Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carters Inc (CRI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — CRI

Based on 283 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CRI 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.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
283 funds currently hold this stock — 87% of the 3.0-year high of 326 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

150 buying133 selling
Last quarter: 150 funds bought or added vs 133 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 — ~52 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 49 → 45 → 50 → 52. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 17% new
183 out of 283 hedge funds have held CRI 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.
➡️

Steady discovery — ~52 new funds/quarter

49 → 49 → 45 → 50 → 52 new funds/Q
New funds entering each quarter: 49 → 45 → 50 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 289 holders: 203 (70%) are 2+ year veterans, 33 entered 1–2 years ago, and 53 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
50 of 281 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in CRI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — CRI

In 2026 Q2, 150 hedge funds were net buyers of CRI (52 opened a new position, 98 added to an existing one), while 133 reduced or exited (92 trimmed, 41 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 60% of total institutional value in CRI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 283.

Hedge Fund Ownership: CRI

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

Market Analysis: CRI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CRI

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: CRI
281 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 281 272 3.31%
13F Shares 39M 40M -2.85%
Total Value $1.57B $1.40B 11.49%
New Positions 52 50 +2
Increased Positions 97 87 +10
Closed Positions 41 29 +12
Reduced Positions 89 92 -3
Total Calls 4 4 -
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: CRI

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Financial Highlights

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Institutional Holders (2026 Q2)

281 + investors

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

QUARTER:
Top 25 CRI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RWWM, Inc. 4.39% 1,444,045 $59.4M
2 Alexander Randolph Advisory, Inc. 1.36% 39,995 $1.6M
3 Aristides Capital LLC 1.22% 152,328 $6.3M
4 Verdad Advisers, LP 0.99% 25,000 $1.0M
5 Shellback Capital, LP 0.72% 200,000 $8.2M
6 Nicola Wealth Management LTD. 0.67% 141,100 $5.8M
7 Hussman Strategic Advisors, INC. 0.60% 63,000 $2.6M
8 Interval Partners, LP 0.44% 413,846 $17.0M
9 Landscape Capital Management, L.L.C. 0.41% 154,107 $6.3M
10 Pacific Ridge Capital Partners, LLC 0.32% 42,813 $1.8M
11 Westhampton Capital, LLC 0.19% 11,000 $453K
12 Cinctive Capital Management LP 0.18% 117,475 $4.8M
13 Bridgeway Capital Management, LLC 0.16% 218,072 $9.0M
14 Easterly Investment Partners LLC 0.14% 65,950 $2.7M
15 Royce & Associates LP 0.13% 396,381 $16.3M
16 Salem Investment Counselors Inc 0.13% 126,605 $5.2M
17 Daytona Street Capital LLC 0.12% 4,000 $161K
18 Bayforest Capital Ltd 0.11% 2,955 $122K
19 Ironwood Investment Management LLC 0.11% 7,559 $311K
20 Graham Capital Management, L.P. 0.07% 95,823 $3.9M
21 Inscription Capital, LLC 0.07% 19,456 $801K
22 Allianz Asset Management GmbH 0.07% 1,890,588 $77.8M
23 Aigen Investment Management, LP 0.06% 5,251 $216K
24 Jacobs Levy Equity Management, Inc 0.06% 391,212 $16.1M
25 Aquatic Capital Management LLC 0.05% 38,318 $1.6M
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 — Carters Inc (CRI)

What does the Smart Money Trend signal show for CRI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CRI 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 CRI?

Slight buying edge — 53% buying: Last quarter: 150 funds bought or added vs 133 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 CRI holders?

Elite ownership — 60% AUM from top-100 funds: 50 of 281 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in CRI. 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 CRI?

65% of holders stayed for 2+ years: 183 out of 283 hedge funds have held CRI 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.

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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