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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
GL
576
Graypoint LLC
New York
$527K -$30.5K -774 -5%
EM
577
ELCO Management
New York
$527K +$394 +10 +0.1%
CCT
578
Capital City Trust
Florida
$517K -$1.34K -34 -0.2%
WB
579
Webster Bank
Connecticut
$517K +$6.5K +165 +1%
BCM
580
Bayesian Capital Management
New York
$516K +$122K +3,100 +27%
TNA
581
True North Advisors
Texas
$514K
VVP
582
Venture Visionary Partners
Ohio
$514K +$4.73K +120 +0.8%
Wellington Management Group
583
Wellington Management Group
Massachusetts
$513K +$139K +3,528 +32%
AAM
584
AR Asset Management
California
$512K
P
585
Pitcairn
Pennsylvania
$510K +$6.85K +174 +1%
KWM
586
Kingsview Wealth Management
Oregon
$509K -$11.6K -295 -2%
MBT
587
Montecito Bank & Trust
California
$502K -$143K -3,633 -20%
BFA
588
Brendel Financial Advisors
New Hampshire
$501K
AAM
589
Ascension Asset Management
New York
$499K
IGGA
590
Iron Gate Global Advisors
Utah
$499K
SNBOSD
591
Security National Bank of So Dak
Iowa
$499K +$17.9K +454 +3%
CC
592
Chicago Capital
Illinois
$498K -$15.7K -399 -3%
GTCM
593
Gyon Technologies Capital Management
New Jersey
$498K -$10K -254 -2%
GVAG
594
Great Valley Advisor Group
Delaware
$498K -$9.02K -229 -2%
WWM
595
Western Wealth Management
Colorado
$497K +$7.8K +198 +1%
OSAM
596
O'Shaughnessy Asset Management
Connecticut
$497K +$49.3K +1,251 +10%
FMWA
597
Forvis Mazars Wealth Advisors
Missouri
$496K -$28.1K -713 -5%
SSB
598
Sandy Spring Bank
Maryland
$495K -$26.6K -675 -5%
CW
599
Connectus Wealth
Ohio
$494K +$2.21K +56 +0.4%
LNC
600
Lincoln National Corp
Pennsylvania
$490K +$11.7K +297 +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.