Carrier Global
CARR
1,217 hedge funds and large institutions have $31B invested in Carrier Global in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 373 increasing their positions, 529 reducing their positions, and 100 closing their positions.
138% more call options, than puts
Call options by funds: $77M | Put options by funds: $32.3M
12% more capital invested
Capital invested by funds: $27.8B → $31B (+$3.24B)
6% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 100
0.28% less ownership
Funds ownership: 84.99% → 84.7% (-0.28%)
0% less funds holding
Funds holding: 1,222 → 1,217 (-5)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
29% less repeat investments, than reductions
Existing positions increased: 373 | Existing positions reduced: 529
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$616M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$578M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$306M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$206M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$203M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$491M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$412M |
| 3 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$211M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$125M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
-$113M |
CARR Hedge Fund Activity: Q1 2021 in Review
1,217 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q1 2021, worth a combined $31B — up 12% from $27.8B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new CARR positions and 100 closed out — a net gain of 6 holders — while 373 added to existing stakes and 529 trimmed.
The largest buyer was Capital International Investors, adding an estimated $616M. The largest seller was State Street, cutting an estimated $491M.
- 1,217 institutional investors held Carrier Global (CARR) as of Q1 2021, down from 1,222 in Q4 2020.
- Funds reported $31B of Carrier Global stock for Q1 2021, up 12% quarter-over-quarter.
- 106 funds opened new Carrier Global positions in Q1 2021 and 100 closed out, a net change of +6 holders.
- The largest Carrier Global buyer in Q1 2021 was Capital International Investors, an estimated $616M added.
- The largest Carrier Global seller in Q1 2021 was State Street, an estimated $491M sold.
Based on aggregated 13F filings for Q1 2021.