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TAST

Carrols Restaurant Group, Inc.

Delisted

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

82 hedge funds and large institutions have $74M invested in Carrols Restaurant Group, Inc. in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 31 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,617% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $98K

12% less funds holding

Funds holding: 9382 (-11)

42% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 24

42% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 31

45% less capital invested

Capital invested by funds: $136M → $74M (-$61.6M)

Holders
82
Holders Change
-11
Holders Change %
-11.83%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
18
Reduced
31
Closed
24
Calls
$1.68M
Puts
$98K
Net Calls
+$1.58M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$15.5M -$658K -147,447 -3%
BlackRock
2
BlackRock
New York
$8.37M -$200K -44,690 -2%
First Manhattan
3
First Manhattan
New York
$7.88M +$1.48M +331,603 +18%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.61M -$1.34M -299,624 -13%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.62M -$521K -116,769 -6%
BCM
6
Bridgeway Capital Management
Texas
$2.78M +$1.76M +393,800 +108%
State Street
7
State Street
Massachusetts
$2.56M -$27.6K -6,175 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.08M -$112K -25,172 -4%
N
9
Nuveen
North Carolina
$1.92M -$58K -12,988 -3%
RA
10
Royce & Associates
New York
$1.88M -$3.78M -846,568 -62%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$1.47M +$614K +137,491 +52%
CM
12
CM Management
Florida
$1.37M +$380K +85,000 +29%
Goldman Sachs
13
Goldman Sachs
New York
$1.24M +$616K +138,051 +68%
Northern Trust
14
Northern Trust
Illinois
$1.22M -$998K -223,456 -40%
USPCM
15
Union Square Park Capital Management
New York
$1.1M +$1.34M +300,000 New
AWS
16
AJ Wealth Strategies
New York
$896K
RC
17
RBF Capital
California
$805K
Charles Schwab
18
Charles Schwab
California
$705K -$749K -167,829 -47%
Boston Partners
19
Boston Partners
Massachusetts
$705K -$81.4K -18,239 -9%
Invesco
20
Invesco
Georgia
$534K +$27.6K +6,187 +4%
Millennium Management
21
Millennium Management
New York
$469K -$145K -32,491 -20%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$455K +$31.8K +7,131 +6%
MWNA
23
Marshall Wace North America
New York
$424K +$517K +115,892 New
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$342K -$101K -22,694 -20%
PPA
25
Parametric Portfolio Associates
Washington
$338K +$227K +50,836 +122%

TAST Hedge Fund Activity: Q3 2021 in Review

82 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q3 2021, worth a combined $74M — down 45% from $136M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of TAST and 14 opened new positions — a net loss of 10 holders — while 31 trimmed existing stakes and 18 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $1.76M. The largest seller was Royce & Associates, cutting an estimated $3.78M.

  • 82 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q3 2021, down from 93 in Q2 2021.
  • Funds reported $74M of Carrols Restaurant Group, Inc. stock for Q3 2021, down 45% quarter-over-quarter.
  • 14 funds opened new Carrols Restaurant Group, Inc. positions in Q3 2021 and 24 closed out, a net change of -10 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q3 2021 was Bridgeway Capital Management, an estimated $1.76M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q3 2021 was Royce & Associates, an estimated $3.78M sold.

Based on aggregated 13F filings for Q3 2021.