Carter's

CRI • NYSE

Carter's is a apparel - retail company in the consumer cyclical sector on NYSE, led by Richard F. Westenberger, with a market cap of $1.2B. As of Q3 2025, 110% of shares are held by 249 institutional investors, with RWWM, Inc. as the largest holder at 16.19%.

Interim Chief Executive OfficerRichard F. Westenberger

Market Cap$1.2B

Apparel - Retail

Consumer Cyclical

Employees15.2K

Websitecarters.com

Country

United States of America

Overview

Overview of institutional ownership in CRI as of Q3 2025 with a market cap of $1.0B

All Institutions

Institutions: 249
Value Held: $1.1B
Shares Held: 40.2M
Avg Position: $4.6M
Median Position: $376.1K

Hedge Funds

Hedge Funds: 36
Value Held: $103.3M
Shares Held: 3.7M
Avg Position: $2.9M
Median Position: $810.1K

Ownership Breakdown

Institutional (non-HF)

100.29%

$1.0B

Hedge Funds

10.05%

$103.3M

Retail & Other

Based on market cap of $1.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CRI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
RWWM, Inc. RIA/Wealth	Aaron John Wagner President	$166.5M 11.89% of portfolio	16.19% 5.9M shares	Q2 2024 Held for 1y 5m	$1.4B
B BlackRock, Inc. Institution	-	$153.1M 0.00% of portfolio	14.90% 5.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$119.3M 0.00% of portfolio	11.60% 4.2M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$43.0M 0.00% of portfolio	4.18% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$42.8M 0.01% of portfolio	4.16% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$42.6M 0.00% of portfolio	4.15% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$40.6M 0.01% of portfolio	3.95% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
A AMERICAN CENTURY COMPANIES INC Institution	-	$38.1M 0.02% of portfolio	3.71% 1.3M shares	Q4 2019 Held for 5y 11m	$195.93B
A Allianz Asset Management AG Institution	-	$33.9M 0.04% of portfolio	3.30% 1.2M shares	Q2 2023 Held for 2y 5m	$80.9B
D D. E. Shaw & Co., Inc. Institution	-	$32.9M 0.03% of portfolio	3.20% 1.2M shares	Q3 2024 Held for 1y 2m	$115.81B

Net Capital Flow

Institutional buying and selling activity for CRI in Q3 2025

Traded: −$61.5M
Buyers: 140
Sellers: 148
Total Bought: +$166.1M
Total Sold: −$227.6M
Avg Position: $3.6M

Biggest Buyers

Institution	Net Bought	Current Position
RWWM, Inc. RIA/Wealth	+$51.5M +1.8M shares	$166.5M 5.9M shares
A Allianz Asset Management AG Institution	+$10.3M +365.5K shares	$33.9M 1.2M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$9.5M +337.9K shares	$18.7M 661.9K shares
AMERIPRISE FINANCIAL INC Institution	+$8.8M +310.4K shares	$11.9M 421.7K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$7.9M +279.3K shares	$10.7M 380.3K shares
GOLDMAN SACHS GROUP INC Institution	+$5.7M +202.4K shares	$12.3M 435.3K shares
Q Qube Research & Technologies Ltd Institution	+$4.9M +173.0K shares	$10.0M 353.0K shares
R ROYCE & ASSOCIATES LLC Institution	+$4.7M +167.3K shares	$5.5M 193.3K shares
MORGAN STANLEY RIA/Wealth	+$3.7M +132.4K shares	$43.0M 1.5M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$3.5M +125.7K shares	$3.8M 134.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$56.4M −2.0M shares	$16.0M 567.4K shares
Marshall Wace LLP Institution	−$15.3M −542.7K shares	$11.3M 400.0K shares
D D. E. Shaw & Co., Inc. Institution	−$15.2M −539.3K shares	$32.9M 1.2M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$14.6M −519.0K shares	$3.8M 135.3K shares
Aristotle Capital Boston, LLC Long Only Manager	−$10.4M −345.7K shares	Sold Off 0 shares
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	−$8.0M −265.3K shares	Sold Off 0 shares
UBS Group AG Institution	−$7.0M −248.6K shares	$29.4M 1.0M shares
A ALPS ADVISORS INC ETF Provider	−$4.9M −162.6K shares	Sold Off 0 shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$4.7M −165.4K shares	$40.6M 1.4M shares
S S.A.C. Capital Advisors Ltd. Institution	−$4.6M −151.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CRI in Q3 2025

New Positions: 22
New Value: $5.1M
Exited Positions: 68
Exited Value: $74.8M

New Positions

Institution	Position Value
Morningstar Investment Management LLC Long Only Manager	$844.5K 29.9K shares
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$680.6K 24.1K shares
JENNISON ASSOCIATES LLC Long Only Manager	$592.5K 21.0K shares
QRG CAPITAL MANAGEMENT, INC. Long Only Manager	$530.7K 18.8K shares
I Inscription Capital, LLC RIA/Wealth	$465.4K 16.5K shares
F Farringdon Capital, Ltd. Institution	$434.0K 15.4K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$335.5K 11.9K shares
C CI Private Wealth, LLC RIA/Wealth	$328.0K 11.6K shares
K Keebeck Alpha, LP Hedge Fund	$299.9K 10.6K shares
SAXON INTERESTS, INC. RIA/Wealth	$271.7K 9.5K shares

Exited Positions

Institution	Previous Position
Aristotle Capital Boston, LLC Long Only Manager	$10.4M 345.7K shares
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	$8.0M 265.3K shares
A ALPS ADVISORS INC ETF Provider	$4.9M 162.6K shares
S S.A.C. Capital Advisors Ltd. Institution	$4.6M 151.1K shares
Y Y-Intercept Ltd Institution	$4.4M 145.9K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	$3.0M 101.0K shares
D Dynamic Technology Lab Private Ltd Institution	$3.0M 100.5K shares
DEAN INVESTMENT ASSOCIATES, LLC Long Only Manager	$2.9M 97.7K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$2.7M 89.7K shares
H HUSSMAN STRATEGIC ADVISORS, INC. Institution	$2.5M 84.0K shares

Options Activity

Institutions with the largest Call and Put options positions in CRI as of Q3 2025

Call Positions: 9
Call Value: $9.7M
Put Positions: 8
Put Value: $7.2M

Call Positions

Institution	Position Value
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$2.4M 853.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.8M 642.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.3M 443.0 contracts
W WOLVERINE TRADING, LLC Institution	$965.0K 338.0 contracts
Walleye Trading LLC RIA/Wealth	$942.5K 334.0 contracts
J JANE STREET GROUP, LLC Institution	$770.4K 273.0 contracts
D D. E. Shaw & Co., Inc. Institution	$530.5K 188.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$505.1K 179.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$474.1K 168.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.3M 798.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$1.8M 630.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$866.4K 307.0 contracts
Walleye Trading LLC RIA/Wealth	$855.1K 303.0 contracts
W WOLVERINE TRADING, LLC Institution	$548.2K 192.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$426.1K 151.0 contracts
D D. E. Shaw & Co., Inc. Institution	$225.8K 80.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$214.5K 76.0 contracts

Most Committed Institutions

Institutions with CRI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
RWWM, Inc. RIA/Wealth	Aaron John Wagner President	11.89% $166.5M	16.19% 5.9M shares	Q2 2024 Held for 1y 5m	$1.4B
Alexander Randolph Advisory, Inc. RIA/Wealth	Gary William Schlaffer Chairman	0.96% $1.2M	0.11% 41.2K shares	Q4 2023 Held for 1y 11m	$121.3M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	George Demetrios Papadopoulos CFO	0.53% $8.3M	0.81% 294.8K shares	Q1 2023 Held for 2y 8m	$1.6B
N NICOLA WEALTH MANAGEMENT LTD. RIA/Wealth	John Michael Nicola CEO	0.45% $5.1M	0.49% 179.1K shares	Q2 2022 Held for 3y 5m	$1.1B
K Keebeck Alpha, LP Hedge Fund	Thong Huy Nguyen CIO	0.42% $299.9K	0.03% 10.6K shares	Q3 2025 Held for 2 months	$71.9M
Westhampton Capital, LLC RIA/Wealth	Brant Rittenhouse Snavely CEO	0.34% $688.6K	0.07% 24.4K shares	Q2 2019 Held for 6y 5m	$205.0M
Pacific Ridge Capital Partners, LLC Long Only Manager	Mark Daniel Cooper President	0.22% $1.0M	0.10% 36.7K shares	Q1 2025 Held for 8 months	$460.6M
Cambria Investment Management, L.P. ETF Provider	Mebane Thadley Faber CEO	0.21% $3.7M	0.34% 123.0K shares	Q4 2023 Held for 1y 11m	$1.7B
Levin Easterly Partners LLC Long Only Manager	Darrell William Crate Chairman	0.16% $2.4M	0.24% 86.1K shares	Q3 2021 Held for 4y 2m	$1.5B
NEEDHAM INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	George Austin Needham CEO	0.14% $2.0M	0.19% 70.0K shares	Q3 2023 Held for 2y 2m	$1.4B

Hedge Fund Spotlight

Discover hedge funds investing in CRI

Engineers Gate Manager LP

Hedge Fund • Quant

Portfolio ManagerRobert Gregory Eisner

Portfolio Value: $8.8B
Positions: 2,112
Last Reported: Q3 2025

Sector Allocation

Position in Carter's

Market Value: $488.5K
Shares Held: 17.3K
Portfolio Weight: 0.01%
Owned Since: 2022-Q4

Top Holding	Sector	Market Value	Weight
1 Invesco QQQ Trust QQQ	ETF ETF	$155.2M	1.77%
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$115.3M	1.32%
3 Sabra Healthcare SBRA	REIT - Healthcare Facilities Real Estate	$112.9M	1.29%