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TAST

Carrols Restaurant Group, Inc.

Delisted

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

88 hedge funds and large institutions have $57.9M invested in Carrols Restaurant Group, Inc. in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

7% more funds holding

Funds holding: 8288 (+6)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

22% less capital invested

Capital invested by funds: $74M → $57.9M (-$16.1M)

50% less call options, than puts

Call options by funds: $23K | Put options by funds: $46K

Holders
88
Holders Change
+6
Holders Change %
+7.32%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
28
Reduced
28
Closed
11
Calls
$23K
Puts
$46K
Net Calls
-$23K
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$9.4M -$3.56M -1,061,955 -25%
BlackRock
2
BlackRock
New York
$6.73M -$44.7K -13,337 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$5.82M -$377K -112,353 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.36M +$11.1K +3,314 +0.2%
First Manhattan
5
First Manhattan
New York
$5.16M -$1.37M -408,765 -19%
BCM
6
Bridgeway Capital Management
Texas
$3.12M +$987K +294,600 +39%
RA
7
Royce & Associates
New York
$2.88M +$1.54M +459,730 +90%
USPCM
8
Union Square Park Capital Management
New York
$2.1M +$1.37M +408,271 +136%
State Street
9
State Street
Massachusetts
$1.86M -$6.64K -1,982 -0.3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.79M +$120K +35,751 +6%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$1.2M +$6.45K +1,925 +0.5%
CM
12
CM Management
Florida
$1.18M +$83.8K +25,000 +7%
Northern Trust
13
Northern Trust
Illinois
$916K -$81.3K -24,258 -7%
AWS
14
AJ Wealth Strategies
New York
$772K +$53.6K +16,000 +7%
Goldman Sachs
15
Goldman Sachs
New York
$673K -$377K -112,583 -33%
Morgan Stanley
16
Morgan Stanley
New York
$660K +$559K +166,846 +296%
RC
17
RBF Capital
California
$651K
N
18
Nuveen
North Carolina
$427K -$1.14M -341,348 -69%
Invesco
19
Invesco
Georgia
$407K -$29K -8,659 -6%
RWA
20
Redmont Wealth Advisors
Illinois
$404K +$458K +136,610 New
Boston Partners
21
Boston Partners
Massachusetts
$378K -$217K -64,784 -34%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$373K +$4.59K +1,371 +1%
Millennium Management
23
Millennium Management
New York
$290K -$101K -30,130 -24%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$247K +$239K +71,271 +579%
Two Sigma Investments
25
Two Sigma Investments
New York
$241K +$185K +55,150 +211%

TAST Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q4 2021, worth a combined $57.9M — down 22% from $74M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TAST positions and 11 closed out — a net gain of 8 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.54M. The largest seller was Russell Investments Group, cutting an estimated $3.56M.

  • 88 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q4 2021, up from 82 in Q3 2021.
  • Funds reported $57.9M of Carrols Restaurant Group, Inc. stock for Q4 2021, down 22% quarter-over-quarter.
  • 19 funds opened new Carrols Restaurant Group, Inc. positions in Q4 2021 and 11 closed out, a net change of +8 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q4 2021 was Royce & Associates, an estimated $1.54M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q4 2021 was Russell Investments Group, an estimated $3.56M sold.

Based on aggregated 13F filings for Q4 2021.