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TAST

Carrols Restaurant Group, Inc.

Delisted

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

96 hedge funds and large institutions have $155M invested in Carrols Restaurant Group, Inc. in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

7% more funds holding

Funds holding: 9096 (+6)

7% less capital invested

Capital invested by funds: $166M → $155M (-$11M)

68% less call options, than puts

Call options by funds: $85K | Put options by funds: $265K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
1.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
32
Reduced
28
Closed
13
Calls
$85K
Puts
$265K
Net Calls
-$180K
Net Calls Change
-$669K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$26.2M -$2.47M -386,778 -8%
BlackRock
2
BlackRock
New York
$15.9M +$61.5K +9,617 +0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$15.8M +$55.6K +8,700 +0.3%
RA
4
Royce & Associates
New York
$13.2M -$1.03M -161,791 -7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.4M -$241K -37,633 -2%
Ameriprise
6
Ameriprise
Minnesota
$8.09M +$356K +55,673 +5%
First Manhattan
7
First Manhattan
New York
$6.44M -$198K -31,037 -3%
State Street
8
State Street
Massachusetts
$4.15M +$22.2K +3,473 +0.5%
N
9
Nuveen
North Carolina
$3.57M -$478K -74,741 -12%
Northern Trust
10
Northern Trust
Illinois
$3.48M +$887K +138,735 +33%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.35M -$193K -30,228 -5%
Morgan Stanley
12
Morgan Stanley
New York
$2.92M +$2.81M +438,964 +1,672%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$2.9M -$952K -148,958 -24%
BCM
14
Bridgeway Capital Management
Texas
$2.3M
AIA
15
Avalon Investment & Advisory
Texas
$2.15M -$15.7K -2,457 -0.7%
Millennium Management
16
Millennium Management
New York
$1.92M +$680K +106,440 +54%
Citadel Advisors
17
Citadel Advisors
Florida
$1.88M +$1.23M +192,283 +181%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$1.86M -$99.4K -15,560 -5%
CM
19
CM Management
Florida
$1.62M +$1.65M +258,565 New
Charles Schwab
20
Charles Schwab
California
$1.6M -$21.6K -3,372 -1%
Boston Partners
21
Boston Partners
Massachusetts
$1.55M -$47.4K -7,423 -3%
AWS
22
AJ Wealth Strategies
New York
$1.54M
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$1.44M +$1.46M +228,739 New
RC
24
RBF Capital
California
$1.38M
Goldman Sachs
25
Goldman Sachs
New York
$1.05M +$214K +33,453 +25%

TAST Hedge Fund Activity: Q4 2020 in Review

96 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q4 2020, worth a combined $155M — down 6.7% from $166M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TAST positions and 13 closed out — a net gain of 7 holders — while 32 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.81M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $11.7M sold.

  • 96 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q4 2020, up from 90 in Q3 2020.
  • Funds reported $155M of Carrols Restaurant Group, Inc. stock for Q4 2020, down 6.7% quarter-over-quarter.
  • 20 funds opened new Carrols Restaurant Group, Inc. positions in Q4 2020 and 13 closed out, a net change of +7 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q4 2020 was Morgan Stanley, an estimated $2.81M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q4 2020 was Portolan Capital Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2020.