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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
MPIA
576
Mountain Pacific Investment Advisers
Idaho
$447K -$19.2K -678 -4%
CC
577
Chicago Capital
Illinois
$447K +$1.56K +55 +0.4%
CCP
578
Corient Capital Partners
California
$446K +$74.1K +2,620 +22%
LOAMS
579
Lombard Odier Asset Management (Switzerland)
Switzerland
$443K -$133K -4,712 -25%
TTWM
580
TCV Trust & Wealth Management
Virginia
$441K -$2.83K -100 -0.7%
AAM
581
AR Asset Management
California
$440K
PA
582
Parallel Advisors
California
$440K +$4.78K +169 +1%
BCM
583
BTR Capital Management
California
$439K -$36.8K -1,301 -8%
SNBOSCI
584
Security National Bank of Sioux City Iowa
Iowa
$439K -$4.24K -150 -1%
ECM
585
ETrade Capital Management
Virginia
$436K -$1.07M -37,764 -73%
BHWM
586
Bar Harbor Wealth Management
New Hampshire
$435K -$25.9K -916 -6%
BIM
587
Baldwin Investment Management
Pennsylvania
$432K +$8.49K +300 +2%
SAM
588
Selway Asset Management
$429K -$1.42K -50 -0.4%
HIC
589
Holderness Investments Company
North Carolina
$428K +$14.5K +511 +4%
EM
590
Excalibur Management
Massachusetts
$427K +$283 +10 +0.1%
ACM
591
Allred Capital Management
Texas
$425K -$4.47K -158 -1%
CBB
592
Citizens Business Bank
California
$425K
IAS
593
Investment Advisory Services
Texas
$424K +$28 +1 +0%
ECM
594
Estabrook Capital Management
New York
$423K +$23.1K +815 +6%
KIA
595
KCM Investment Advisors
California
$418K -$56.2K -1,988 -13%
P
596
Pitcairn
Pennsylvania
$418K +$3.23K +114 +0.8%
CFB
597
Cullen/Frost Bankers
Texas
$417K -$962 -34 -0.2%
KFS
598
Kurt F. Somerville
$416K -$872K -30,837 -69%
GJIC
599
Gamble Jones Investment Counsel
California
$412K -$21.1K -746 -5%
GFS
600
GYL Financial Synergies
Connecticut
$411K +$92.4K +3,267 +32%

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.