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Carrier Global

1,172 hedge funds and large institutions have $25.8B invested in Carrier Global in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 384 increasing their positions, 486 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $56.3M | Put options by funds: $30.6M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.16% less ownership

Funds ownership: 86.56%85.4% (-1.2%)

7% less funds holding

Funds holding: 1,2621,172 (-90)

21% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 486

24% less capital invested

Capital invested by funds: $33.9B → $25.8B (-$8.07B)

47% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 153

Holders
1,172
Holders Change
-90
Holders Change %
-7.13%
% of All Funds
19.74%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
81
Increased
384
Reduced
486
Closed
153
Calls
$56.3M
Puts
$30.6M
Net Calls
+$25.7M
Net Calls Change
-$6.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FCCM
701
First City Capital Management
Georgia
$338K +$9.81K +250 +3%
EFSCE
702
Enterprise Financial Services Corp (EFSC)
Missouri
$337K +$1.88K +48 +0.5%
FHA
703
Flagship Harbor Advisors
Massachusetts
$336K -$102K -2,596 -22%
CCT
704
Chemung Canal Trust
New York
$336K -$11.8K -300 -3%
SIG
705
Sky Investment Group
Connecticut
$336K
CCFCSB
706
Cape Cod Five Cents Savings Bank
Massachusetts
$335K +$23.6K +600 +7%
BFS
707
Bard Financial Services
Connecticut
$334K
BS
708
Boenning & Scattergood
Pennsylvania
$334K +$21.6K +550 +6%
TAM
709
Tucker Asset Management
Colorado
$333K +$5.03K +128 +1%
DHFB
710
Dixon Hubard Feinour & Brown
Virginia
$333K +$32.4K +825 +10%
SCA
711
Spearhead Capital Advisors
Florida
$332K +$366K +9,317 New
MPW
712
Monterey Private Wealth
California
$331K +$3.85K +98 +1%
S
713
Schroders
United Kingdom
$329K -$207K -5,274 -36%
WPC
714
Wedmont Private Capital
Pennsylvania
$329K +$363K +9,239 New
PCM
715
Pointe Capital Management
Michigan
$328K
AC
716
Avestar Capital
New York
$328K +$147K +3,734 +68%
TIA
717
Tiemann Investment Advisors
California
$325K
BMO
718
Beck Mack & Oliver
New York
$324K
PFGIA
719
Patriot Financial Group Insurance Agency
Massachusetts
$322K -$39K -993 -10%
CCB
720
Country Club Bank
Missouri
$321K -$15.7K -400 -4%
WT
721
Washington Trust
Rhode Island
$320K -$22.1K -563 -6%
FAG
722
Financial Advisory Group
Texas
$319K
SFI
723
Siemens Fonds Invest
Germany
$316K
WI
724
Wahed Invest
New York
$315K -$48.5K -1,235 -12%
CC
725
Centiva Capital
New York
$310K -$873K -22,232 -72%

CARR Hedge Fund Activity: Q2 2022 in Review

1,172 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q2 2022, worth a combined $25.8B — down 24% from $33.9B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of CARR and 81 opened new positions — a net loss of 72 holders — while 486 trimmed existing stakes and 384 added.

The largest buyer was Citadel Advisors, adding an estimated $174M. The largest seller was Bank of America, cutting an estimated $364M.

  • 1,172 institutional investors held Carrier Global (CARR) as of Q2 2022, down from 1,262 in Q1 2022.
  • Funds reported $25.8B of Carrier Global stock for Q2 2022, down 24% quarter-over-quarter.
  • 81 funds opened new Carrier Global positions in Q2 2022 and 153 closed out, a net change of -72 holders.
  • The largest Carrier Global buyer in Q2 2022 was Citadel Advisors, an estimated $174M added.
  • The largest Carrier Global seller in Q2 2022 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q2 2022.