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Carrier Global

1,172 hedge funds and large institutions have $25.8B invested in Carrier Global in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 384 increasing their positions, 486 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $56.3M | Put options by funds: $30.6M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.16% less ownership

Funds ownership: 86.56%85.4% (-1.2%)

7% less funds holding

Funds holding: 1,2621,172 (-90)

21% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 486

24% less capital invested

Capital invested by funds: $33.9B → $25.8B (-$8.07B)

47% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 153

Holders
1,172
Holders Change
-90
Holders Change %
-7.13%
% of All Funds
19.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
81
Increased
384
Reduced
486
Closed
153
Calls
$56.3M
Puts
$30.6M
Net Calls
+$25.7M
Net Calls Change
-$6.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
251
Public Employees Retirement Association of Colorado
Colorado
$3.7M
Wealthfront Advisers
252
Wealthfront Advisers
California
$3.69M +$1.82M +46,406 +81%
SF
253
Synovus Financial
Georgia
$3.66M -$187K -4,763 -4%
CA
254
CapWealth Advisors
Tennessee
$3.65M +$182K +4,637 +5%
EW
255
Evoke Wealth
California
$3.61M -$222K -5,662 -5%
BCIM
256
British Columbia Investment Management
British Columbia, Canada
$3.54M -$1.09M -27,866 -22%
RFC
257
Regions Financial Corp
Alabama
$3.53M +$24.6K +627 +0.6%
CAM
258
Close Asset Management
United Kingdom
$3.48M -$4.91K -125 -0.1%
PI
259
Putnam Investments
Massachusetts
$3.45M +$242K +6,152 +7%
WAS
260
Wesleyan Assurance Society
United Kingdom
$3.43M
ERSOT
261
Employees Retirement System of Texas
Texas
$3.39M
NAM
262
Nissay Asset Management
Japan
$3.3M +$58.8K +1,498 +2%
KAS
263
Kestra Advisory Services
Texas
$3.29M +$210K +5,340 +6%
BFS
264
Bradley Foster & Sargent
Connecticut
$3.27M -$708K -18,041 -16%
Twin Tree Management
265
Twin Tree Management
Texas
$3.22M +$778K +19,826 +28%
Cambridge Investment Research Advisors
266
Cambridge Investment Research Advisors
Iowa
$3.21M -$1.58M -40,221 -31%
AHIA
267
Andrew Hill Investment Advisors
Florida
$3.2M +$1.64M +41,706 +87%
CAM
268
Cresset Asset Management
Illinois
$3.19M -$210K -5,362 -6%
CGH
269
Crossmark Global Holdings
Texas
$3.18M +$271K +6,895 +8%
WBC
270
Westpac Banking Corp
Australia
$3.17M
LC
271
Lincoln Capital
Nebraska
$3.13M -$74.3K -1,894 -2%
FCT
272
Family Capital Trust
Massachusetts
$3.07M -$981 -25 -0%
NIC
273
Northwest Investment Counselors
Oregon
$3.03M +$97.2K +2,476 +3%
GCM
274
Graham Capital Management
Connecticut
$2.99M +$3.29M +83,913 New
HNB
275
Huntington National Bank
Ohio
$2.99M -$147K -3,746 -4%

CARR Hedge Fund Activity: Q2 2022 in Review

1,172 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q2 2022, worth a combined $25.8B — down 24% from $33.9B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of CARR and 81 opened new positions — a net loss of 72 holders — while 486 trimmed existing stakes and 384 added.

The largest buyer was Citadel Advisors, adding an estimated $174M. The largest seller was Bank of America, cutting an estimated $364M.

  • 1,172 institutional investors held Carrier Global (CARR) as of Q2 2022, down from 1,262 in Q1 2022.
  • Funds reported $25.8B of Carrier Global stock for Q2 2022, down 24% quarter-over-quarter.
  • 81 funds opened new Carrier Global positions in Q2 2022 and 153 closed out, a net change of -72 holders.
  • The largest Carrier Global buyer in Q2 2022 was Citadel Advisors, an estimated $174M added.
  • The largest Carrier Global seller in Q2 2022 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q2 2022.