We are live on ! Find out more
TAST

Carrols Restaurant Group, Inc.

Delisted

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

90 hedge funds and large institutions have $166M invested in Carrols Restaurant Group, Inc. in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $852K | Put options by funds: $363K

40% more capital invested

Capital invested by funds: $118M → $166M (+$47.7M)

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

5% more funds holding

Funds holding: 8690 (+4)

41% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 34

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
20
Reduced
34
Closed
14
Calls
$852K
Puts
$363K
Net Calls
+$489K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$29.4M -$646K -104,210 -2%
BlackRock
2
BlackRock
New York
$16.3M -$424K -68,466 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.1M +$188K +30,369 +1%
RA
4
Royce & Associates
New York
$14.6M +$302K +48,753 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.9M +$848K +136,856 +7%
PCM
6
Portolan Capital Management
Massachusetts
$11.7M +$5.91M +953,465 +111%
Ameriprise
7
Ameriprise
Minnesota
$7.95M +$7.63M +1,232,219 New
First Manhattan
8
First Manhattan
New York
$6.81M -$832K -134,328 -11%
State Street
9
State Street
Massachusetts
$4.24M -$62K -10,013 -2%
N
10
Nuveen
North Carolina
$4.15M +$2.85M +460,229 +251%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$3.94M -$413K -66,689 -10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.63M -$179K -28,927 -5%
Northern Trust
13
Northern Trust
Illinois
$2.68M -$177K -28,579 -6%
MAG
14
Millrace Asset Group
Pennsylvania
$2.61M +$2.5M +404,309 New
BCM
15
Bridgeway Capital Management
Texas
$2.36M -$483K -78,000 -18%
AIA
16
Avalon Investment & Advisory
Texas
$2.22M +$2.13M +344,279 New
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$2.01M -$115K -18,535 -6%
Charles Schwab
18
Charles Schwab
California
$1.66M +$14.8K +2,396 +0.9%
Boston Partners
19
Boston Partners
Massachusetts
$1.64M -$76.4K -12,335 -5%
AWS
20
AJ Wealth Strategies
New York
$1.58M -$61.7K -9,960 -4%
RC
21
RBF Capital
California
$1.42M
GPCM
22
Granite Point Capital Management
Massachusetts
$1.29M
Invesco
23
Invesco
Georgia
$1.03M -$28K -4,525 -3%
Goldman Sachs
24
Goldman Sachs
New York
$868K -$443K -71,424 -35%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$807K -$5.62K -907 -0.7%

TAST Hedge Fund Activity: Q3 2020 in Review

90 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q3 2020, worth a combined $166M — up 40% from $118M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TAST positions and 14 closed out — a net gain of 4 holders — while 20 added to existing stakes and 34 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $7.63M. The largest seller was Cannell Capital, exiting entirely with an estimated $6.53M sold.

  • 90 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q3 2020, up from 86 in Q2 2020.
  • Funds reported $166M of Carrols Restaurant Group, Inc. stock for Q3 2020, up 40% quarter-over-quarter.
  • 18 funds opened new Carrols Restaurant Group, Inc. positions in Q3 2020 and 14 closed out, a net change of +4 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q3 2020 was Ameriprise, an estimated $7.63M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q3 2020 was Cannell Capital, an estimated $6.53M sold.

Based on aggregated 13F filings for Q3 2020.