Carlotz Ownership

LOTZ -  USA Stock  

USD 3.23  0.07  2.22%

Some institutional investors establish a significant position in stocks such as Carlotz in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Carlotz, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Additionally, see Stocks Correlation.

Carlotz Ownership Allocation 

 
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Preferred Dividends Income Statement Impact is likely to drop to about 1.9 M in 2021. Weighted Average Shares is likely to drop to about 3.3 M in 2021. Weighted Average Shares Diluted is likely to drop to about 3.3 M in 2021.
Carlotz holds a total of one hundred thirteen million six hundred seventy thousand outstanding shares. Carlotz retains significant amount of outstanding shares owned by insiders. An insider is usually defined as a CEO, other corporate executive, director, or institutional investor who own at least 10% of the company outstanding shares. Since such a large part of the company is owned by insiders, it is advisable to analyze if each of these insiders have been buying or selling the stock in recent months. Please note that no matter how much assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Carlotz Stock Ownership Analysis

About 22.0% of the company outstanding shares are owned by corporate insiders. The company has Price/Earnings To Growth (PEG) ratio of 0.12. Carlotz had not issued any dividends in recent years. CarLotz, Inc. operates as a consignment-to-retail used vehicle marketplace that provides its corporate vehicle sourcing partners and retail sellers of used vehicles. The company was founded in 2011 and is headquartered in Richmond, Virginia. Carlotz operates under Auto Truck Dealerships classification in the United States and is traded on NASDAQ Exchange. It employs 166 people. To find out more about Carlotz contact the company at 804 728 3833 or learn more at http://www.carlotz.com.
Besides selling stocks to institutional investors, Carlotz also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Carlotz's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Carlotz's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Carlotz Quarterly Share Based Compensation

3.45 MillionShare
About 22.0% of Carlotz are currently held by insiders. Unlike Carlotz's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Carlotz's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%.

Carlotz SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Carlotz prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Carlotz investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Carlotz specific information freely available to individual and institutional investors to make a timely investment decision.
8th of November 2021
Financial Statements and Exhibits. Results of Operations and Financial Condition
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4th of August 2021
Unclassified Corporate Event
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7th of June 2021
Submission of Matters to a Vote of Security Holders
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Carlotz Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Carlotz is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Carlotz backward and forwards among themselves. Carlotz's institutional investor refers to the entity that pools money to purchase Carlotz's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Tremblant Capital GroupCommon Shares6.9 M26.3 M
Blackrock IncCommon Shares4.9 M18.6 M
Vanguard Group IncCommon Shares3.5 M13.5 M
Must Asset Management IncCommon Shares3.5 M13.2 M
Balyasny Asset Management LlcWarrants400 K5.2 M
Geode Capital Management LlcCommon Shares1.3 MM
State Street CorpCommon Shares912.6 K3.5 M
Group One Trading LpCall Options884.9 K3.4 M
Taylor Frigon Capital Management LlcCommon Shares855.8 K3.3 M
Susquehanna International Group LlpPut Options380.2 K1.4 M
Note, although Carlotz's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Carlotz Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Carlotz insiders, such as employees or executives, is commonly permitted as long as it does not rely on Carlotz's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Carlotz insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Carlotz Investors Sentiment

The influence of Carlotz's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Carlotz. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock markets does not have a solid backing from leading economists and market statisticians.

Carlotz Implied Volatility

    
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Carlotz's implied volatility exposes the market's sentiment of Carlotz stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Carlotz's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Carlotz stock will not fluctuate a lot when Carlotz's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Carlotz in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Carlotz's short interest history, or implied volatility extrapolated from Carlotz options trading.

Current Sentiment - LOTZ

Carlotz Investor Sentiment

Macroaxis portfolio users are evenly split in their trading attitude regarding investing in Carlotz. What is your opinion about investing in Carlotz? Are you bullish or bearish?
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Additionally, see Stocks Correlation. Note that the Carlotz information on this page should be used as a complementary analysis to other Carlotz's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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Is Carlotz's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Carlotz. If investors know Carlotz will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Carlotz listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Carlotz is measured differently than its book value, which is the value of Carlotz that is recorded on the company's balance sheet. Investors also form their own opinion of Carlotz's value that differs from its market value or its book value, called intrinsic value, which is Carlotz's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Carlotz's market value can be influenced by many factors that don't directly affect Carlotz's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Carlotz's value and its price as these two are different measures arrived at by different means. Investors typically determine Carlotz value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Carlotz's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.