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TAST

Carrols Restaurant Group, Inc.

Delisted

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

93 hedge funds and large institutions have $136M invested in Carrols Restaurant Group, Inc. in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $140M → $136M (-$3.87M)

3% less funds holding

Funds holding: 9693 (-3)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

83% less call options, than puts

Call options by funds: $70K | Put options by funds: $410K

Holders
93
Holders Change
-3
Holders Change %
-3.13%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
27
Reduced
36
Closed
15
Calls
$70K
Puts
$410K
Net Calls
-$340K
Net Calls Change
-$67K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$26.4M +$873K +147,825 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.3M -$407K -68,990 -3%
BlackRock
3
BlackRock
New York
$14M -$1.95M -329,848 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.6M -$951K -161,018 -8%
First Manhattan
5
First Manhattan
New York
$10.9M +$4.52M +765,150 +72%
RA
6
Royce & Associates
New York
$8.17M -$1.06M -180,184 -12%
State Street
7
State Street
Massachusetts
$3.82M +$122K +20,715 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.56M +$12.3K +2,085 +0.4%
Northern Trust
9
Northern Trust
Illinois
$3.35M -$180K -30,554 -5%
N
10
Nuveen
North Carolina
$3.03M -$306K -51,818 -9%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$2.54M +$195K +32,996 +8%
AIA
12
Avalon Investment & Advisory
Texas
$2.34M +$197K +33,442 +9%
BCM
13
Bridgeway Capital Management
Texas
$2.2M
Charles Schwab
14
Charles Schwab
California
$2.17M +$79K +13,385 +4%
CM
15
CM Management
Florida
$1.74M +$186K +31,435 +12%
AQR Capital Management
16
AQR Capital Management
Connecticut
$1.65M -$208K -35,195 -11%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$1.59M -$39.3K -6,665 -2%
AWS
18
AJ Wealth Strategies
New York
$1.47M
RC
19
RBF Capital
California
$1.32M
Wells Fargo
20
Wells Fargo
California
$1.29M +$656K +111,168 +108%
Boston Partners
21
Boston Partners
Massachusetts
$1.27M -$589K -99,782 -32%
Goldman Sachs
22
Goldman Sachs
New York
$1.21M +$98.2K +16,636 +9%
Renaissance Technologies
23
Renaissance Technologies
New York
$989K -$1.49M -252,117 -61%
Millennium Management
24
Millennium Management
New York
$965K -$181K -30,646 -16%
Invesco
25
Invesco
Georgia
$840K -$25.4K -4,298 -3%

TAST Hedge Fund Activity: Q2 2021 in Review

93 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q2 2021, worth a combined $136M — down 2.8% from $140M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TAST and 12 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 27 added.

The largest buyer was First Manhattan, adding an estimated $4.52M. The largest seller was BlackRock, cutting an estimated $1.95M.

  • 93 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q2 2021, down from 96 in Q1 2021.
  • Funds reported $136M of Carrols Restaurant Group, Inc. stock for Q2 2021, down 2.8% quarter-over-quarter.
  • 12 funds opened new Carrols Restaurant Group, Inc. positions in Q2 2021 and 15 closed out, a net change of -3 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q2 2021 was First Manhattan, an estimated $4.52M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q2 2021 was BlackRock, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2021.