CARTERS INC CRI
COM · Common Stock · CUSIP 146229109
Major American manufacturer of children's apparel
- SectorConsumer discretionary
- IndustryApparel & Other Finishd Prods of Fabrics & Similar Matl
- HeadquartersAtlanta, GA
- Founded1865
- Websitecarters.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.3m this quarter). Holder counts are more reliable. Shares outstanding: 36.1m as of 2024-07-19, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $61.99. Options: 7 managers hold calls ($9.2m notional), 7 hold puts ($12.2m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 299 |
| Q4 2022 | 310 |
| Q1 2023 | 307 |
| Q2 2023 | 292 |
| Q3 2023 | 304 |
| Q4 2023 | 322 |
| Q1 2024 | 332 |
| Q2 2024 | 331 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 137 | 156 |
| Q1 2023 | 155 | 141 |
| Q2 2023 | 125 | 175 |
| Q3 2023 | 144 | 151 |
| Q4 2023 | 174 | 142 |
| Q1 2024 | 168 | 164 |
| Q2 2024 | 179 | 170 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $4.9m | $6.5m | 1.35 |
| Q4 2023 | $6.5m | $3.4m | 0.52 |
| Q1 2024 | $21.1m | $10.9m | 0.52 |
| Q2 2024 | $9.2m | $12.2m | 1.32 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +627.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +516.5k |
| RWWM, INC. | New | +382.0k |
| Pacer Advisors, Inc. | Added | +371.7k |
| FIRST TRUST ADVISORS LP | Added | +304.6k |
| CITADEL ADVISORS LLC | Added | +272.4k |
| Invesco Ltd. | Added | +260.6k |
| Holocene Advisors, LP | Added | +210.7k |
| Qube Research & Technologies Ltd | Added | +193.8k |
| AQR CAPITAL MANAGEMENT LLC | Added | +186.9k |
Biggest sellers
| MORGAN STANLEY | Reduced | -986.1k |
| COOPER CREEK PARTNERS MANAGEMENT LLC | Sold out | -626.8k |
| DEPRINCE RACE & ZOLLO INC | Sold out | -323.7k |
| NORGES BANK | Reduced | -244.7k |
| HEARTLAND ADVISORS INC | Sold out | -203.4k |
| Point72 Asset Management, L.P. | Sold out | -188.5k |
| Russell Investments Group, Ltd. | Reduced | -107.8k |
| Schonfeld Strategic Advisors LLC | Reduced | -106.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -94.5k |
| Trexquant Investment LP | Sold out | -83.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.8m76.7k shares |
| GOLDMAN SACHS GROUP INC | New | $3.1m50.0k shares |
| CITADEL ADVISORS LLC | Reduced | $749.8k12.1k shares |
| JANE STREET GROUP, LLC | Reduced | $322.2k5.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $229.0k3.7k shares |
| Walleye Capital LLC | Reduced | $74.4k1.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| GOLDMAN SACHS GROUP INC | New | $5.3m84.8k shares |
| CITADEL ADVISORS LLC | Added | $3.2m51.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.1m34.6k shares |
| WOLVERINE TRADING, LLC | Reduced | $725.0k11.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $464.0k7.5k shares |
| Walleye Capital LLC | Added | $378.0k6.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +2.2 pts · filed 2025-07-17 | 14.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.2% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-07-14 | 5.2% |
| PACIFIC INVESTMENT MANAGEMENT CO LLC 13G · institution new · filed 2026-08-06 | 5.1% |
Fell to 5% or below in the last year: RWWM, Inc. (3.9%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), AQR CAPITAL MANAGEMENT LLC (1.6%, 2025-11-14)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2022 | 0 | — | 2 | $201.2k | — |
| Q4 2022 | 0 | — | 3 | $9.3m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 2 | $392.7k | — |
| Q4 2023 | 0 | — | 6 | $8.7m | $8.3m |
| Q1 2024 | 0 | — | 2 | $244.4k | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.02% of their portfolio | 8.2m $506.2m | Added +627.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 3.6m $220.3m | Added +5.1k |
| BlackRock Inc. 0.00% of their portfolio | 3.2m $200.7m | Reduced -18.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.66% of their portfolio | 2.5m $154.2m | Added +516.5k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.5m $93.7m | Reduced -72.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 1.5m $92.0m | Added +81.0k |
| HARRIS ASSOCIATES L P 0.14% of their portfolio | 1.3m $81.5m | Reduced -2.5k |
| Pacer Advisors, Inc. 0.17% of their portfolio | 1.2m $74.9m | Added +371.7k |
| LSV ASSET MANAGEMENT 0.16% of their portfolio | 1.2m $74.1m | Reduced -21.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.1m $70.0m | Added +5.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $69.4m | Reduced -2.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.1m $65.9m | Added +112.9k |
| Boston Trust Walden Corp 0.49% of their portfolio | 1.1m $65.6m | Reduced -76.9k |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 1.0m $63.9m | Added +304.6k |
| SHAPIRO CAPITAL MANAGEMENT LLC 1.51% of their portfolio | 805.6k $49.9m | Reduced -30.4k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 757.1k $46.9m | Added +171.0k |
| WASATCH ADVISORS LP 0.22% of their portfolio | 666.9k $41.3m | Added +135.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 603.4k $37.4m | Added +11.7k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 555.6k $34.2m | Added +186.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 537.6k $33.3m | Reduced -42.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 536.8k $33.3m | Reduced -1.1k |
| MORGAN STANLEY 0.00% of their portfolio | 526.4k $32.6m | Reduced -986.1k |
| Aristotle Capital Boston, LLC 1.07% of their portfolio | 514.0k $31.9m | Reduced -40.2k |
| Invesco Ltd. 0.01% of their portfolio | 464.6k $28.8m | Added +260.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 463.5k $28.7m | Reduced -58.2k |
| REINHART PARTNERS, LLC. 1.19% of their portfolio | 461.2k $28.6m | Added +185.5k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 445.8k $27.6m | Added +272.4k |
| Holocene Advisors, LP 0.11% of their portfolio | 406.5k $25.2m | Added +210.7k |
| RWWM, INC. 2.57% of their portfolio | 382.0k $23.7m | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.14% of their portfolio | 330.3k $20.5m | Reduced -18.8k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 323.1k $20.0m | Added +139.4k |
| ROYCE & ASSOCIATES LP 0.18% of their portfolio | 317.8k $19.7m | Added +54.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 280.5k $17.4m | Added +153.3k |
| GW&K Investment Management, LLC 0.16% of their portfolio | 274.9k $17.0m | Reduced -528 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 252.0k $15.6m | Added +50.8k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 208.6k $12.9m | Added +193.8k |
| NEEDHAM INVESTMENT MANAGEMENT LLC 0.96% of their portfolio | 187.8k $11.6m | Added +59.5k |
| NORGES BANK 0.00% of their portfolio | 179.4k $11.1m | Reduced -244.7k |
| Verition Fund Management LLC 0.08% of their portfolio | 176.5k $10.9m | Added +131.9k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 175.2k $10.9m | Added +2.1k |
| Sound Income Strategies, LLC 0.65% of their portfolio | 167.3k $10.4m | Added +67.2k |
| Man Group plc 0.03% of their portfolio | 166.2k $10.3m | Reduced -36.6k |
| Edgestream Partners, L.P. 0.47% of their portfolio | 157.5k $9.8m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 156.7k $9.7m | Reduced -2.9k |
| Cambria Investment Management, L.P. 0.59% of their portfolio | 156.2k $9.7m | Added +8.8k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 154.1k $9.5m | Added +123.5k |
| Leeward Investments, LLC - MA 0.41% of their portfolio | 144.7k $9.0m | Reduced -427 |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 143.9k $8.9m | Added +23.8k |
| UBS Group AG 0.00% of their portfolio | 122.6k $7.6m | Added +32.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 121.6k $7.5m | Reduced -17.0k |
| VAN DEN BERG MANAGEMENT I, INC 2.18% of their portfolio | 118.4k $7.3m | Added +15.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 114.3k $7.1m | Reduced -8.7k |
| Empowered Funds, LLC 0.12% of their portfolio | 110.8k $6.9m | Reduced -54.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 110.5k $6.8m | Added +20.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 107.2k $6.6m | Added +21.4k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 105.9k $6.6m | Added +82.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 105.6k $6.5m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 104.4k $6.5m | Added +33.5k |
| Impax Asset Management Group plc 0.03% of their portfolio | 102.8k $6.4m | Added +35.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 100.5k $6.2m | Reduced -5.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 97.6k $6.0m | Added +5.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 97.1k $6.0m | Added +1.7k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 95.1k $5.9m | Added +64.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 89.1k $5.5m | Reduced -94.5k |
| CRAWFORD INVESTMENT COUNSEL INC 0.10% of their portfolio | 85.9k $5.3m | Added +5.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 85.1k $5.3m | Added +10.1k |
| Quantbot Technologies LP 0.23% of their portfolio | 76.2k $4.7m | Added +63.1k |
| Swiss National Bank 0.00% of their portfolio | 71.8k $4.4m | Reduced -900 |
| California Public Employees Retirement System 0.00% of their portfolio | 70.3k $4.4m | Added +772 |
| ONTARIO TEACHERS PENSION PLAN BOARD 0.04% of their portfolio | 61.7k $3.8m | Reduced -4.4k |
| Squarepoint Ops LLC 0.01% of their portfolio | 59.7k $3.7m | New |
| Legal & General Group Plc 0.00% of their portfolio | 59.4k $3.7m | Reduced -27.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 55.7k $3.5m | Added +35.9k |
| HARBOR CAPITAL ADVISORS, INC. 0.26% of their portfolio | 54.8k $3.4m | Added +42.5k |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 49.5k $3.1m | New |
| Bridgewater Associates, LP 0.02% of their portfolio | 48.3k $3.0m | Reduced -11.5k |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 47.8k $3.0m | Reduced -106.6k |
| Corebridge Financial, Inc. 0.02% of their portfolio | 46.2k $2.9m | First filing |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 45.5k $2.8m | Added +25.5k |
| Retirement Systems of Alabama 0.01% of their portfolio | 45.0k $2.8m | Reduced -1.2k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.50% of their portfolio | 44.1k $2.7m | New |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 43.9k $2.7m | Added +38.4k |
| ALPS ADVISORS INC 0.02% of their portfolio | 43.4k $2.7m | Added +5.9k |
| Westhampton Capital, LLC 1.46% of their portfolio | 43.4k $2.7m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 43.4k $2.7m | Added +658 |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 43.3k $2.7m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 42.8k $2.7m | Reduced -22.2k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.72% of their portfolio | 42.0k $2.6m | New |
| COMERICA BANK 0.01% of their portfolio | 39.4k $2.4m | Added +2.2k |
| NICOLA WEALTH MANAGEMENT LTD. 0.28% of their portfolio | 37.1k $3.1m | Unchanged |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 36.3k $2.3m | Reduced -4.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 36.1k $2.2m | Reduced -1.2k |
| Kingsview Wealth Management, LLC 0.05% of their portfolio | 34.7k $2.1m | Added +1.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 34.3k $2.1m | Reduced -9.0k |
| Alexander Randolph Advisory, Inc. 1.97% of their portfolio | 34.0k $2.1m | Reduced -26 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 31.8k $2.0m | Added +1.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 31.6k $2.0m | Added +28.5k |
| PINEBRIDGE INVESTMENTS, L.P. 0.02% of their portfolio | 31.5k $2.0m | Reduced -880 |
| Aristides Capital LLC 0.41% of their portfolio | 31.3k $1.9m | Added +15.7k |
| Crossmark Global Holdings, Inc. 0.04% of their portfolio | 30.4k $1.9m | Added +4.8k |