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Carrier Global
CARR

1,014 hedge funds and large institutions have $16.4B invested in Carrier Global in 2020 Q2 according to their latest regulatory filings, with 1,014 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $47.9M | Put options by funds: $8.91M

85.04% more ownership

Funds ownership: 0% → 85.04% (+85%)

Holders
1,014
Holders Change
+1,014
Holders Change %
–
% of All Funds
20.79%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.21%
New
1,014
Increased
–
Reduced
–
Closed
–
Calls
$47.9M
Puts
$8.91M
Net Calls
+$39M
Net Calls Change
+$39M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.72B
2
BlackRock
BlackRock
New York
+$1.43B
3
State Street
State Street
Massachusetts
+$1.35B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$938M
5
Dodge & Cox
Dodge & Cox
California
+$673M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
701
Institute for Wealth Management
Colorado
$218K +$182K +9,805 New
B
702
Bailard
California
$218K +$183K +9,822 New
SVWAG
703
Sound View Wealth Advisors Group
Georgia
$217K +$181K +9,758 New
DWM
704
Dorchester Wealth Management
Quebec, Canada
$217K +$181K +9,765 New
IC
705
Inverness Counsel
New York
$217K +$181K +9,767 New
WPP
706
Whalerock Point Partners
Rhode Island
$215K +$180K +9,663 New
LNC
707
Lincoln National Corp
Pennsylvania
$214K +$178K +9,591 New
NAM
708
NorthCoast Asset Management
Connecticut
$214K +$179K +9,630 New
BC
709
Burleson & Co
California
$213K +$137K +7,346 New
CAL
710
Capital Analysts LLC
Pennsylvania
$213K +$178K +9,578 New
DAS
711
Dynamic Advisor Solutions
Arizona
$213K +$178K +9,593 New
SEC
712
Seven Eight Capital
New York
$213K +$178K +9,600 New
ESB
713
Essex Savings Bank
Connecticut
$212K +$178K +9,574 New
RWG
714
Regal Wealth Group
California
$210K +$176K +9,445 New
GWM
715
Geneos Wealth Management
Colorado
$210K +$186K +10,016 New
BPA
716
Beacon Pointe Advisors
California
$209K +$175K +9,420 New
LNB
717
Ledyard National Bank
$208K +$174K +9,372 New
PCS
718
Personal CFO Solutions
New Jersey
$208K +$174K +9,381 New
HCM
719
Hutchinson Capital Management
California
$207K +$173K +9,301 New
AP
720
Atwood & Palmer
Missouri
$207K +$173K +9,330 New
LWMM
721
Legacy Wealth Management (Mississippi)
Mississippi
$206K +$172K +9,277 New
DPIM
722
Duff & Phelps Investment Management
Illinois
$206K +$173K +9,290 New
EFSCE
723
Enterprise Financial Services Corp (EFSC)
Missouri
$206K +$173K +9,303 New
FMC
724
First Merchants Corp
Indiana
$203K +$170K +9,143 New
Cerity Partners
725
Cerity Partners
New York
$202K +$171K +9,176 New
27 28
29
30 31

CARR Hedge Fund Activity: Q2 2020 in Review

1,014 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q2 2020, worth a combined $16.4B.

Buyers outnumbered sellers: 1,014 funds opened new CARR positions and 0 closed out — a net gain of 1,014 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.72B.

  • 1,014 institutional investors held Carrier Global (CARR) as of Q2 2020, up from 0 in Q1 2020.
  • Funds reported $16.4B of Carrier Global stock for Q2 2020.
  • 1,014 funds opened new Carrier Global positions in Q2 2020 and 0 closed out, a net change of +1,014 holders.
  • The largest Carrier Global buyer in Q2 2020 was Vanguard Group, an estimated $1.72B added.

Based on aggregated 13F filings for Q2 2020.