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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
CIC
676
Canal Insurance Company
South Carolina
$306K
Cerity Partners
677
Cerity Partners
New York
$306K +$24.4K +861 +9%
GFA
678
Gifford Fong Associates
California
$305K
HWA
679
Heritage Way Advisors
Illinois
$305K
ACM
680
Azimuth Capital Management
Michigan
$301K -$76K -2,686 -21%
SFSG
681
Stearns Financial Services Group
North Carolina
$300K -$109K -3,846 -28%
PCG
682
Private Capital Group
Connecticut
$299K -$9.65K -341 -3%
RG
683
Rikoon Group
New Mexico
$299K -$2.83K -100 -1%
TIA
684
Tiemann Investment Advisors
California
$298K -$1.42K -50 -0.5%
CIC
685
Crawford Investment Counsel
Georgia
$296K -$254K -8,963 -48%
NAM
686
NorthCoast Asset Management
Connecticut
$294K
VCM
687
Virtue Capital Management
Tennessee
$293K -$73.6K -2,602 -21%
CAL
688
Capital Analysts LLC
Pennsylvania
$293K +$311 +11 +0.1%
RWA
689
River Wealth Advisors
Pennsylvania
$290K +$269K +9,499 New
IFWM
690
Institute for Wealth Management
Colorado
$289K -$9.99K -353 -4%
ESB
691
Essex Savings Bank
Connecticut
$289K -$3.71K -131 -1%
SCA
692
Snowden Capital Advisors
New York
$288K -$19.4K -684 -7%
BS
693
Boenning & Scattergood
Pennsylvania
$287K -$102K -3,609 -28%
SWM
694
SeaCrest Wealth Management
New York
$287K -$39.9K -1,409 -13%
WP
695
WMS Partners
Maryland
$286K -$62.6K -2,214 -19%
BC
696
Burleson & Co
California
$286K
LNB
697
Ledyard National Bank
$286K
HCM
698
Hutchinson Capital Management
California
$284K -$255 -9 -0.1%
DPIM
699
Duff & Phelps Investment Management
Illinois
$284K
EFSCE
700
Enterprise Financial Services Corp (EFSC)
Missouri
$283K

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.