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TAST

Carrols Restaurant Group, Inc.

Delisted

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

60 hedge funds and large institutions have $24.1M invested in Carrols Restaurant Group, Inc. in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 6960 (-9)

24% less capital invested

Capital invested by funds: $31.6M → $24.1M (-$7.51M)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

69% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 13

Holders
60
Holders Change
-9
Holders Change %
-13.04%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
21
Closed
13
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$3.36M -$492K -232,971 -10%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.88M -$354K -167,557 -9%
RA
3
Royce & Associates
New York
$2.65M +$272K +128,600 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.57M +$150K +71,031 +5%
First Manhattan
5
First Manhattan
New York
$1.68M -$1.01M -479,235 -32%
ACM
6
Atika Capital Management
New York
$1.41M +$647K +306,171 +55%
BlackRock
7
BlackRock
New York
$926K -$85.4K -40,416 -7%
CM
8
CM Management
Florida
$897K -$106K -50,000 -8%
WAM
9
Wolverine Asset Management
Illinois
$856K
BCM
10
Bridgeway Capital Management
Texas
$691K
Millennium Management
11
Millennium Management
New York
$651K -$260K -122,863 -24%
Boston Partners
12
Boston Partners
Massachusetts
$558K +$404K +191,122 +126%
SP
13
Solel Partners
Massachusetts
$504K +$186K +88,014 +40%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$495K -$94.8K -44,870 -13%
JIM
15
JCP Investment Management
Texas
$474K +$187K +88,402 +44%
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$375K -$26.1K -12,378 -5%
AWS
17
AJ Wealth Strategies
New York
$265K
Renaissance Technologies
18
Renaissance Technologies
New York
$252K +$11K +5,200 +3%
Invesco
19
Invesco
Georgia
$244K -$17.7K -8,364 -5%
E
20
Ergoteles
New York
$241K -$29.2K -13,845 -9%
State Street
21
State Street
Massachusetts
$226K
Goldman Sachs
22
Goldman Sachs
New York
$204K -$28.6K -13,558 -10%
American Century Companies
23
American Century Companies
Missouri
$192K +$15K +7,078 +6%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$181K +$40.6K +19,200 +21%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$123K -$70.6K -33,400 -31%

TAST Hedge Fund Activity: Q3 2022 in Review

60 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q3 2022, worth a combined $24.1M — down 24% from $31.6M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TAST and 4 opened new positions — a net loss of 9 holders — while 21 trimmed existing stakes and 11 added.

The largest buyer was Atika Capital Management, adding an estimated $647K. The largest seller was First Manhattan, cutting an estimated $1.01M.

  • 60 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q3 2022, down from 69 in Q2 2022.
  • Funds reported $24.1M of Carrols Restaurant Group, Inc. stock for Q3 2022, down 24% quarter-over-quarter.
  • 4 funds opened new Carrols Restaurant Group, Inc. positions in Q3 2022 and 13 closed out, a net change of -9 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q3 2022 was Atika Capital Management, an estimated $647K added.
  • The largest Carrols Restaurant Group, Inc. seller in Q3 2022 was First Manhattan, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2022.