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TAST

Carrols Restaurant Group, Inc.

Delisted

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

53 hedge funds and large institutions have $19.1M invested in Carrols Restaurant Group, Inc. in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less funds holding

Funds holding: 6053 (-7)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

21% less capital invested

Capital invested by funds: $24.1M → $19.1M (-$5M)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

83% less call options, than puts

Call options by funds: $14K | Put options by funds: $83K

Holders
53
Holders Change
-7
Holders Change %
-11.67%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
20
Closed
10
Calls
$14K
Puts
$83K
Net Calls
-$69K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$2.89M +$97.7K +62,671 +3%
RA
2
Royce & Associates
New York
$2.26M +$54.2K +34,776 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.11M -$41.6K -26,686 -2%
SP
4
Solel Partners
Massachusetts
$2.04M +$1.86M +1,191,055 +386%
ACM
5
Atika Capital Management
New York
$1.02M -$184K -117,809 -14%
JIM
6
JCP Investment Management
Texas
$910K +$589K +378,030 +130%
CM
7
CM Management
Florida
$850K +$117K +75,000 +14%
BlackRock
8
BlackRock
New York
$775K +$1.36K +874 +0.2%
Millennium Management
9
Millennium Management
New York
$727K +$211K +135,260 +34%
WAM
10
Wolverine Asset Management
Illinois
$715K
Boston Partners
11
Boston Partners
Massachusetts
$582K +$133K +85,344 +25%
BCM
12
Bridgeway Capital Management
Texas
$576K
First Manhattan
13
First Manhattan
New York
$535K -$996K -639,146 -62%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$412K -$1.03K -663 -0.2%
AWS
15
AJ Wealth Strategies
New York
$221K
Renaissance Technologies
16
Renaissance Technologies
New York
$211K +$935 +600 +0.4%
Invesco
17
Invesco
Georgia
$202K -$1.17K -753 -0.5%
E
18
Ergoteles
New York
$189K -$13.3K -8,562 -6%
State Street
19
State Street
Massachusetts
$188K
Goldman Sachs
20
Goldman Sachs
New York
$150K -$23.2K -14,883 -12%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$149K +$53.2K +34,107 +45%
Citadel Advisors
22
Citadel Advisors
Florida
$146K +$65.8K +42,213 +65%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$142K -$195K -125,338 -54%
American Century Companies
24
American Century Companies
Missouri
$139K -$24.5K -15,705 -13%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$131K +$153K +97,988 New

TAST Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q4 2022, worth a combined $19.1M — down 21% from $24.1M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TAST and 3 opened new positions — a net loss of 7 holders — while 20 trimmed existing stakes and 16 added.

The largest buyer was Solel Partners, adding an estimated $1.86M. The largest seller was First Manhattan, cutting an estimated $996K.

  • 53 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q4 2022, down from 60 in Q3 2022.
  • Funds reported $19.1M of Carrols Restaurant Group, Inc. stock for Q4 2022, down 21% quarter-over-quarter.
  • 3 funds opened new Carrols Restaurant Group, Inc. positions in Q4 2022 and 10 closed out, a net change of -7 holders.
  • The largest Carrols Restaurant Group, Inc. buyer in Q4 2022 was Solel Partners, an estimated $1.86M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q4 2022 was First Manhattan, an estimated $996K sold.

Based on aggregated 13F filings for Q4 2022.