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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
MC
376
Moors & Cabot
Massachusetts
$1.4M -$69.8K -1,778 -4%
IAS
377
IMA Advisory Services
Colorado
$1.4M -$49K -1,249 -3%
WTC
378
WhitTier Trust Company
Nevada
$1.4M +$31K +790 +2%
WC
379
Woodstock Corp
Massachusetts
$1.4M -$42.6K -1,085 -3%
PCM
380
Parsons Capital Management
Rhode Island
$1.39M -$203K -5,165 -12%
SDIC
381
South Dakota Investment Council
South Dakota
$1.39M +$479K +12,200 +46%
MCM
382
McMillion Capital Management
North Carolina
$1.37M -$306K -7,802 -17%
AAM
383
Aureus Asset Management
Massachusetts
$1.36M -$1.96K -50 -0.1%
SM
384
Sciencast Management
New Jersey
$1.35M +$1.12M +28,655 +562%
NB
385
NBT Bank
New York
$1.34M -$25.2K -641 -2%
Thrivent Financial for Lutherans
386
Thrivent Financial for Lutherans
Minnesota
$1.33M -$5.26K -134 -0.4%
SW
387
SVB Wealth
Massachusetts
$1.33M +$22.4K +571 +2%
WG
388
Winton Group
United Kingdom
$1.32M +$909K +23,150 +168%
Impax Asset Management Group
389
Impax Asset Management Group
United Kingdom
$1.32M
AAS
390
Avantax Advisory Services
Texas
$1.3M +$137K +3,493 +11%
AP
391
Advisor Partners
California
$1.3M -$36.1K -920 -2%
EOJOAM
392
E. Ohman J:or Asset Management
Sweden
$1.29M +$74.6K +1,900 +6%
HL
393
HeadInvest LLC
Maine
$1.29M -$667 -17 -0%
BC
394
Burney Company
Virginia
$1.28M +$66.2K +1,687 +5%
HAG
395
HighPoint Advisor Group
Illinois
$1.28M +$1.39M +35,341 New
BMSSC
396
B. Metzler seel. Sohn & Co
Germany
$1.28M +$447K +11,377 +46%
GT
397
Glenview Trust
Kentucky
$1.27M -$4.2K -107 -0.3%
BCV
398
Banque Cantonale Vaudoise
Switzerland
$1.27M
IMRF
399
Illinois Municipal Retirement Fund
Illinois
$1.27M -$4.87M -124,176 -78%
GC
400
Guggenheim Capital
Illinois
$1.25M -$807K -20,552 -37%

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.