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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
AIM
426
Aigen Investment Management
New York
$1.06M +$1.17M +29,804 New
CFGS
427
Concourse Financial Group Securities
Alabama
$1.06M -$36.9K -941 -3%
FAIM
428
Financial Advocates Investment Management
Washington
$1.06M -$21.6K -550 -2%
MS
429
Maven Securities
Jersey
$1.06M +$346K +8,821 +42%
Capstone Investment Advisors
430
Capstone Investment Advisors
New York
$1.06M +$619K +15,768 +113%
RC
431
RegentAtlantic Capital
New Jersey
$1.05M +$2.87K +73 +0.2%
FNBT
432
FineMark National Bank & Trust
Florida
$1.04M +$13.3K +339 +1%
DFA
433
Delta Financial Advisors
Louisiana
$1.04M +$157 +4 +0%
IC
434
Inscription Capital
Texas
$1.04M +$1.15M +29,247 New
KRSITF
435
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.03M +$146K +3,728 +15%
SEC
436
Seven Eight Capital
New York
$1.03M +$693K +17,646 +158%
AWS
437
Atria Wealth Solutions
New York
$1.02M -$79.1K -2,015 -7%
CTC
438
Central Trust Company
Missouri
$1M -$3.53K -90 -0.3%
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$1M +$24.5K +625 +2%
LFG
440
Lazard Frères Gestion
France
$994K -$120K -3,055 -10%
AC
441
Allstate Corporation
Illinois
$994K -$112K -2,856 -9%
NRS
442
Neville Rodie & Shaw
New York
$990K +$1.37K +35 +0.1%
VIA
443
Vident Investment Advisory
Georgia
$988K +$817K +20,800 +295%
BCM
444
Barden Capital Management
Texas
$981K +$87.1K +2,218 +9%
ACM
445
AlphaCrest Capital Management
New York
$970K +$265K +6,747 +33%
SF
446
Symphony Financial
Texas
$963K -$6.32K -161 -0.6%
SBH
447
Segall Bryant & Hamill
Illinois
$962K +$35K +892 +3%
SAM
448
Sawgrass Asset Management
Florida
$957K -$62.7K -1,596 -6%
GIM
449
Goelzer Investment Management
Indiana
$956K +$781K +19,885 +288%
JAFL
450
Jay A. Fishman Ltd
Michigan
$945K -$27.5K -700 -3%

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.