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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
SIG
551
Sky Investment Group
Connecticut
$499K +$463K +16,355 New
OIA
552
OneDigital Investment Advisors
Kansas
$498K -$24.1K -853 -5%
FWM
553
Frontier Wealth Management
Missouri
$498K +$13.6K +482 +3%
ONB
554
Old National Bancorp
Indiana
$496K -$152K -5,378 -25%
CL
555
CSS LLC
Illinois
$496K +$14.1K +500 +3%
RIM
556
Redpoint Investment Management
Australia
$493K -$710K -25,097 -61%
IFG
557
Investors Financial Group
Minnesota
$490K +$454K +16,037 New
HIM
558
Harbour Investment Management
Washington
$487K -$2.26K -80 -0.5%
NIM
559
Northeast Investment Management
Massachusetts
$485K -$72.5K -2,563 -14%
DT
560
Diversified Trust
Tennessee
$485K +$163K +5,747 +57%
Bank Julius Baer & Co
561
Bank Julius Baer & Co
Switzerland
$485K +$450K +15,889 New
IGGA
562
Iron Gate Global Advisors
Utah
$482K +$13.4K +472 +3%
1SB
563
1ST Source Bank
Indiana
$476K -$32.3K -1,143 -7%
CB
564
Community Bank
New York
$476K -$28.3K -1,001 -6%
SNBOSD
565
Security National Bank of So Dak
Iowa
$476K +$8.35K +295 +2%
PPW
566
Parcion Private Wealth
Washington
$474K -$29.1K -1,029 -6%
HAG
567
HighPoint Advisor Group
Illinois
$469K -$27.5K -973 -7%
NICM
568
Neo Ivy Capital Management
New York
$466K +$403K +14,234 +1,356%
DCM
569
Donaldson Capital Management
Indiana
$464K -$93.8K -3,315 -18%
AMIM
570
Aull & Monroe Investment Management
Alabama
$464K -$52.3K -1,850 -11%
CAM
571
Carret Asset Management
New York
$463K -$97.1K -3,432 -18%
BFA
572
Benedict Financial Advisors
Georgia
$459K -$207K -7,306 -33%
AAM
573
Ascension Asset Management
New York
$453K +$420K +14,835 New
CA
574
Clearstead Advisors
Ohio
$451K -$69K -2,440 -14%
EHC
575
Everett Harris & Co
California
$451K -$30.4K -1,075 -7%

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.