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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
CA
376
CSM Advisors
Pennsylvania
$1.65M -$360K -9,135 -16%
V
377
Veritable
Delaware
$1.64M +$74.4K +1,889 +4%
NERM
378
New England Research & Management
Illinois
$1.64M +$797K +20,250 +78%
NAM
379
NorthCrest Asset Manangement
Minnesota
$1.62M +$105K +2,673 +6%
TCOV
380
Trust Company of Vermont
Vermont
$1.58M +$4.61K +117 +0.3%
AI
381
Atria Investments
North Carolina
$1.57M +$166K +4,212 +11%
PP
382
Prudential plc
United Kingdom
$1.57M +$80.3K +2,038 +5%
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$1.54M -$158K -4,000 -8%
MCM
384
Monarch Capital Management
Indiana
$1.53M -$101K -2,570 -6%
ECM
385
ExodusPoint Capital Management
New York
$1.52M +$868K +22,035 +106%
SW
386
SVB Wealth
Massachusetts
$1.46M +$150K +3,808 +10%
IA
387
IFP Advisors
Florida
$1.44M +$115K +2,911 +3%
AAS
388
Avantax Advisory Services
Texas
$1.43M +$142K +3,595 +10%
KFBMI
389
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.42M
AC
390
Allstate Corporation
Illinois
$1.4M +$450K +11,427 +41%
SDIC
391
South Dakota Investment Council
South Dakota
$1.39M
PCM
392
Parsons Capital Management
Rhode Island
$1.38M -$4.1K -104 -0.3%
MC
393
Moors & Cabot
Massachusetts
$1.38M -$23.5K -597 -2%
Holocene Advisors
394
Holocene Advisors
New York
$1.37M +$1.52M +38,625 New
IAS
395
IMA Advisory Services
Colorado
$1.37M -$27.1K -687 -2%
SAM
396
Shell Asset Management
Netherlands
$1.36M -$402K -10,201 -21%
CAN
397
Cetera Advisor Networks
California
$1.36M -$130K -3,309 -8%
Verition Fund Management
398
Verition Fund Management
Connecticut
$1.34M +$1.21M +30,707 +445%
American Century Companies
399
American Century Companies
Missouri
$1.33M +$529K +13,442 +56%
Thrivent Financial for Lutherans
400
Thrivent Financial for Lutherans
Minnesota
$1.33M +$2.44K +62 +0.2%

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.