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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
BSA
676
Bull Street Advisors
Georgia
$370K
MIM
677
Marco Investment Management
Georgia
$369K -$3.54K -90 -0.9%
AIP
678
Ameritas Investment Partners
Nebraska
$368K -$23.9K -607 -6%
CI
679
Cigna Investments
Connecticut
$367K -$21K -534 -5%
TAM
680
Tucker Asset Management
Colorado
$367K -$5.04K -128 -1%
FCI
681
Financial Counselors Inc
Kansas
$364K -$158K -4,014 -28%
CAM
682
Carret Asset Management
New York
$362K +$39 +1 +0%
CLOS
683
Compagnie Lombard Odier SCmA
Switzerland
$362K +$225K +5,722 +128%
DAC
684
Dividend Assets Capital
South Carolina
$360K
KPWS
685
Kestra Private Wealth Services
Texas
$358K -$33.4K -849 -8%
BS
686
Boenning & Scattergood
Pennsylvania
$358K +$27K +686 +7%
MGIA
687
Moneta Group Investment Advisors
Missouri
$357K -$65.2K -1,655 -14%
GFA
688
Gifford Fong Associates
California
$356K
PTC
689
Private Trust Company
Ohio
$356K
CIC
690
Canal Insurance Company
South Carolina
$355K
CTA
691
Colonial Trust Advisors
South Carolina
$355K +$3.31K +84 +0.8%
CSPIA
692
Cary Street Partners Investment Advisory
Virginia
$353K +$8.55K +217 +2%
OPCM
693
Osborne Partners Capital Management
California
$352K -$7.88K -200 -2%
SCA
694
Spearhead Capital Advisors
Florida
$351K +$21.7K +551 +6%
VCA
695
Verdence Capital Advisors
Maryland
$346K -$3.39K -86 -0.9%
GLA
696
Great Lakes Advisors
Illinois
$343K -$63.4K -1,610 -14%
BB
697
Berkshire Bank
Massachusetts
$341K
1SB
698
1ST Source Bank
Indiana
$340K -$34.5K -875 -8%
WI
699
Wahed Invest
New York
$338K +$26.3K +669 +8%
CNAM
700
Campbell Newman Asset Management
Wisconsin
$337K

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.