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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
ACM
626
Allred Capital Management
Texas
$444K
BFIM
627
Beese Fulmer Investment Management
Ohio
$444K +$11.7K +296 +2%
TMAM
628
Tokio Marine Asset Management
Japan
$443K +$33.4K +848 +7%
5L
629
55I LLC
Massachusetts
$441K +$488K +12,397 New
AMIM
630
Aull & Monroe Investment Management
Alabama
$440K -$37.4K -950 -7%
SP
631
Symmetry Partners
Connecticut
$440K +$46.4K +1,178 +11%
CAM
632
Columbia Asset Management
Michigan
$439K
BST
633
Bath Savings Trust
Maine
$437K +$5.32K +135 +1%
BFM
634
Boothbay Fund Management
New York
$437K +$484K +12,278 New
VAS
635
Vestmark Advisory Solutions
Massachusetts
$433K +$11.5K +292 +2%
JG
636
Jefferies Group
New York
$432K +$478K +12,146 New
MM
637
Meridian Management
Arkansas
$428K
GFS
638
GYL Financial Synergies
Connecticut
$426K +$433 +11 +0.1%
FG
639
Fiduciary Group
Georgia
$425K -$5.99K -152 -2%
FNFDCM
640
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$425K
IIA
641
ICW Investment Advisors
Arizona
$425K +$8.39K +213 +2%
CB
642
Community Bank
New York
$423K -$12.6K -320 -3%
IAIM
643
International Assets Investment Management
Florida
$422K -$194K -4,915 -29%
GIM
644
Groesbeck Investment Management
New Jersey
$422K
KTA
645
Keeley-Teton Advisors
Illinois
$421K
PAS
646
Park Avenue Securities
New York
$421K +$47.4K +1,204 +11%
PCS
647
Personal CFO Solutions
New Jersey
$416K +$985 +25 +0.2%
RMC
648
Resources Management Corp
Connecticut
$414K -$9.85K -250 -2%
PCM
649
Penserra Capital Management
California
$412K -$42.8K -1,087 -9%
BTW
650
Boston Trust Walden
Massachusetts
$411K

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.