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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
CAG
601
Crestwood Advisors Group
Massachusetts
$489K -$28.5K -724 -5%
SB
602
Simmons Bank
Arkansas
$487K -$22.8K -579 -4%
CT
603
Cambridge Trust
Massachusetts
$487K +$25.3K +643 +5%
BFA
604
Benedict Financial Advisors
Georgia
$485K +$4.49K +114 +0.8%
NA
605
NewEdge Advisors
Louisiana
$482K -$781K -19,821 -59%
S
606
SignatureFD
Georgia
$478K +$91.8K +2,330 +21%
AC
607
Avestar Capital
New York
$477K +$166K +4,204 +46%
TC
608
TownSquare Capital
Utah
$475K +$226K +5,734 +75%
MFA
609
Mayflower Financial Advisors
Massachusetts
$473K +$64.3K +1,634 +14%
PIM
610
Penobscot Investment Management
Massachusetts
$470K -$177K -4,500 -25%
JWCA
611
J.W. Cole Advisors
Florida
$467K +$3.15K +80 +0.6%
BFA
612
Bragg Financial Advisors
North Carolina
$464K -$39.8K -1,011 -7%
EM
613
Excalibur Management
Massachusetts
$463K
WANY
614
Wealthspire Advisors (New York)
New York
$463K +$512K +13,009 New
HIC
615
Holderness Investments Company
North Carolina
$462K -$3.46K -88 -0.7%
TW
616
Transform Wealth
Colorado
$461K -$3.07K -78 -0.6%
SYBT
617
Stock Yards Bank & Trust
Kentucky
$461K
FC
618
Forte Capital
New York
$460K -$1.77K -45 -0.3%
WAM
619
Werlinich Asset Management
Connecticut
$459K
MIC
620
Means Investment Company
Maine
$456K +$39 +1 +0%
TWC
621
TD Waterhouse Canada
Ontario, Canada
$456K -$27.4K -695 -5%
CWM
622
CIBC World Markets
New York
$454K -$1.83M -46,446 -78%
JAG
623
Journey Advisory Group
Kentucky
$452K -$37.3K -948 -7%
TSWM
624
Triangle Securities Wealth Management
North Carolina
$446K -$55.1K -1,400 -10%
MGP
625
Metis Global Partners
California
$444K -$7.96K -202 -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.