Carrier Global
CARR
1,245 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 429 increasing their positions, 458 reducing their positions, and 88 closing their positions.
44% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 88
15% more capital invested
Capital invested by funds: $31B → $35.6B (+$4.59B)
2% more funds holding
Funds holding: 1,217 → 1,245 (+28)
3% more call options, than puts
Call options by funds: $140M | Put options by funds: $136M
0.2% less ownership
Funds ownership: 84.7% → 84.5% (-0.2%)
6% less repeat investments, than reductions
Existing positions increased: 429 | Existing positions reduced: 458
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$801M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$720M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$321M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$185M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$94.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$945M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$668M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
-$438M |
| 4 |
BlackRock
New York
|
-$192M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$175M |
CARR Hedge Fund Activity: Q2 2021 in Review
1,245 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q2 2021, worth a combined $35.6B — up 15% from $31B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new CARR positions and 88 closed out — a net gain of 39 holders — while 429 added to existing stakes and 458 trimmed.
The largest buyer was Capital World Investors, adding an estimated $801M. The largest seller was State Street, cutting an estimated $945M.
- 1,245 institutional investors held Carrier Global (CARR) as of Q2 2021, up from 1,217 in Q1 2021.
- Funds reported $35.6B of Carrier Global stock for Q2 2021, up 15% quarter-over-quarter.
- 127 funds opened new Carrier Global positions in Q2 2021 and 88 closed out, a net change of +39 holders.
- The largest Carrier Global buyer in Q2 2021 was Capital World Investors, an estimated $801M added.
- The largest Carrier Global seller in Q2 2021 was State Street, an estimated $945M sold.
Based on aggregated 13F filings for Q2 2021.