Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carter Bankshares Inc (CARE)

122 + Investors. Track Smart Money conviction in CARE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
9Q ▲
Buyers last Q
54%

Smart Money Signals — CARE

Based on 123 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added CARE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
123 hedge funds hold CARE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

63 buying53 selling
Last quarter: 63 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 13 → 15 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 28% medium ■ 20% new
64 out of 123 hedge funds have held CARE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +26% but shares only +8% — price-driven

Value
+26%
Shares
+7%
Last quarter: the total dollar value of institutional holdings rose +26%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~15 new funds/quarter

15 → 16 → 13 → 15 → 15 new funds/Q
New funds entering each quarter: 16 → 13 → 15 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 15% 1-2yr ■ 24% new
Entry-cohort mix of 123 holders: 76 (62%) are 2+ year veterans, 18 entered 1–2 years ago, and 29 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
39 of 122 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CARE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CARE

In 2026 Q1, 63 hedge funds were net buyers of CARE (15 opened a new position, 48 added to an existing one), while 53 reduced or exited (39 trimmed, 14 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in CARE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 123.

Hedge Fund Ownership: CARE

How many hedge funds hold CARE — quarterly history vs. share price
Quarterly hedge fund ownership of CARE vs. share price

Market Analysis: CARE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CARE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Carter Bankshares Inc (CARE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CARE has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
CARE
-3.9%
XLF
+8.5%

CARE outperformed XLF by -12.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
CARE
+0.0%
XLF
+0.0%

Since the filing became public, CARE outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: CARE
2026 Q2 Stats Unlock in 4 days 122 + Investors

Track Smart Money conviction in CARE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 122 -
13F Shares 13M 12M 7.67%
Total Value $292M $231M 26.15%
New Positions 14 15 -1
Increased Positions 48 31 +17
Closed Positions 14 13 +1
Reduced Positions 39 55 -16
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CARE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

122 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CARE. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CARE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Petiole USA ltd 4.38% 179,222 $6.1M
2 Oppenheimer & Close, LLC 1.34% 62,500 $2.1M
3 Semanteon Capital Management, LP 1.16% 7,560 $257K
4 Huber Capital Management LLC 0.92% 183,553 $6.2M
5 EJF Capital LP 0.82% 36,001 $1.2M
6 Maltese Capital Management LLC 0.65% 105,000 $3.6M
7 Richard Young Associates, Ltd. 0.55% 24,471 $832K
8 LightSquare Wealth Management, LLC 0.34% 14,709 $500K
9 Kennedy Capital Management LLC 0.23% 384,084 $13.1M
10 Hillsdale Investment Management Inc. 0.20% 263,657 $9.0M
11 Basswood Capital Management, L.L.C. 0.18% 131,609 $4.5M
12 Sierra Summit Advisors LLC 0.15% 39,579 $1.3M
13 Algert Global LLC 0.11% 278,213 $9.5M
14 EntryPoint Capital, LLC 0.11% 10,858 $164K
15 Aquatic Capital Management LLC 0.09% 81,103 $2.8M
16 Bridgeway Capital Management, LLC 0.08% 141,683 $4.8M
17 Diversified Trust Co 0.08% 141,762 $4.8M
18 Martingale Asset Management L P 0.07% 91,899 $3.1M
19 Partners in Financial Planning 0.06% 12,299 $418K
20 Aigen Investment Management, LP 0.06% 6,021 $205K
21 Campbell & CO Investment Adviser LLC 0.05% 28,790 $979K
22 State of Wyoming 0.04% 12,621 $429K
23 Baader Bank Aktiengesellschaft 0.04% 15,000 $510K
24 Segall Bryant & Hamill, LLC 0.04% 87,905 $3.0M
25 Lazard Asset Management LLC 0.03% 640,742 $21.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Carter Bankshares Inc (CARE)

What does the Smart Money Trend signal show for CARE?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added CARE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CARE?

Slight buying edge — 54% buying: Last quarter: 63 funds bought or added vs 53 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CARE holders?

Elite ownership — 50% AUM from top-100 funds: 39 of 122 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in CARE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CARE?

52% of holders stayed for 2+ years: 64 out of 123 hedge funds have held CARE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Carter Bankshares Inc (CARE) following the 2026 Q2 hedge fund 13F filings?

As of today, CARE has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), CARE has gained -3.9% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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