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TAST

Carrols Restaurant Group, Inc.

Delisted

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

87 hedge funds and large institutions have $44.7M invested in Carrols Restaurant Group, Inc. in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $84K | Put options by funds: $15K

14% less funds holding

Funds holding: 10187 (-14)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

50% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 26

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

81% less capital invested

Capital invested by funds: $232M → $44.7M (-$187M)

Holders
87
Holders Change
-14
Holders Change %
-13.86%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
28
Reduced
33
Closed
26
Calls
$84K
Puts
$15K
Net Calls
+$69K
Net Calls Change
+$292K
Name Holding Trade Value Shares
Change
Change in
Stake
PCMF
1
Private Capital Management (Florida)
Florida
$5.2M +$555K +132,831 +5%
BlackRock
2
BlackRock
New York
$4.88M +$72.1K +17,249 +0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$4.61M -$184K -43,980 -2%
RA
4
Royce & Associates
New York
$4M +$1.81M +432,863 +25%
CC
5
Cannell Capital
Wyoming
$3.75M -$2.05M -491,183 -19%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$3.47M -$10.2M -2,446,604 -56%
Vanguard Group
7
Vanguard Group
Pennsylvania
$3.47M +$392K +93,760 +5%
CGC
8
Continental Grain Company
New York
$2.55M
First Manhattan
9
First Manhattan
New York
$2.31M +$337K +80,577 +7%
State Street
10
State Street
Massachusetts
$1.3M -$41.4K -9,896 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.03M +$147K +35,266 +7%
Northern Trust
12
Northern Trust
Illinois
$808K +$37.3K +8,928 +2%
Charles Schwab
13
Charles Schwab
California
$435K -$125K -29,996 -11%
PCM
14
Prelude Capital Management
New York
$410K -$702K -167,900 -43%
BCM
15
Bridgeway Capital Management
Texas
$410K
RC
16
RBF Capital
California
$400K +$83.6K +20,000 +10%
Millennium Management
17
Millennium Management
New York
$339K +$482K +115,407 +163%
Goldman Sachs
18
Goldman Sachs
New York
$329K +$122K +29,209 +19%
ET
19
Equitable Trust
Tennessee
$305K +$106K +25,300 +18%
Invesco
20
Invesco
Georgia
$299K +$93.8K +22,433 +16%
N
21
Nuveen
North Carolina
$281K -$190K -45,391 -23%
Two Sigma Investments
22
Two Sigma Investments
New York
$280K +$642K +153,696 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$265K -$17.7K -4,238 -3%
Boston Partners
24
Boston Partners
Massachusetts
$246K -$836K -200,003 -60%
PPA
25
Parametric Portfolio Associates
Washington
$233K +$38.4K +9,186 +8%

TAST Hedge Fund Activity: Q1 2020 in Review

87 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q1 2020, worth a combined $44.7M — down 81% from $232M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of TAST and 13 opened new positions — a net loss of 13 holders — while 33 trimmed existing stakes and 28 added.

The largest buyer was Royce & Associates, adding an estimated $1.81M. The largest seller was Brown Advisory, exiting entirely with an estimated $10.7M sold.

  • 87 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q1 2020, down from 101 in Q4 2019.
  • Funds reported $44.7M of Carrols Restaurant Group, Inc. stock for Q1 2020, down 81% quarter-over-quarter.
  • 13 funds opened new Carrols Restaurant Group, Inc. positions in Q1 2020 and 26 closed out, a net change of -13 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q1 2020 was Royce & Associates, an estimated $1.81M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q1 2020 was Brown Advisory, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2020.