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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
SIG
701
Sky Investment Group
Connecticut
$337K +$2.76K +70 +0.7%
HI
702
Horizon Investments
North Carolina
$336K +$32.9K +835 +10%
LRPA
703
L. Roy Papp & Associates
Arizona
$335K +$39.1K +994 +12%
FHA
704
Flagship Harbor Advisors
Massachusetts
$332K -$3.54K -90 -1%
IAA
705
Independent Advisor Alliance
North Carolina
$331K -$17.7K -449 -5%
CCT
706
Chemung Canal Trust
New York
$331K -$3.94K -100 -1%
SC
707
SouthState Corp
Florida
$330K -$25.4K -644 -6%
FTDI
708
First Trust Direct Indexing
Massachusetts
$328K -$22.6K -574 -6%
AFG
709
Alterity Financial Group
Maine
$327K +$88.9K +2,258 +33%
SLT
710
St Louis Trust
Missouri
$326K +$104K +2,635 +44%
MPW
711
Monterey Private Wealth
California
$325K -$5.71K -145 -2%
ONB
712
Old National Bancorp
Indiana
$325K +$116K +2,941 +48%
BFS
713
Bard Financial Services
Connecticut
$324K -$9.85K -250 -3%
PFGIA
714
Patriot Financial Group Insurance Agency
Massachusetts
$323K +$2.01K +51 +0.6%
CCB
715
Country Club Bank
Missouri
$323K +$4.92K +125 +1%
CCA
716
Checchi Capital Advisers
California
$323K +$11.2K +285 +3%
EHC
717
Everett Harris & Co
California
$321K -$197K -5,000 -36%
BMO
718
Beck Mack & Oliver
New York
$321K -$2.76K -70 -0.8%
WT
719
Washington Trust
Rhode Island
$319K
FAG
720
Financial Advisory Group
Texas
$318K
PCM
721
Pointe Capital Management
Michigan
$317K -$11.1K -283 -3%
WTB
722
Washington Trust Bank
Washington
$314K -$41.5K -1,053 -11%
DWA
723
Douglass Winthrop Advisors
New York
$313K -$32.8K -834 -9%
CCFCSB
724
Cape Cod Five Cents Savings Bank
Massachusetts
$312K -$25.3K -642 -7%
CGL
725
Clarius Group LLC
Washington
$311K +$25.8K +656 +8%

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.