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TAST

Carrols Restaurant Group, Inc.

Delisted

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

86 hedge funds and large institutions have $118M invested in Carrols Restaurant Group, Inc. in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more capital invested

Capital invested by funds: $44.7M → $118M (+$73.6M)

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

16% more call options, than puts

Call options by funds: $272K | Put options by funds: $234K

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 8786 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
33
Reduced
26
Closed
16
Calls
$272K
Puts
$234K
Net Calls
+$38K
Net Calls Change
-$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$22.5M +$10.4M +2,749,357 +144%
BlackRock
2
BlackRock
New York
$12.5M -$349K -92,552 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12M -$240K -63,486 -3%
RA
4
Royce & Associates
New York
$10.7M +$50K +13,258 +0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.05M -$136K -35,977 -2%
CC
6
Cannell Capital
Wyoming
$6.53M -$2.68M -710,148 -34%
First Manhattan
7
First Manhattan
New York
$5.76M -$301K -79,670 -6%
PCM
8
Portolan Capital Management
Massachusetts
$4.15M +$3.23M +856,873 New
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$3.28M +$2.09M +552,985 +442%
State Street
10
State Street
Massachusetts
$3.23M -$180K -47,690 -7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.87M +$102K +27,162 +5%
Northern Trust
12
Northern Trust
Illinois
$2.15M +$4.04K +1,071 +0.2%
BCM
13
Bridgeway Capital Management
Texas
$2.15M +$827K +219,100 +97%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$1.6M +$1.25M +330,301 New
Boston Partners
15
Boston Partners
Massachusetts
$1.29M +$496K +131,344 +97%
Charles Schwab
16
Charles Schwab
California
$1.24M +$63.6K +16,857 +7%
AWS
17
AJ Wealth Strategies
New York
$1.23M +$772K +204,468 +406%
PCM
18
Prelude Capital Management
New York
$1.16M +$52K +13,773 +6%
RC
19
RBF Capital
California
$1.06M
Goldman Sachs
20
Goldman Sachs
New York
$997K +$95.2K +25,221 +14%
GPCM
21
Granite Point Capital Management
Massachusetts
$968K +$755K +200,000 New
N
22
Nuveen
North Carolina
$886K +$109K +28,808 +19%
Millennium Management
23
Millennium Management
New York
$798K -$79.6K -21,096 -11%
Invesco
24
Invesco
Georgia
$796K +$328 +87 +0.1%
WG
25
Winton Group
United Kingdom
$672K +$95.8K +25,382 +22%

TAST Hedge Fund Activity: Q2 2020 in Review

86 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q2 2020, worth a combined $118M — up 165% from $44.7M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TAST and 15 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 33 added.

The largest buyer was Russell Investments Group, adding an estimated $10.4M. The largest seller was Private Capital Management (Florida), exiting entirely with an estimated $5.2M sold.

  • 86 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q2 2020, down from 87 in Q1 2020.
  • Funds reported $118M of Carrols Restaurant Group, Inc. stock for Q2 2020, up 165% quarter-over-quarter.
  • 15 funds opened new Carrols Restaurant Group, Inc. positions in Q2 2020 and 16 closed out, a net change of -1 holder.
  • The largest Carrols Restaurant Group, Inc. buyer in Q2 2020 was Russell Investments Group, an estimated $10.4M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q2 2020 was Private Capital Management (Florida), an estimated $5.2M sold.

Based on aggregated 13F filings for Q2 2020.