Carrier Global
CARR
1,263 hedge funds and large institutions have $33.9B invested in Carrier Global in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 370 increasing their positions, 566 reducing their positions, and 156 closing their positions.
58% more call options, than puts
Call options by funds: $87.7M | Put options by funds: $55.5M
1.59% more ownership
Funds ownership: 84.97% → 86.56% (+1.6%)
6% less funds holding
Funds holding: 1,345 → 1,263 (-82)
15% less capital invested
Capital invested by funds: $39.8B → $33.9B (-$5.95B)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
35% less repeat investments, than reductions
Existing positions increased: 370 | Existing positions reduced: 566
41% less first-time investments, than exits
New positions opened: 92 | Existing positions closed: 156
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$777M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$446M |
| 3 |
Renaissance Technologies
New York
|
+$139M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$86.9M |
| 5 |
Two Sigma Investments
New York
|
+$85.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$314M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$238M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$174M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$158M |
| 5 |
State Street
Boston,
Massachusetts
|
-$97.4M |
CARR Hedge Fund Activity: Q1 2022 in Review
1,263 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q1 2022, worth a combined $33.9B — down 15% from $39.8B a quarter earlier.
Sellers outnumbered buyers: 156 funds closed out of CARR and 92 opened new positions — a net loss of 64 holders — while 566 trimmed existing stakes and 370 added.
The largest buyer was Capital World Investors, adding an estimated $777M. The largest seller was Bank of America, cutting an estimated $314M.
- 1,263 institutional investors held Carrier Global (CARR) as of Q1 2022, down from 1,345 in Q4 2021.
- Funds reported $33.9B of Carrier Global stock for Q1 2022, down 15% quarter-over-quarter.
- 92 funds opened new Carrier Global positions in Q1 2022 and 156 closed out, a net change of -64 holders.
- The largest Carrier Global buyer in Q1 2022 was Capital World Investors, an estimated $777M added.
- The largest Carrier Global seller in Q1 2022 was Bank of America, an estimated $314M sold.
Based on aggregated 13F filings for Q1 2022.