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TAST

Carrols Restaurant Group, Inc.

Delisted

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

132 hedge funds and large institutions have $279M invested in Carrols Restaurant Group, Inc. in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

71,183% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $6K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more capital invested

Capital invested by funds: $239M → $279M (+$40M)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

2% less funds holding

Funds holding: 135132 (-3)

23% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 39

Holders
132
Holders Change
-3
Holders Change %
-2.22%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
49
Increased
30
Reduced
39
Closed
50
Calls
$4.28M
Puts
$6K
Net Calls
+$4.27M
Net Calls Change
+$3.53M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$25.9M -$6.46M -699,233 -20%
Fidelity International
2
Fidelity International
Bermuda
$21.8M +$21.2M +2,295,385 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$16.9M +$339K +36,712 +2%
GF
4
Gabelli Funds
New York
$14.7M +$14.2M +1,540,605 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.2M -$7.67M -830,589 -37%
Renaissance Technologies
6
Renaissance Technologies
New York
$11.6M +$913K +98,900 +9%
Morgan Stanley
7
Morgan Stanley
New York
$10.3M -$3.26M -353,545 -25%
FTCM
8
First Trust Capital Management
Illinois
$10.1M +$9.85M +1,067,091 New
GCL
9
Glazer Capital LLC
New York
$9.03M +$8.77M +949,647 New
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$7.55M +$6.47M +700,242 +747%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$7.01M -$262K -28,333 -4%
State Street
12
State Street
Massachusetts
$6.94M -$149K -16,142 -2%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$6.61M +$943K +102,100 +17%
NAM
14
Nexpoint Asset Management
Texas
$5.98M +$5.81M +629,134 New
Millennium Management
15
Millennium Management
New York
$5.78M -$9.94M -1,076,570 -64%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$5.11M -$16.3K -1,760 -0.3%
Norges Bank
17
Norges Bank
Norway
$5.01M +$2.39M +258,399 +96%
BCM
18
Beryl Capital Management
California
$4.96M +$4.82M +521,566 New
GCIA
19
Gabelli & Co Investment Advisers
New York
$4.4M +$4.27M +462,550 New
Two Sigma Investments
20
Two Sigma Investments
New York
$4.26M -$1.49M -161,530 -27%
GI
21
GAMCO Investors
Connecticut
$4.21M +$4.08M +442,226 New
VI
22
Versor Investments
New York
$3.89M +$3.77M +408,696 New
Man Group
23
Man Group
United Kingdom
$3.67M +$3.56M +385,654 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.65M -$84.2K -9,121 -2%
Bank of America
25
Bank of America
North Carolina
$3.51M +$2.47M +267,062 +263%

TAST Hedge Fund Activity: Q1 2024 in Review

132 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Carrols Restaurant Group, Inc. (TAST) for Q1 2024, worth a combined $279M — up 17% from $239M a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of TAST and 49 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 30 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $21.2M. The largest seller was Divisadero Street Capital Management, exiting entirely with an estimated $15.7M sold.

  • 132 institutional investors held Carrols Restaurant Group, Inc. (TAST) as of Q1 2024, down from 135 in Q4 2023.
  • Funds reported $279M of Carrols Restaurant Group, Inc. stock for Q1 2024, up 17% quarter-over-quarter.
  • 49 funds opened new Carrols Restaurant Group, Inc. positions in Q1 2024 and 50 closed out, a net change of -1 holder.
  • The largest Carrols Restaurant Group, Inc. buyer in Q1 2024 was Fidelity International, an estimated $21.2M added.
  • The largest Carrols Restaurant Group, Inc. seller in Q1 2024 was Divisadero Street Capital Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2024.