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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
FB
751
Fulton Bank
Pennsylvania
$244K +$226K +7,989 New
VFA
752
Voya Financial Advisors
Connecticut
$243K -$66K -2,332 -23%
OWP
753
Obermeyer Wealth Partners
Colorado
$243K +$225K +7,962 New
AWM
754
Aevitas Wealth Management
Massachusetts
$243K +$225K +7,966 New
KCM
755
Kornitzer Capital Management
Kansas
$241K -$73.1K -2,585 -25%
WAM
756
Wealthspire Advisors (Maryland)
Maryland
$239K -$58.6K -2,072 -21%
JCM
757
Jacobi Capital Management
Pennsylvania
$239K -$2.21K -78 -1%
BFM
758
Boothbay Fund Management
New York
$238K -$65.1K -2,300 -23%
GWM
759
Geneos Wealth Management
Colorado
$238K -$62.3K -2,202 -22%
LWAC
760
Laurel Wealth Advisors (California)
California
$237K +$220K +7,776 New
WA
761
WBH Advisory
Maryland
$236K +$219K +7,738 New
FIM
762
Fruth Investment Management
Texas
$236K +$219K +7,756 New
MA
763
Mutual Advisors
Nebraska
$235K -$68.8K -2,431 -24%
TA
764
Tiedemann Advisors
New York
$235K +$215K +7,616 New
IHL
765
Investment House LLC
California
$235K +$218K +7,704 New
NNP
766
Nachman Norwood & Parrott
South Carolina
$235K +$218K +7,708 New
CCMW
767
Cypress Capital Management (Wyoming)
Wyoming
$234K
S
768
SignatureFD
Georgia
$234K +$49K +1,731 +29%
PWP
769
Principle Wealth Partners
Connecticut
$234K +$64.1K +2,265 +42%
MBT
770
Montecito Bank & Trust
California
$232K +$214K +7,569 New
AIM
771
Anchor Investment Management
South Carolina
$232K -$84K -2,970 -28%
ST
772
Spinnaker Trust
Maine
$230K +$214K +7,562 New
NB
773
Northwest Bancshares
Pennsylvania
$228K -$42.1K -1,488 -17%
VIA
774
Vident Investment Advisory
Georgia
$227K -$137K -4,860 -40%
LOAME
775
Lombard Odier Asset Management (Europe)
United Kingdom
$226K +$209K +7,395 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.