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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
DMC
726
Drexel Morgan & Co
Pennsylvania
$262K -$182K -6,427 -43%
MPI
727
Mairs & Power Inc
Minnesota
$262K +$243K +8,592 New
Jones Financial Companies
728
Jones Financial Companies
Missouri
$260K -$56K -1,979 -19%
MGIM
729
M&G Investment Management
United Kingdom
$260K +$237K +8,375 New
OIA
730
Optimum Investment Advisors
Illinois
$259K -$9.48K -335 -4%
BPA
731
Beacon Pointe Advisors
California
$258K -$27.3K -966 -10%
BRWM
732
B. Riley Wealth Management
Tennessee
$258K +$239K +8,450 New
BIAS
733
Beacon Investment Advisory Services
New Jersey
$257K -$50.3K -1,778 -17%
LNC
734
Lincoln National Corp
Pennsylvania
$257K -$33.3K -1,177 -12%
BWA
735
BDO Wealth Advisors
Florida
$257K +$1.98K +70 +0.8%
UBV
736
United Bank (Virginia)
Virginia
$257K +$238K +8,406 New
AF
737
Arrow Financial
New York
$254K -$158K -5,585 -40%
GVAG
738
Great Valley Advisor Group
Delaware
$254K +$235K +8,317 New
SWM
739
Shakespeare Wealth Management
Wisconsin
$253K +$234K +8,285 New
FMWA
740
Forvis Mazars Wealth Advisors
Missouri
$249K -$98.5K -3,482 -30%
EML
741
Eos Management LP
New York
$249K
FC
742
Ferris Capital
Massachusetts
$249K +$231K +8,161 New
FFBTD
743
First Financial Bank - Trust Division
Ohio
$249K +$231K +8,172 New
HTC
744
Haverford Trust Company
Pennsylvania
$246K -$188K -6,631 -45%
CNFG
745
Creegan & Nassoura Financial Group
New Hampshire
$246K +$228K +8,043 New
BBI
746
Baxter Bros Inc
Connecticut
$245K -$119K -4,210 -34%
BEAM
747
Baker Ellis Asset Management
Washington
$245K -$4.47K -158 -2%
BOC
748
Barbara Oil Co
Illinois
$244K
RG
749
Rathbones Group
United Kingdom
$244K +$226K +7,980 New
BA
750
Bennicas & Associates
California
$244K +$226K +7,981 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.