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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
GG
376
Gofen & Glossberg
Illinois
$1.34M -$417K -14,744 -25%
IAA
377
Independent Advisor Alliance
North Carolina
$1.34M -$184K -6,494 -13%
PCM
378
Parsons Capital Management
Rhode Island
$1.33M +$110K +3,882 +10%
CA
379
Cullinan Associates
Kentucky
$1.3M -$60.7K -2,145 -5%
WJWM
380
Williams Jones Wealth Management
New York
$1.29M +$164K +5,788 +16%
LSERS
381
Louisiana State Employees Retirement System
Louisiana
$1.26M +$178K +6,300 +18%
YIA
382
YHB Investment Advisors
Connecticut
$1.26M +$53.5K +1,890 +5%
MCM
383
Monarch Capital Management
Indiana
$1.24M +$2.8K +99 +0.2%
DILIC
384
Dai-ichi Life Insurance Company
Japan
$1.22M -$1.13M -40,000 -50%
KFBMI
385
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.22M
SEC
386
Seven Eight Capital
New York
$1.21M +$852K +30,100 +314%
Daiwa Securities Group
387
Daiwa Securities Group
Japan
$1.21M +$1.12M +39,614 New
WTC
388
WhitTier Trust Company
Nevada
$1.21M +$20.9K +739 +2%
N
389
Natixis
France
$1.19M -$7.8M -275,866 -88%
SWM
390
Stockman Wealth Management
Montana
$1.19M -$122K -4,327 -10%
CAM
391
Cacti Asset Management
Georgia
$1.19M -$56.6K -2,000 -5%
PP
392
Prospector Partners
Connecticut
$1.18M -$12.7K -450 -1%
Schroder Investment Management Group
393
Schroder Investment Management Group
United Kingdom
$1.18M -$569K -20,101 -35%
CFGS
394
Concourse Financial Group Securities
Alabama
$1.17M -$193K -6,834 -15%
Boston Partners
395
Boston Partners
Massachusetts
$1.16M -$120M -4,230,054 -99%
RSVP
396
Ramsay Stattman Vela & Price
Colorado
$1.16M +$5.69K +201 +0.5%
PP
397
Palladium Partners
Virginia
$1.15M -$6K -212 -0.6%
SW
398
SVB Wealth
Massachusetts
$1.14M -$49.1K -1,736 -4%
MC
399
Moors & Cabot
Massachusetts
$1.13M +$14.8K +522 +1%
PAIM
400
Punch & Associates Investment Management
Minnesota
$1.13M -$9.99K -353 -0.9%

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.