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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
Impax Asset Management Group
401
Impax Asset Management Group
United Kingdom
$1.32M +$14.1K +358 +1%
MCM
402
McMillion Capital Management
North Carolina
$1.32M -$52.6K -1,335 -3%
TF
403
TIAA FSB
Florida
$1.31M -$160K -4,070 -10%
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$1.29M
BMSSC
405
B. Metzler seel. Sohn & Co
Germany
$1.29M +$12.3K +313 +0.9%
API
406
Advisor Partners II
California
$1.28M +$1.42M +36,011 New
GT
407
Glenview Trust
Kentucky
$1.27M
HL
408
HeadInvest LLC
Maine
$1.27M -$13.6K -345 -1%
HCM
409
Huber Capital Management
California
$1.26M -$843K -21,411 -38%
IMRF
410
Illinois Municipal Retirement Fund
Illinois
$1.26M
ZIG
411
Zurich Insurance Group
Switzerland
$1.26M +$1.4M +35,500 New
NB
412
NBT Bank
New York
$1.26M -$86K -2,183 -6%
WT
413
Whittier Trust
California
$1.24M +$93.4K +2,371 +7%
Acadian Asset Management
414
Acadian Asset Management
Massachusetts
$1.22M +$751K +19,070 +124%
GG
415
Gofen & Glossberg
Illinois
$1.22M -$29.3K -744 -2%
GC
416
Guggenheim Capital
Illinois
$1.21M -$39.2K -996 -3%
PGIM
417
Pacific Global Investment Management
California
$1.19M +$394 +10 +0%
RC
418
RegentAtlantic Capital
New Jersey
$1.18M +$139K +3,525 +12%
BC
419
Burney Company
Virginia
$1.17M -$115K -2,920 -8%
EFS
420
Essex Financial Services
Connecticut
$1.17M -$50.2K -1,275 -4%
CFGS
421
Concourse Financial Group Securities
Alabama
$1.17M +$125K +3,167 +11%
CA
422
Cetera Advisors
Colorado
$1.16M -$48.7K -1,236 -4%
WC
423
Woodstock Corp
Massachusetts
$1.16M -$260K -6,605 -17%
PAM
424
Panagora Asset Management
Massachusetts
$1.15M +$13.8K +351 +1%
SC
425
Savant Capital
Illinois
$1.15M +$26K +659 +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.