We are live on ! Find out more
CARR icon

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
CT
526
Caldwell Trust
Florida
$560K -$211K -7,474 -29%
AUB
527
Atlantic Union Bankshares
Virginia
$559K -$59.4K -2,099 -10%
MCM
528
MAI Capital Management
Ohio
$550K -$24.7K -872 -5%
IG
529
ING Group
Netherlands
$550K +$510K +18,020 New
MCM
530
McMillion Capital Management
North Carolina
$547K -$35.9K -1,270 -7%
CNAM
531
Campbell Newman Asset Management
Wisconsin
$547K
MIM
532
Miller Investment Management
Pennsylvania
$534K -$1.42K -50 -0.3%
UR
533
USCA RIA
Texas
$528K +$46.8K +1,653 +11%
FNBT
534
FineMark National Bank & Trust
Florida
$519K -$222K -7,839 -32%
PFM
535
Parsec Financial Management
North Carolina
$518K -$2.79M -98,442 -85%
VI
536
Vestcor Inc
New Brunswick, Canada
$516K -$10.7K -378 -2%
FNFDCM
537
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$515K -$60.7K -2,145 -11%
NMIFOAC
538
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$515K
APA
539
American Portfolios Advisors
New York
$514K +$84.3K +2,980 +22%
EP
540
Eudaimonia Partners
Tennessee
$511K +$278K +9,837 +142%
MIC
541
Means Investment Company
Maine
$510K
CIC
542
Cornercap Investment Counsel
Georgia
$507K +$75.8K +2,678 +19%
WIC
543
Whitegate Investment Counselors
New Hampshire
$506K +$60.8K +2,150 +15%
Northwestern Mutual Wealth Management
544
Northwestern Mutual Wealth Management
Wisconsin
$504K -$50.2K -1,774 -10%
NAS
545
Nicolet Advisory Services
Wisconsin
$504K -$3.54K -125 -0.8%
WT
546
Washington Trust
Rhode Island
$504K +$123K +4,357 +36%
TNA
547
True North Advisors
Texas
$503K +$63.2K +2,235 +16%
FG
548
Fiduciary Group
Georgia
$502K -$557K -19,693 -55%
MFG
549
Merit Financial Group
Georgia
$502K -$13K -460 -3%
IAIM
550
International Assets Investment Management
Florida
$501K +$464K +16,411 New

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.