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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
SIC
426
Salem Investment Counselors
North Carolina
$915K -$1.27M -44,826 -60%
IRF
427
IBM Retirement Fund
New York
$908K +$224K +7,924 +36%
CAN
428
Cetera Advisor Networks
California
$907K -$1.3K -46 -0.2%
BFA
429
Brendel Financial Advisors
New Hampshire
$902K +$835K +29,530 New
NRS
430
Neville Rodie & Shaw
New York
$898K -$493K -17,427 -37%
TRCT
431
Tower Research Capital (TRC)
New York
$888K -$378K -13,365 -31%
EFS
432
Essex Financial Services
Connecticut
$888K +$145K +5,121 +21%
PIM
433
Penobscot Investment Management
Massachusetts
$885K -$173K -6,125 -17%
FCI
434
Financial Counselors Inc
Kansas
$881K -$982K -34,697 -55%
CHC
435
City Holding Co
West Virginia
$879K -$28.5K -1,009 -3%
DY
436
Dowling & Yahnke
California
$875K -$120K -4,243 -13%
WIM
437
Wilen Investment Management
Florida
$869K -$31.1K -1,100 -5%
BFA
438
Bragg Financial Advisors
North Carolina
$863K -$513K -18,123 -39%
SC
439
Savant Capital
Illinois
$853K +$1.1K +39 +0.1%
HFM
440
Hartford Financial Management
Connecticut
$834K -$12.1K -426 -2%
BAM
441
Belpointe Asset Management
Nevada
$833K -$55.4K -1,958 -7%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$830K -$204K -7,219 -21%
First Manhattan
443
First Manhattan
New York
$822K -$23.3K -824 -3%
CI
444
Cigna Investments
Connecticut
$816K -$322K -11,393 -30%
AAS
445
Avantax Advisory Services
Texas
$804K +$240K +8,481 +48%
CCT
446
Country Club Trust
Missouri
$801K +$30K +1,061 +4%
BS
447
Banco Santander
Spain
$795K
NSEDCP
448
NJ State Employees Deferred Compensation Plan
New Jersey
$794K
JWCA
449
J.W. Cole Advisors
Florida
$788K +$399K +14,096 +120%
AIP
450
Ameritas Investment Partners
Nebraska
$783K -$22.8K -807 -3%

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.