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Carrier Global

1,014 hedge funds and large institutions have $16.4B invested in Carrier Global in 2020 Q2 according to their latest regulatory filings, with 1,014 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $47.9M | Put options by funds: $8.91M

85.04% more ownership

Funds ownership: 0%85.04% (+85%)

Holders
1,014
Holders Change
+1,014
Holders Change %
% of All Funds
20.79%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.21%
New
1,014
Increased
Reduced
Closed
Calls
$47.9M
Puts
$8.91M
Net Calls
+$39M
Net Calls Change
+$39M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
401
Cubic Asset Management
Massachusetts
$821K +$686K +36,937 New
BMM
402
Buffington Mohr McNeal
Idaho
$817K +$683K +36,779 New
WJWM
403
Williams Jones Wealth Management
New York
$811K +$679K +36,516 New
MC
404
Moors & Cabot
Massachusetts
$805K +$680K +36,593 New
FG
405
Fiduciary Group
Georgia
$803K +$671K +36,131 New
BCB
406
Brian C. Broderick
$798K +$668K +35,943 New
SI
407
Stephens Inc
Arkansas
$783K +$655K +35,250 New
TBA
408
Tower Bridge Advisors
Pennsylvania
$782K +$654K +35,175 New
PIM
409
Penobscot Investment Management
Massachusetts
$780K +$652K +35,114 New
LSERS
410
Louisiana State Employees Retirement System
Louisiana
$778K +$650K +35,000 New
WPC
411
Waters Parkerson & Co
Louisiana
$776K +$649K +34,913 New
TCOT
412
Trust Company of Toledo
Ohio
$767K +$641K +34,504 New
FDCDDQ
413
Federation des caisses Desjardins du Quebec
Quebec, Canada
$764K +$639K +34,384 New
Federated Hermes
414
Federated Hermes
Pennsylvania
$761K +$636K +34,212 New
WAM
415
World Asset Management
Michigan
$759K +$635K +34,173 New
MWNA
416
Marshall Wace North America
New York
$753K +$630K +33,905 New
FNBOO
417
First National Bank of Omaha
Nebraska
$751K +$629K +33,837 New
BCM
418
Bluefin Capital Management
New York
$743K +$621K +33,440 New
SAM
419
Shell Asset Management
Netherlands
$739K +$618K +33,264 New
VF
420
Virtu Financial
New York
$736K +$616K +33,123 New
Mackenzie Financial
421
Mackenzie Financial
Ontario, Canada
$734K +$614K +33,049 New
DY
422
Dowling & Yahnke
California
$731K +$611K +32,891 New
GL
423
Graypoint LLC
New York
$728K +$609K +32,757 New
FAIM
424
Financial Advocates Investment Management
Washington
$728K +$609K +32,773 New
CAM
425
Columbia Asset Management
Michigan
$725K +$606K +32,621 New

CARR Hedge Fund Activity: Q2 2020 in Review

1,014 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q2 2020, worth a combined $16.4B.

Buyers outnumbered sellers: 1,014 funds opened new CARR positions and 0 closed out — a net gain of 1,014 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.72B.

  • 1,014 institutional investors held Carrier Global (CARR) as of Q2 2020, up from 0 in Q1 2020.
  • Funds reported $16.4B of Carrier Global stock for Q2 2020.
  • 1,014 funds opened new Carrier Global positions in Q2 2020 and 0 closed out, a net change of +1,014 holders.
  • The largest Carrier Global buyer in Q2 2020 was Vanguard Group, an estimated $1.72B added.

Based on aggregated 13F filings for Q2 2020.