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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
MAFM
626
Mid Atlantic Financial Management
Pennsylvania
$366K +$267K +9,423 New
FLPIM
627
F.L. Putnam Investment Management
Massachusetts
$363K -$208K -7,339 -38%
MC
628
MRJ Capital
New York
$362K -$168K -5,940 -33%
BFIM
629
Beese Fulmer Investment Management
Ohio
$362K +$4.67K +165 +1%
AA
630
Ancora Advisors
Ohio
$360K -$86.3K -3,051 -21%
Bessemer Group
631
Bessemer Group
New Jersey
$359K -$28.7K -1,013 -8%
WIA
632
Wealthstreet Investment Advisors
Texas
$357K -$35.3K -1,248 -10%
BMO
633
Beck Mack & Oliver
New York
$356K -$19.2K -678 -5%
Mercer Global Advisors
634
Mercer Global Advisors
Colorado
$355K +$26.9K +951 +9%
CI
635
Conning Inc
Connecticut
$354K +$6.76K +239 +2%
LNWWM
636
Laird Norton Wetherby Wealth Management
California
$353K +$24.2K +857 +8%
BNP Paribas Asset Management
637
BNP Paribas Asset Management
France
$342K -$924K -32,670 -74%
DHFB
638
Dixon Hubard Feinour & Brown
Virginia
$342K -$16.6K -588 -5%
ECM
639
EagleClaw Capital Management
Massachusetts
$342K +$5.66K +200 +2%
FFWA
640
FRG Family Wealth Advisors
Washington
$338K -$112K -3,960 -26%
CCM
641
Covington Capital Management
California
$338K -$25.3K -895 -7%
PA
642
Profund Advisors
Maryland
$338K -$1.39K -49 -0.4%
EWA
643
Exencial Wealth Advisors
Oklahoma
$338K +$13.7K +485 +5%
BSA
644
Bull Street Advisors
Georgia
$337K -$18.8K -665 -6%
UB
645
UMB Bank
Missouri
$337K
WSTAM
646
Wilbanks Smith & Thomas Asset Management
Virginia
$336K -$12.7K -450 -4%
CG
647
Caprock Group
Idaho
$334K +$310K +10,948 New
KWM
648
Kingsview Wealth Management
Oregon
$333K -$45K -1,592 -13%
HFBOT
649
Home Federal Bank of Tennessee
Tennessee
$332K +$7.5K +265 +2%
SNT
650
Security National Trust
West Virginia
$331K -$329K -11,637 -52%

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.