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TAST

Carrols Restaurant Group, Inc.

Delisted

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

69 hedge funds and large institutions have $31.6M invested in Carrols Restaurant Group, Inc. in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% less funds holding

Funds holding: 8569 (-16)

26% less capital invested

Capital invested by funds: $42.5M → $31.6M (-$10.9M)

45% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 29

55% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 29

Holders
69
Holders Change
-16
Holders Change %
-18.82%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
13
Reduced
29
Closed
29
Calls
$62K
Puts
Net Calls
+$62K
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$4.63M -$946K -506,610 -18%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.91M -$317K -169,839 -8%
First Manhattan
3
First Manhattan
New York
$3.05M -$134K -71,583 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.04M -$261K -140,041 -9%
RA
5
Royce & Associates
New York
$3.02M +$457K +245,000 +20%
BlackRock
6
BlackRock
New York
$1.23M -$3M -1,604,998 -72%
CM
7
CM Management
Florida
$1.21M +$187K +100,000 +20%
ACM
8
Atika Capital Management
New York
$1.13M +$1.05M +561,108 New
WAM
9
Wolverine Asset Management
Illinois
$1.06M +$281K +150,429 +40%
Millennium Management
10
Millennium Management
New York
$1.05M +$976K +522,510 New
BCM
11
Bridgeway Capital Management
Texas
$856K -$25.7K -13,773 -3%
Morgan Stanley
12
Morgan Stanley
New York
$775K +$68.3K +36,601 +11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$704K -$508K -271,977 -44%
Assenagon Asset Management
14
Assenagon Asset Management
Luxembourg
$490K -$177K -94,642 -28%
SP
15
Solel Partners
Massachusetts
$446K +$413K +220,931 New
JIM
16
JCP Investment Management
Texas
$409K +$378K +202,632 New
AWS
17
AJ Wealth Strategies
New York
$329K -$85.1K -45,573 -22%
E
18
Ergoteles
New York
$326K +$301K +161,400 New
Invesco
19
Invesco
Georgia
$319K +$34.1K +18,268 +13%
Boston Partners
20
Boston Partners
Massachusetts
$305K -$342K -183,174 -55%
Renaissance Technologies
21
Renaissance Technologies
New York
$302K +$103K +55,200 +58%
Goldman Sachs
22
Goldman Sachs
New York
$281K -$139K -74,502 -35%
State Street
23
State Street
Massachusetts
$280K -$896K -479,894 -78%
American Century Companies
24
American Century Companies
Missouri
$224K +$43.6K +23,374 +27%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$219K -$57.1K -30,600 -22%

TAST Hedge Fund Activity: Q2 2022 in Review

69 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q2 2022, worth a combined $31.6M — down 26% from $42.5M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of TAST and 16 opened new positions — a net loss of 13 holders — while 29 trimmed existing stakes and 13 added.

The largest buyer was Atika Capital Management, opening a new position worth an estimated $1.05M. The largest seller was BlackRock, cutting an estimated $3M.

  • 69 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q2 2022, down from 85 in Q1 2022.
  • Funds reported $31.6M of Carrols Restaurant Group, Inc. stock for Q2 2022, down 26% quarter-over-quarter.
  • 16 funds opened new Carrols Restaurant Group, Inc. positions in Q2 2022 and 29 closed out, a net change of -13 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q2 2022 was Atika Capital Management, an estimated $1.05M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q2 2022 was BlackRock, an estimated $3M sold.

Based on aggregated 13F filings for Q2 2022.