Carrier Global
CARR
1,222 hedge funds and large institutions have $27.8B invested in Carrier Global in 2020 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 312 increasing their positions, 518 reducing their positions, and 67 closing their positions.
227% more first-time investments, than exits
New positions opened: 219 | Existing positions closed: 67
82% more call options, than puts
Call options by funds: $51.3M | Put options by funds: $28.2M
25% more capital invested
Capital invested by funds: $22.2B → $27.8B (+$5.65B)
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
12% more funds holding
Funds holding: 1,087 → 1,222 (+135)
0.93% more ownership
Funds ownership: 84.06% → 84.99% (+0.93%)
40% less repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 518
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$586M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$497M |
| 3 |
Morgan Stanley
New York
|
+$90.5M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$68.3M |
| 5 |
Renaissance Technologies
New York
|
+$64.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$238M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$152M |
| 3 |
State Street
Boston,
Massachusetts
|
-$150M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$115M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$103M |
CARR Hedge Fund Activity: Q4 2020 in Review
1,222 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q4 2020, worth a combined $27.8B — up 25% from $22.2B a quarter earlier.
Buyers outnumbered sellers: 219 funds opened new CARR positions and 67 closed out — a net gain of 152 holders — while 312 added to existing stakes and 518 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $586M. The largest seller was BlackRock, cutting an estimated $238M.
- 1,222 institutional investors held Carrier Global (CARR) as of Q4 2020, up from 1,087 in Q3 2020.
- Funds reported $27.8B of Carrier Global stock for Q4 2020, up 25% quarter-over-quarter.
- 219 funds opened new Carrier Global positions in Q4 2020 and 67 closed out, a net change of +152 holders.
- The largest Carrier Global buyer in Q4 2020 was Fidelity Investments, an estimated $586M added.
- The largest Carrier Global seller in Q4 2020 was BlackRock, an estimated $238M sold.
Based on aggregated 13F filings for Q4 2020.