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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
B
701
Bailard
California
$282K -$16.7K -590 -6%
RWG
702
Regal Wealth Group
California
$282K -$5.8K -205 -2%
FTC
703
Farmers Trust Company
Ohio
$282K +$261K +9,230 New
VFA
704
Valeo Financial Advisors
Indiana
$281K -$155K -5,476 -37%
KFC
705
Klingenstein Fields & Co
New York
$280K -$229K -8,108 -47%
YWP
706
YorkBridge Wealth Partners
New York
$278K -$71.6K -2,532 -22%
AP
707
Atwood & Palmer
Missouri
$276K -$8.63K -305 -3%
ANRIA
708
American National Registered Investment Advisor
Texas
$276K
MPW
709
Monterey Private Wealth
California
$275K +$255K +8,997 New
FHB
710
First Hawaiian Bank
Hawaii
$274K -$88K -3,110 -26%
FAG
711
Financial Advisory Group
Texas
$273K +$253K +8,937 New
CCFCSB
712
Cape Cod Five Cents Savings Bank
Massachusetts
$272K -$29.4K -1,039 -10%
FMC
713
First Merchants Corp
Indiana
$272K -$6.65K -235 -3%
LS
714
Livforsakringsbolaget Skandia
Sweden
$272K
APP
715
Avantax Planning Partners
Iowa
$271K -$28.9K -1,022 -10%
AWA
716
Arete Wealth Advisors
Illinois
$270K -$45.7K -1,614 -16%
PFGIA
717
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$368 +13 +0.1%
HCM
718
Howland Capital Management
Massachusetts
$268K -$70.9K -2,505 -22%
RIM
719
Regent Investment Management
Kentucky
$268K +$248K +8,760 New
WCM
720
Whitener Capital Management
North Carolina
$267K -$264K -9,333 -52%
PCTC
721
Perkins Coie Trust Company
Washington
$266K -$120K -4,256 -33%
ADL
722
Asset Dedication LLC
California
$264K -$1.22K -43 -0.5%
SLT
723
St Louis Trust
Missouri
$264K +$244K +8,635 New
SVWAG
724
Sound View Wealth Advisors Group
Georgia
$263K -$32.6K -1,151 -12%
SACTSONJ
725
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$263K +$243K +8,600 New

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.