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Carrier Global

1,153 hedge funds and large institutions have $25.6B invested in Carrier Global in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 374 increasing their positions, 470 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $67.1M | Put options by funds: $44.9M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

0.35% more ownership

Funds ownership: 85.4%85.75% (+0.35%)

1% less capital invested

Capital invested by funds: $25.8B → $25.6B (-$206M)

1% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 78

2% less funds holding

Funds holding: 1,1721,153 (-19)

20% less repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 470

Holders
1,153
Holders Change
-19
Holders Change %
-1.62%
% of All Funds
19.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
77
Increased
374
Reduced
470
Closed
78
Calls
$67.1M
Puts
$44.9M
Net Calls
+$22.2M
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
226
Kanawha Capital Management
Virginia
$4.88M -$63.4K -1,610 -1%
Natixis Advisors
227
Natixis Advisors
Massachusetts
$4.88M +$324K +8,229 +6%
GAM
228
Gotham Asset Management
New York
$4.86M -$2.14M -54,286 -28%
FAF
229
Fjarde Ap-fonden
Sweden
$4.85M
Schroder Investment Management Group
230
Schroder Investment Management Group
United Kingdom
$4.83M +$86.2K +2,190 +2%
YCM
231
Yousif Capital Management
Michigan
$4.8M +$63.4K +1,611 +1%
PI
232
PGGM Investments
Netherlands
$4.78M +$5.29M +134,391 New
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$4.73M -$479K -12,176 -8%
NYLIM
234
New York Life Investment Management
New York
$4.72M -$66.7K -1,694 -1%
GIBU
235
Gulf International Bank (UK)
United Kingdom
$4.67M -$67.4K -1,711 -1%
PAG
236
Private Advisor Group
New Jersey
$4.64M -$822K -20,866 -14%
X
237
Xponance
Pennsylvania
$4.58M +$2.12M +53,722 +71%
MIM
238
Martin Investment Management
Florida
$4.57M +$86.1K +2,186 +2%
Mirae Asset Global Investments
239
Mirae Asset Global Investments
South Korea
$4.49M +$103K +2,615 +2%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$4.47M -$255K -6,465 -5%
COPPSERS
241
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.38M -$16K -406 -0.3%
FT
242
Fiduciary Trust
Massachusetts
$4.36M -$294K -7,471 -6%
DADC
243
D.A. Davidson & Co
Montana
$4.29M -$179K -4,553 -4%
TPSF
244
Texas Permanent School Fund
Texas
$4.23M +$277K +7,039 +6%
MOACM
245
Mutual of America Capital Management
New York
$4.15M +$36.2K +920 +0.8%
AAF
246
Andra AP-fonden
Sweden
$4.14M -$1.57M -39,800 -25%
GI
247
GAMCO Investors
Connecticut
$4.13M -$59.1K -1,500 -1%
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
$4.05M +$337K +8,565 +8%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$4M +$1.55M +39,447 +54%
Arrowstreet Capital
250
Arrowstreet Capital
Massachusetts
$3.92M +$4.34M +110,094 New

CARR Hedge Fund Activity: Q3 2022 in Review

1,153 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2022, worth a combined $25.6B — down 0.8% from $25.8B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of CARR and 77 opened new positions — a net loss of 1 holder — while 470 trimmed existing stakes and 374 added.

The largest buyer was Capital Research Global Investors, adding an estimated $168M. The largest seller was Two Sigma Investments, cutting an estimated $131M.

  • 1,153 institutional investors held Carrier Global (CARR) as of Q3 2022, down from 1,172 in Q2 2022.
  • Funds reported $25.6B of Carrier Global stock for Q3 2022, down 0.8% quarter-over-quarter.
  • 77 funds opened new Carrier Global positions in Q3 2022 and 78 closed out, a net change of -1 holder.
  • The largest Carrier Global buyer in Q3 2022 was Capital Research Global Investors, an estimated $168M added.
  • The largest Carrier Global seller in Q3 2022 was Two Sigma Investments, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2022.