We are live on ! Find out more
CARR icon

Carrier Global
CARR

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: 10 → 11 (+1)

7% more funds holding

Funds holding: 1,014 → 1,087 (+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

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$784M
2
TP
Theleme Partners
United Kingdom
+$110M
3
Fidelity International
Fidelity International
Bermuda
+$107M
4
CVA
Ceredex Value Advisors
Florida
+$70.4M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$66.3M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$229M
2
SAM
Southeastern Asset Management
Tennessee
-$197M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$175M
4
Boston Partners
Boston Partners
Massachusetts
-$120M
5
ClearBridge Investments
ClearBridge Investments
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
776
HBK Sorce Advisory
Pennsylvania
$225K +$208K +7,365 New
IMRF
777
Illinois Municipal Retirement Fund
Illinois
$225K +$208K +7,365 New
NME
778
Notis-McConarty Edward
$224K -$130K -4,605 -39%
DTC
779
Davidson Trust Company
Washington
$224K +$209K +7,380 New
DWA
780
Douglass Winthrop Advisors
New York
$223K +$207K +7,309 New
EIP
781
Ellis Investment Partners
Pennsylvania
$222K +$2.26K +80 +1%
TCPWM
782
Traverso Chambers Private Wealth Management
California
$222K +$206K +7,265 New
WWM
783
WT Wealth Management
Arizona
$221K +$205K +7,252 New
WEC
784
Winslow Evans & Crocker
Massachusetts
$220K -$6.25K -221 -3%
CL
785
CPWM LLC
Washington
$219K +$203K +7,166 New
EAM
786
Eagle Asset Management
Florida
$218K +$203K +7,168 New
MWM
787
Madison Wealth Management
Ohio
$217K +$201K +7,096 New
CCA
788
Checchi Capital Advisers
California
$216K +$200K +7,072 New
Parallax Volatility Advisers
789
Parallax Volatility Advisers
California
$215K -$18.4K -651 -8%
NP
790
NorthRock Partners
Minnesota
$215K +$199K +7,035 New
BCA
791
Bray Capital Advisors
Florida
$214K -$140K -4,945 -41%
9WM
792
9258 Wealth Management
Ohio
$213K +$180K +6,372 New
LIM
793
Leavell Investment Management
Alabama
$213K +$197K +6,980 New
AWM
794
Altium Wealth Management
New York
$213K +$198K +6,989 New
FMW
795
Farr Miller & Washington
District of Columbia
$212K +$196K +6,933 New
WIC
796
Woodmont Investment Counsel
Tennessee
$211K +$196K +6,912 New
FNBOO
797
First National Bank of Omaha
Nebraska
$210K -$763K -26,957 -80%
S
798
Surevest
California
$210K +$194K +6,864 New
EI
799
Ethic Inc
New York
$210K +$195K +6,888 New
BAM
800
Berkshire Asset Management
Pennsylvania
$210K +$195K +6,889 New
30 31
32
33 34

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.