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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
SPC
501
Sigma Planning Corp
Michigan
$765K -$70.1K -1,780 -8%
ACA
502
Aptus Capital Advisors
Alabama
$757K +$522K +13,265 +166%
CIBC World Market
503
CIBC World Market
Ontario, Canada
$756K +$43K +1,093 +5%
LCM
504
Liberty Capital Management
Michigan
$751K -$4.84K -123 -0.6%
LD
505
Lipe & Dalton
New York
$751K +$39.4K +1,000 +5%
RGC
506
Roberts, Glore & Co
Illinois
$748K -$8.86K -225 -1%
IG
507
ING Group
Netherlands
$743K -$391K -9,919 -32%
FI
508
Fractal Investments
Connecticut
$743K
CCP
509
Corient Capital Partners
California
$740K +$202K +5,137 +33%
CG
510
Colony Group
Massachusetts
$735K -$41K -1,042 -5%
RIM
511
Redpoint Investment Management
Australia
$732K -$68.2K -1,733 -8%
EF
512
Empirical Finance
Pennsylvania
$719K +$133K +3,389 +20%
MNBTD
513
Moody National Bank Trust Division
Texas
$714K +$15.6K +397 +2%
VI
514
Vestcor Inc
New Brunswick, Canada
$711K +$3.78K +96 +0.5%
AC
515
Abbrea Capital
California
$710K -$7.09K -180 -0.9%
CHC
516
City Holding Co
West Virginia
$705K -$222K -5,634 -22%
SFFS
517
Stonehage Fleming Financial Services
Jersey
$699K
TBA
518
Tower Bridge Advisors
Pennsylvania
$689K -$47.6K -1,208 -6%
PA
519
Pinnacle Associates
New York
$684K +$5.51K +140 +0.7%
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$684K -$48.8K -1,238 -6%
BG
521
Bollard Group
Massachusetts
$682K -$6.34K -161 -0.8%
BIM
522
Bridges Investment Management
Nebraska
$677K
AMCA
523
Arthur M. Cohen & Associates
Illinois
$676K
BMM
524
Buffington Mohr McNeal
Idaho
$675K -$7.88K -200 -1%
WDA
525
Wendell David Associates
New Hampshire
$666K -$5.91K -150 -0.8%

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.