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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
MA
426
MUFG Americas
New York
$1.14M -$14.6K -372 -1%
CCP
427
Cunning Capital Partners
North Carolina
$1.13M
Assenagon Asset Management
428
Assenagon Asset Management
Luxembourg
$1.12M +$676K +17,176 +120%
USAA
429
United Services Automobile Association
Texas
$1.11M
NMIMC
430
Northwestern Mutual Investment Management Company
Wisconsin
$1.11M -$104K -2,644 -8%
BCWM
431
Bartlett & Co Wealth Management
Ohio
$1.11M -$23.7K -603 -2%
BC
432
Bartlett & Co
Ohio
$1.11M -$23.7K -603 -2%
HWM
433
Hohimer Wealth Management
Washington
$1.09M -$7.96K -202 -0.7%
KIA
434
KCM Investment Advisors
California
$1.08M -$116K -2,953 -9%
RBC
435
Romano Brothers & Co
Illinois
$1.08M +$1.2M +30,474 New
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.07M +$46.5K +1,180 +4%
FAIM
437
Financial Advocates Investment Management
Washington
$1.05M +$2.56K +65 +0.2%
BRWA
438
B. Riley Wealth Advisors
Florida
$1.05M +$238K +6,051 +26%
DFA
439
Delta Financial Advisors
Louisiana
$1.04M +$3.46K +88 +0.3%
FNBT
440
FineMark National Bank & Trust
Florida
$1.03M -$7.64K -194 -0.7%
AG
441
AIA Group
Hong Kong
$1.03M -$31.8K -808 -3%
AAM
442
Aureus Asset Management
Massachusetts
$1.03M -$360K -9,144 -24%
Bessemer Group
443
Bessemer Group
New Jersey
$1.02M +$321K +8,144 +40%
XT
444
XTX Topco
Cayman Islands
$1.02M +$412K +10,464 +57%
CA
445
Cullinan Associates
Kentucky
$1.01M -$492K -12,500 -30%
BCM
446
Barden Capital Management
Texas
$1.01M +$36K +913 +3%
IC
447
IEQ Capital
California
$1.01M +$99.1K +2,516 +10%
CTC
448
Central Trust Company
Missouri
$1M -$985 -25 -0.1%
SBH
449
Segall Bryant & Hamill
Illinois
$998K +$40.6K +1,031 +4%
GIM
450
Goelzer Investment Management
Indiana
$985K +$35.4K +900 +3%

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.