 +3%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$19.7M +$15.6M +1,860,493 +360%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13.5M -$604K -72,194 -4%
RA
7
Royce & Associates
New York
$13.5M +$2.81M +335,772 +26%
Brown Advisory
8
Brown Advisory
Maryland
$12.6M +$454K +54,278 +4%
CGC
9
Continental Grain Company
New York
$11.6M
CCPM
10
Cooper Creek Partners Management
New York
$10.7M +$1.85M +221,498 +21%
First Manhattan
11
First Manhattan
New York
$9.58M +$140K +16,700 +1%
CSC
12
Cove Street Capital
California
$6.72M -$1.45M -173,532 -18%
State Street
13
State Street
Massachusetts
$5.9M -$2.47K -295 -0%
PCM
14
Penn Capital Management
Pennsylvania
$4.17M +$622K +74,435 +17%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.94M +$88.2K +10,554 +2%
BCP
16
Berylson Capital Partners
Massachusetts
$3.73M
Northern Trust
17
Northern Trust
Illinois
$3.6M -$200K -23,972 -5%
Millennium Management
18
Millennium Management
New York
$3.43M +$1.09M +129,849 +46%
PCM
19
Prelude Capital Management
New York
$3.14M +$49.3K +5,896 +2%
N
20
Nuveen
North Carolina
$2.96M -$1.55M -185,883 -34%
JGC
21
J. Goldman & Co
New York
$2.93M +$2.96M +353,916 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.82M +$2.66M +318,613 +1,450%
Man Group
23
Man Group
United Kingdom
$2.78M +$1.26M +151,277 +82%
MAG
24
Millrace Asset Group
Pennsylvania
$2.58M +$1.43M +171,000 +122%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$2.15M +$2.17M +259,400 New

TAST Hedge Fund Activity: Q3 2019 in Review

113 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q3 2019, worth a combined $271M — down 8.7% from $297M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TAST and 12 opened new positions — a net loss of 8 holders — while 36 trimmed existing stakes and 41 added.

The largest buyer was Russell Investments Group, adding an estimated $15.6M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $9.7M sold.

  • 113 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q3 2019, down from 122 in Q2 2019.
  • Funds reported $271M of Carrols Restaurant Group, Inc. stock for Q3 2019, down 8.7% quarter-over-quarter.
  • 12 funds opened new Carrols Restaurant Group, Inc. positions in Q3 2019 and 20 closed out, a net change of -8 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q3 2019 was Russell Investments Group, an estimated $15.6M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q3 2019 was Portolan Capital Management, an estimated $9.7M sold.

Based on aggregated 13F filings for Q3 2019.