We are live on ! Find out more
CARR icon

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
MIS
551
Morningstar Investment Services
Illinois
$590K +$127K +3,232 +24%
PA
552
Parallel Advisors
California
$582K +$14.3K +364 +2%
IWC
553
Integrated Wealth Concepts
Massachusetts
$578K +$10.2K +260 +2%
WC
554
Westhampton Capital
North Carolina
$578K +$27.1K +690 +4%
QPW
555
Quantum Private Wealth
Florida
$573K -$69K -1,758 -10%
PFM
556
Parsec Financial Management
North Carolina
$571K -$8.83K -225 -1%
ASN
557
Advisory Services Network
Georgia
$567K -$103K -2,632 -14%
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$564K +$103K +2,625 +20%
RWA
559
River Wealth Advisors
Pennsylvania
$563K -$9.54K -243 -2%
GCP
560
GSA Capital Partners
United Kingdom
$563K +$418K +10,644 +207%
CCP
561
Corient Capital Partners
California
$557K -$123K -3,134 -17%
HWM
562
HB Wealth Management
Georgia
$557K +$65.8K +1,677 +12%
GL
563
Graypoint LLC
New York
$556K -$62.3K -1,588 -9%
MA
564
Montag & Associates
Georgia
$555K -$11.8K -300 -2%
JAG
565
Journey Advisory Group
Kentucky
$554K +$19.4K +494 +4%
FM
566
Foster & Motley
Ohio
$551K +$4.12K +105 +0.7%
CWP
567
Curated Wealth Partners
California
$550K -$85.7K -2,183 -12%
VBCG
568
Valley Brook Capital Group
Pennsylvania
$549K -$5.89K -150 -1%
AUB
569
Atlantic Union Bankshares
Virginia
$548K -$30.7K -783 -5%
Acadian Asset Management
570
Acadian Asset Management
Massachusetts
$548K +$603K +15,356 New
CC
571
Courier Capital
New York
$546K -$234K -5,967 -28%
WSFS
572
Wilmington Savings Fund Society
Delaware
$545K -$1.45K -37 -0.2%
SC
573
Scotia Capital
Ontario, Canada
$537K -$227K -5,787 -28%
Walleye Capital
574
Walleye Capital
New York
$530K +$584K +14,876 New
EM
575
ELCO Management
New York
$528K -$26.4K -673 -4%

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.