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 158 funds opening new positions, 238 increasing their positions, 541 reducing their positions, and 82 closing their positions.
322% more call options, than puts
Call options by funds: $61.8M | Put options by funds: $14.7M
93% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 82
36% more capital invested
Capital invested by funds: $16.4B → $22.2B (+$5.86B)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
7% more funds holding
Funds holding: 1,015 → 1,087 (+72)
0.96% less ownership
Funds ownership: 85.01% → 84.04% (-0.96%)
56% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 541
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$784M |
| 2 |
TP
Theleme Partners
London,
United Kingdom
|
+$110M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$107M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$70.4M |
| 5 |
Rockefeller Capital Management
New York
|
+$66.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$229M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$197M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$175M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$120M |
| 5 |
ClearBridge Investments
New York
|
-$104M |
CARR Hedge Fund Activity: Q3 2020 in Review
1,087 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2020, worth a combined $22.2B — up 36% from $16.4B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new CARR positions and 82 closed out — a net gain of 76 holders — while 238 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 1,015 in Q2 2020.
- Funds reported $22.2B of Carrier Global stock for Q3 2020, up 36% quarter-over-quarter.
- 158 funds opened new Carrier Global positions in Q3 2020 and 82 closed out, a net change of +76 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.