Carrier Global
CARR
1,268 hedge funds and large institutions have $38.4B invested in Carrier Global in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 430 increasing their positions, 484 reducing their positions, and 74 closing their positions.
49% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 74
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
17% more call options, than puts
Call options by funds: $131M | Put options by funds: $112M
8% more capital invested
Capital invested by funds: $35.6B → $38.4B (+$2.76B)
2% more funds holding
Funds holding: 1,245 → 1,268 (+23)
1.05% more ownership
Funds ownership: 84.5% → 85.55% (+1.1%)
11% less repeat investments, than reductions
Existing positions increased: 430 | Existing positions reduced: 484
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$749M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$207M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$190M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$147M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$95.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$179M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$155M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$139M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$127M |
| 5 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$70.3M |
CARR Hedge Fund Activity: Q3 2021 in Review
1,268 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2021, worth a combined $38.4B — up 7.7% from $35.6B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new CARR positions and 74 closed out — a net gain of 36 holders — while 430 added to existing stakes and 484 trimmed.
The largest buyer was Capital World Investors, adding an estimated $749M. The largest seller was Bank of America, cutting an estimated $179M.
- 1,268 institutional investors held Carrier Global (CARR) as of Q3 2021, up from 1,245 in Q2 2021.
- Funds reported $38.4B of Carrier Global stock for Q3 2021, up 7.7% quarter-over-quarter.
- 110 funds opened new Carrier Global positions in Q3 2021 and 74 closed out, a net change of +36 holders.
- The largest Carrier Global buyer in Q3 2021 was Capital World Investors, an estimated $749M added.
- The largest Carrier Global seller in Q3 2021 was Bank of America, an estimated $179M sold.
Based on aggregated 13F filings for Q3 2021.