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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
KAS
276
Kestra Advisory Services
Texas
$3.16M -$129K -3,280 -4%
NIC
277
Northwest Investment Counselors
Oregon
$3.13M +$115K +2,913 +3%
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$3.11M -$92.6K -2,352 -3%
BFS
279
Bradley Foster & Sargent
Connecticut
$3.11M -$172K -4,365 -5%
LJHT
280
Laurie J. Hall Trustee
$3.09M +$497K +12,610 +17%
FCT
281
Family Capital Trust
Massachusetts
$3.03M -$39.4K -1,001 -1%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$3.02M +$249K +6,334 +8%
BCIM
283
British Columbia Investment Management
British Columbia, Canada
$2.98M -$606K -15,379 -15%
LC
284
Lincoln Capital
Nebraska
$2.94M -$197K -4,993 -6%
Allspring Global Investments
285
Allspring Global Investments
North Carolina
$2.93M +$129K +3,270 +4%
Bank of Nova Scotia
286
Bank of Nova Scotia
Ontario, Canada
$2.88M -$24.8K -630 -0.8%
SSA
287
Schonfeld Strategic Advisors
New York
$2.87M -$2.22M -56,291 -41%
AHIA
288
Andrew Hill Investment Advisors
Florida
$2.85M -$378K -9,604 -11%
HIMCH
289
Hartford Investment Management Co (HIMCO)
Connecticut
$2.83M -$59.7K -1,516 -2%
TRSOTSOK
290
Teachers Retirement System of the State of Kentucky
Kentucky
$2.78M +$3.07M +78,054 New
TRCT
291
Tower Research Capital (TRC)
New York
$2.74M +$162K +4,116 +6%
AF
292
Advisornet Financial
Minnesota
$2.71M +$454K +11,532 +18%
UCFA
293
United Capital Financial Advisors
Texas
$2.7M +$209K +5,314 +8%
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$2.7M -$40.2K -1,022 -1%
ClearBridge Investments
295
ClearBridge Investments
New York
$2.7M -$19.7K -500 -0.7%
PAM
296
Pegasus Asset Management
New York
$2.69M +$2.98M +75,732 New
HNB
297
Huntington National Bank
Ohio
$2.68M -$337K -8,560 -10%
Nordea Investment Management
298
Nordea Investment Management
Sweden
$2.63M +$49.7K +1,263 +2%
ISL
299
Ingalls & Snyder LLC
New York
$2.61M -$146K -3,715 -5%
PFO
300
Pathstone Family Office
New Jersey
$2.6M +$1.95M +49,556 +224%

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.