We are live on ! Find out more
CARR icon

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
CGL
751
Clarius Group LLC
Washington
$288K +$39.1K +995 +14%
CCM
752
Covington Capital Management
California
$287K -$35.3K -900 -10%
ACA
753
Aptus Capital Advisors
Alabama
$287K -$22.7K -578 -7%
OAM
754
Oppenheimer Asset Management
New York
$287K -$4.16K -106 -1%
LCM
755
Logan Capital Management
Pennsylvania
$285K
CPA
756
Court Place Advisors
Maryland
$284K -$29.4K -750 -9%
HSA
757
HBK Sorce Advisory
Pennsylvania
$284K -$24.8K -631 -7%
IFWM
758
Institute for Wealth Management
Colorado
$284K -$3.81K -97 -1%
SFA
759
Sequoia Financial Advisors
Ohio
$284K +$18.5K +472 +6%
KPW
760
Kore Private Wealth
New York
$284K +$33.6K +856 +12%
EAM
761
Eagle Asset Management
Florida
$283K -$6.71K -171 -2%
BA
762
Bennicas & Associates
California
$281K
SWM
763
Spire Wealth Management
Virginia
$279K -$156K -3,966 -34%
FL
764
Fort LP
Maryland
$278K -$351K -8,946 -53%
KA
765
Kovack Advisors
Florida
$276K +$471 +12 +0.2%
PFSC
766
Peoples Financial Services Corp
Pennsylvania
$273K -$70.7K -1,800 -19%
TC
767
TownSquare Capital
Utah
$272K -$56.1K -1,428 -16%
WTA
768
Washington Trust Advisors
Massachusetts
$272K -$43.9K -1,119 -13%
AIM
769
Avity Investment Management
Connecticut
$272K
MIC
770
Meridian Investment Counsel
California
$272K
RIM
771
Regent Investment Management
Kentucky
$271K -$981 -25 -0.3%
BOTW
772
Bank of the West
California
$271K -$785 -20 -0.3%
AA
773
Ancora Advisors
Ohio
$269K +$18.3K +467 +7%
FNB
774
Farmers National Bank
Kentucky
$267K
CPIG
775
Chicago Partners Investment Group
Illinois
$266K -$3.49K -89 -1%

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.