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Carrier Global
CARR

1,014 hedge funds and large institutions have $16.4B invested in Carrier Global in 2020 Q2 according to their latest regulatory filings, with 1,014 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $47.9M | Put options by funds: $8.91M

85.04% more ownership

Funds ownership: 0% → 85.04% (+85%)

Holders
1,014
Holders Change
+1,014
Holders Change %
–
% of All Funds
20.79%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.21%
New
1,014
Increased
–
Reduced
–
Closed
–
Calls
$47.9M
Puts
$8.91M
Net Calls
+$39M
Net Calls Change
+$39M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.72B
2
BlackRock
BlackRock
New York
+$1.43B
3
State Street
State Street
Massachusetts
+$1.35B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$938M
5
Dodge & Cox
Dodge & Cox
California
+$673M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
976
Tradewinds Capital Management
Washington
$2K +$1.56K +84 New
AJ
977
Ashburton (Jersey)
Jersey
$2K +$1.76K +95 New
AssetMark Inc
978
AssetMark Inc
California
$2K +$1.82K +98 New
LF
979
Lee Financial
Texas
$2K +$1.86K +100 New
SFPG
980
Stonebridge Financial Planning Group
Florida
$2K +$1.86K +100 New
CFO
981
CVA Family Office
Colorado
$2K +$2.01K +108 New
ME
982
McIlrath & Eck
Washington
$2K +$2.01K +108 New
MFT
983
Moisand Fitzgerald Tamayo
Florida
$2K +$2.01K +108 New
EWA
984
Evolution Wealth Advisors
Florida
$2K +$2.08K +112 New
MWA
985
MFA Wealth Advisors
Pennsylvania
$1.98K +$1.65K +89 New
GFPC
986
Global Financial Private Client
Florida
$1.67K +$1.38K +74 New
TFA
987
Transamerica Financial Advisors
Florida
$1K +$19 +1 New
GTAM
988
Global Trust Asset Management
Florida
$1K +$427 +23 New
FMB
989
Field & Main Bank
Kentucky
$1K +$465 +25 New
FAM
990
Fred Alger Management
New York
$1K +$465 +25 New
BWL
991
Bogart Wealth LLC
Virginia
$1K +$520 +28 New
WLPWM
992
Walled Lake Planning & Wealth Management
Illinois
$1K +$520 +28 New
TCM
993
TD Capital Management
Tennessee
$1K +$743 +40 New
WB
994
West Bancorporation
Iowa
$1K +$743 +40 New
FEG
995
Financial Enhancement Group
Indiana
$1K +$855 +46 New
OAJ
996
Ogorek Anthony Joseph
New York
$1K +$873 +47 New
PCFFS
997
Pacific Center for Financial Services
California
$1K +$929 +50 New
BCM
998
Bourgeon Capital Management
Connecticut
$1K +$948 +51 New
APWA
999
Atlas Private Wealth Advisors
New Jersey
$1K +$1.08K +58 New
AWM
1000
Avior Wealth Management
Nebraska
$1K +$1.08K +58 New
37 38 39
40
41

CARR Hedge Fund Activity: Q2 2020 in Review

1,014 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q2 2020, worth a combined $16.4B.

Buyers outnumbered sellers: 1,014 funds opened new CARR positions and 0 closed out — a net gain of 1,014 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.72B.

  • 1,014 institutional investors held Carrier Global (CARR) as of Q2 2020, up from 0 in Q1 2020.
  • Funds reported $16.4B of Carrier Global stock for Q2 2020.
  • 1,014 funds opened new Carrier Global positions in Q2 2020 and 0 closed out, a net change of +1,014 holders.
  • The largest Carrier Global buyer in Q2 2020 was Vanguard Group, an estimated $1.72B added.

Based on aggregated 13F filings for Q2 2020.