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TAST

Carrols Restaurant Group, Inc.

Delisted

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

101 hedge funds and large institutions have $232M invested in Carrols Restaurant Group, Inc. in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

11% less funds holding

Funds holding: 113101 (-12)

14% less capital invested

Capital invested by funds: $271M → $232M (-$38.7M)

28% less call options, than puts

Call options by funds: $582K | Put options by funds: $805K

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

63% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 19

Holders
101
Holders Change
-12
Holders Change %
-10.62%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
7
Increased
42
Reduced
33
Closed
19
Calls
$582K
Puts
$805K
Net Calls
-$223K
Net Calls Change
-$717K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$30.7M +$14.5M +1,978,580 +83%
PCMF
2
Private Capital Management (Florida)
Florida
$19.2M -$666K -91,216 -3%
BlackRock
3
BlackRock
New York
$18.8M +$323K +44,194 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.2M +$934K +127,780 +5%
CC
5
Cannell Capital
Wyoming
$18M -$568K -77,767 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$12.8M +$1.32M +180,873 +11%
RA
7
Royce & Associates
New York
$12.4M +$1M +136,881 +8%
Brown Advisory
8
Brown Advisory
Maryland
$10.7M -$38.6K -5,282 -0.3%
CGC
9
Continental Grain Company
New York
$9.86M
First Manhattan
10
First Manhattan
New York
$8.39M +$250K +34,224 +3%
CSC
11
Cove Street Capital
California
$5.48M -$245K -33,466 -4%
State Street
12
State Street
Massachusetts
$5.11M +$98.6K +13,500 +2%
FG
13
Formula Growth
Quebec, Canada
$4.2M +$3.51M +480,000 +417%
PCM
14
Penn Capital Management
Pennsylvania
$4.12M +$593K +81,220 +16%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.73M +$399K +54,596 +11%
GGHC
16
Gilder Gagnon Howe & Co
New York
$3.22M +$3.34M +456,749 New
BCP
17
Berylson Capital Partners
Massachusetts
$3.17M
Northern Trust
18
Northern Trust
Illinois
$3.06M +$6.24K +854 +0.2%
PCM
19
Prelude Capital Management
New York
$2.77M +$108K +14,812 +4%
RCMC
20
RK Capital Management (Colorado)
Colorado
$2.57M +$2.67M +365,000 New
Boston Partners
21
Boston Partners
Massachusetts
$2.37M +$956K +130,816 +64%
Charles Schwab
22
Charles Schwab
California
$1.89M +$171K +23,361 +10%
MAG
23
Millrace Asset Group
Pennsylvania
$1.63M -$580K -79,365 -26%
BCM
24
Bridgeway Capital Management
Texas
$1.59M
Victory Capital Management
25
Victory Capital Management
Texas
$1.47M -$45.7K -6,259 -3%

TAST Hedge Fund Activity: Q4 2019 in Review

101 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q4 2019, worth a combined $232M — down 14% from $271M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TAST and 7 opened new positions — a net loss of 12 holders — while 33 trimmed existing stakes and 42 added.

The largest buyer was Russell Investments Group, adding an estimated $14.5M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $10.7M sold.

  • 101 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q4 2019, down from 113 in Q3 2019.
  • Funds reported $232M of Carrols Restaurant Group, Inc. stock for Q4 2019, down 14% quarter-over-quarter.
  • 7 funds opened new Carrols Restaurant Group, Inc. positions in Q4 2019 and 19 closed out, a net change of -12 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q4 2019 was Russell Investments Group, an estimated $14.5M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q4 2019 was Cooper Creek Partners Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q4 2019.