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Carrier Global

1,087 hedge funds and large institutions have $22.2B invested in Carrier Global in 2020 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 237 increasing their positions, 541 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $61.8M | Put options by funds: $14.7M

94% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 82

35% more capital invested

Capital invested by funds: $16.4B → $22.2B (+$5.78B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7% more funds holding

Funds holding: 1,0141,087 (+73)

0.98% less ownership

Funds ownership: 85.04%84.06% (-0.98%)

56% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 541

Holders
1,087
Holders Change
+73
Holders Change %
+7.2%
% of All Funds
21.93%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
159
Increased
237
Reduced
541
Closed
82
Calls
$61.8M
Puts
$14.7M
Net Calls
+$47.2M
Net Calls Change
+$8.16M
Name Holding Trade Value Shares
Change
Change in
Stake
B
301
BP
United Kingdom
$2.06M -$375K -13,243 -16%
II
302
IFM Investors
Australia
$2.06M +$180K +6,363 +10%
HWM
303
Hohimer Wealth Management
Washington
$2.05M +$53.5K +1,890 +3%
TNB
304
TCF National Bank
South Dakota
$2.05M +$1.9M +67,026 New
CCM
305
Cohen Capital Management
California
$2.03M
TCM
306
Tufton Capital Management
Maryland
$2.03M -$41K -1,449 -2%
DCM
307
Delta Capital Management
New Jersey
$2.03M -$8.63K -305 -0.5%
EWM
308
Evercore Wealth Management
New York
$2.01M -$95.4K -3,373 -5%
X
309
Xponance
Pennsylvania
$1.99M -$9.85K -348 -0.5%
HIMC
310
Heritage Investors Management Corp
Maryland
$1.99M -$840K -29,692 -31%
AAM
311
Advisors Asset Management
Colorado
$1.98M -$554K -19,598 -23%
SPIA
312
Steward Partners Investment Advisory
New York
$1.98M -$575K -20,318 -24%
FCMC
313
Founders Capital Management (Connecticut)
Connecticut
$1.96M -$43.2K -1,528 -2%
GAM
314
Gotham Asset Management
New York
$1.96M -$18.2K -644 -1%
MML Investors Services
315
MML Investors Services
Massachusetts
$1.95M -$42.3K -1,496 -2%
BHIA
316
Birch Hill Investment Advisors
Massachusetts
$1.94M -$478K -16,884 -21%
Neuberger Berman Group
317
Neuberger Berman Group
New York
$1.92M -$60.5K -2,140 -3%
BC
318
Burney Company
Virginia
$1.91M -$400K -14,139 -18%
PG
319
Patten Group
Tennessee
$1.91M -$9.03K -319 -0.5%
BC
320
Brookfield Corp
Ontario, Canada
$1.89M -$671K -23,702 -28%
VC
321
Veracity Capital
Georgia
$1.87M +$1.73M +61,134 New
JPMIA
322
J.P. Marvel Investment Advisors
Massachusetts
$1.87M
TH
323
TCTC Holdings
Texas
$1.83M -$26.9K -952 -2%
TAF
324
Tredje AP-fonden
Sweden
$1.83M
SI
325
Stephens Inc
Arkansas
$1.82M +$694K +24,516 +70%

CARR Hedge Fund Activity: Q3 2020 in Review

1,087 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2020, worth a combined $22.2B — up 35% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new CARR positions and 82 closed out — a net gain of 77 holders — while 237 added to existing stakes and 541 trimmed.

The largest buyer was Capital International Investors, adding an estimated $784M. The largest seller was Davis Selected Advisers, cutting an estimated $229M.

  • 1,087 institutional investors held Carrier Global (CARR) as of Q3 2020, up from 1,014 in Q2 2020.
  • Funds reported $22.2B of Carrier Global stock for Q3 2020, up 35% quarter-over-quarter.
  • 159 funds opened new Carrier Global positions in Q3 2020 and 82 closed out, a net change of +77 holders.
  • The largest Carrier Global buyer in Q3 2020 was Capital International Investors, an estimated $784M added.
  • The largest Carrier Global seller in Q3 2020 was Davis Selected Advisers, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2020.