Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Carters Inc (CRI)

270 + 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
↑ +21
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — CRI

Based on 271 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 — 83% of 3.0Y peak

83% of all-time peak
271 funds currently hold this stock — 83% of the 3.0-year high of 325 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
14 fewer hedge funds hold CRI compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

140 buying122 selling
Last quarter: 140 funds bought or added vs 122 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 — ~50 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 48 → 49 → 45 → 50. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 16% medium ■ 20% new
173 out of 271 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 — ~50 new funds/quarter

57 → 48 → 49 → 45 → 50 new funds/Q
New funds entering each quarter: 48 → 49 → 45 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Of 278 current holders: 199 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
46 of 271 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — CRI

In 2026 Q1, 140 hedge funds were net buyers of CRI (50 opened a new position, 90 added to an existing one), while 122 reduced or exited (93 trimmed, 29 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 39% of total institutional value in CRI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 271.

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

-- --

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

Is It Too Late to Buy Carters Inc (CRI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CRI has moved relative to its sector benchmark (XLY) since the 2026 Q1 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 March 31, 2026 · 79d ago
CRI
+19.0%
XLY
+7.5%

CRI outperformed XLY by +11.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CRI
+27.1%
XLY
+0.5%

Since the filing became public, CRI outperformed XLY by +26.6% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 2 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: CRI
270 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 270 250 8.0%
13F Shares 40M 41M -2.51%
Total Value $1.40B $1.34B 4.72%
New Positions 49 45 +4
Increased Positions 87 81 +6
Closed Positions 29 46 -17
Reduced Positions 92 89 +3
Total Calls 4 7 -42.86%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.75 0.71 Neutral

Statistics: CRI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

270 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RWWM, Inc. 6.11% 2,342,359 $83.8M
2 Aristides Capital LLC 1.27% 163,949 $5.9M
3 Alexander Randolph Advisory, Inc. 1.25% 40,400 $1.4M
4 Verdad Advisers, LP 1.01% 25,000 $894K
5 Landscape Capital Management, L.L.C. 0.63% 276,749 $9.9M
6 Interval Partners, LP 0.63% 667,612 $23.9M
7 Nicola Wealth Management LTD. 0.61% 141,100 $5.0M
8 Rubric Capital Management LP 0.39% 1,018,853 $36.4M
9 J. Goldman & Co LP 0.38% 366,719 $13.1M
10 Pacific Ridge Capital Partners, LLC 0.34% 43,298 $1.5M
11 Blueshift Asset Management, LLC 0.23% 20,929 $748K
12 Westhampton Capital, LLC 0.22% 13,000 $465K
13 Shellback Capital, LP 0.20% 40,000 $1.4M
14 Easterly Investment Partners LLC 0.19% 68,950 $2.4M
15 Dynamic Technology Lab Private Ltd 0.17% 29,086 $1.0M
16 Salem Investment Counselors Inc 0.16% 126,915 $4.5M
17 Hussman Strategic Advisors, INC. 0.16% 21,000 $751K
18 Aster Capital Management (DIFC) Ltd 0.15% 11,459 $469K
19 Bridgeway Capital Management, LLC 0.15% 210,075 $7.5M
20 Royce & Associates LP 0.12% 328,873 $11.8M
21 Fox Run Management, L.L.C. 0.12% 18,969 $658K
22 Ironwood Investment Management LLC 0.11% 7,561 $270K
23 Daytona Street Capital LLC 0.11% 4,000 $143K
24 New Age Alpha Advisors, LLC 0.11% 63,877 $2.3M
25 Polymer Capital Management (US) LLC 0.09% 25,291 $904K
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 140 funds bought or added vs 122 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?

Strong quality — 39% AUM from major funds: 46 of 271 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CRI?

64% of holders stayed for 2+ years: 173 out of 271 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.

Is it too late to buy Carters Inc (CRI) following the 2026 Q1 hedge fund 13F filings?

As of today, CRI has moved +27.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.5% for the XLY sector ETF — an outperformance of +26.6%. Since the quarter end (March 31, 2026), CRI has gained +19.0% vs +7.5% for XLY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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