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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
SC
876
Steph & Co
Wisconsin
$77K
CWC
877
Carolinas Wealth Consulting
North Carolina
$76K +$44K +1,556 +169%
S
878
Seeyond
France
$75K -$404K -14,289 -85%
PK
879
Pflug Koory
Nebraska
$74K -$42.6K -1,507 -38%
SWA
880
Sutton Wealth Advisors
Florida
$72.5K
AWM
881
AllSquare Wealth Management
New York
$72K
FBT
882
First Bank & Trust
South Dakota
$72K +$13.8K +488 +26%
SC
883
Slow Capital
California
$69K +$63.8K +2,256 New
SIAS
884
Shine Investment Advisory Services
Colorado
$67K -$5.35K -189 -8%
RIM
885
Rockbridge Investment Management
New York
$66K -$7.5K -265 -11%
1IA
886
1834 Investment Advisors
Wisconsin
$66K -$1.87K -66 -3%
CFG
887
Capstone Financial Group
Oklahoma
$66K
VRM
888
Vectors Research Management
New York
$65K
CCA
889
Column Capital Advisors
Indiana
$64K -$15.6K -551 -21%
ACM
890
AUA Capital Management
Pennsylvania
$63K +$7.07K +250 +14%
HDIM
891
Hanson & Doremus Investment Management
Vermont
$62K -$3.51K -124 -6%
CA
892
Crewe Advisors
Utah
$62K
CFG
893
CKW Financial Group
Hawaii
$60K -$19.8K -700 -26%
TWA
894
TCI Wealth Advisors
Arizona
$60K +$453 +16 +0.8%
HI
895
Hudock Inc
Pennsylvania
$60K +$1.67K +59 +3%
FHC
896
First Horizon Corporation
Tennessee
$60K +$56K +1,980 New
HS
897
Horan Securities
United States
$59K
BWM
898
Baystate Wealth Management
Massachusetts
$59K +$10.4K +368 +24%
MSFP
899
Mark Sheptoff Financial Planning
Connecticut
$58K -$112K -3,956 -67%
BAM
900
Bellevue Asset Management
Washington
$58K

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.