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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
KTC
651
Kistler-Tiffany Companies
Pennsylvania
$330K -$40.1K -1,416 -12%
BB
652
Berkshire Bank
Massachusetts
$325K +$301K +10,636 New
KLCM
653
KG&L Capital Management
Louisiana
$325K +$302K +10,674 New
BST
654
Bath Savings Trust
Maine
$324K -$91.9K -3,250 -23%
MA
655
MANA Advisors
New York
$324K +$300K +10,594 New
ATC
656
Adirondack Trust Company
New York
$323K -$51.5K -1,820 -15%
Cetera Investment Advisers
657
Cetera Investment Advisers
Illinois
$322K -$1.36K -48 -0.5%
PCM
658
Pointe Capital Management
Michigan
$322K
CCG
659
Cypress Capital Group
Florida
$321K -$75.8K -2,680 -20%
UA
660
Unison Advisors
District of Columbia
$320K
ADBIC
661
A.D. Beadell Investment Counsel
Wisconsin
$320K +$297K +10,500 New
PFSC
662
Peoples Financial Services Corp
Pennsylvania
$319K
NAM
663
NTV Asset Management
West Virginia
$318K -$32.2K -1,139 -10%
SO
664
STRS Ohio
Ohio
$318K
SP
665
Symmetry Partners
Connecticut
$318K +$295K +10,423 New
RIA
666
Realta Investment Advisors
Delaware
$317K -$62.9K -2,223 -18%
CPA
667
Court Place Advisors
Maryland
$317K +$5.66K +200 +2%
Walleye Capital
668
Walleye Capital
New York
$317K +$293K +10,367 New
IA
669
IFG Advisory
Georgia
$315K -$6.73K -238 -2%
BTW
670
Boston Trust Walden
Massachusetts
$315K -$85 -3 -0%
SPC
671
Sigma Planning Corp
Michigan
$311K -$49.3K -1,744 -15%
NA
672
NewEdge Advisors
Louisiana
$308K -$102K -3,618 -26%
DJSG
673
D.J. St. Germain
Massachusetts
$308K -$29.5K -1,043 -9%
CSM
674
CAMG Solamere Management
North Carolina
$308K -$7.1K -251 -2%
BMM
675
Buffington Mohr McNeal
Idaho
$307K -$756K -26,714 -73%

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.