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
QCG
776
Quadrant Capital Group
Ohio
$266K +$4.12K +105 +1%
PA
777
Profund Advisors
Maryland
$265K -$93K -2,369 -24%
DMBA
778
Deseret Mutual Benefit Administrators
Utah
$265K +$5.89K +150 +2%
AAP
779
Arax Advisory Partners
Colorado
$265K +$10.6K +270 +4%
CWM
780
Cornerstone Wealth Management
Missouri
$265K +$11K +280 +4%
EWA
781
EP Wealth Advisors
California
$264K +$291K +7,403 New
KLCM
782
KG&L Capital Management
Louisiana
$263K -$100K -2,553 -26%
SW
783
SlateStone Wealth
Florida
$263K -$13.3K -339 -4%
BC
784
Burleson & Co
California
$263K +$314 +8 +0.1%
AP
785
Atwood & Palmer
Missouri
$262K -$65.8K -1,675 -19%
NF
786
NTB Financial
Colorado
$262K
LBC
787
Lowe Brockenbrough & Co
Virginia
$260K +$1.96K +50 +0.7%
FFM
788
Forum Financial Management
Illinois
$260K +$7.89K +201 +3%
FHA
789
First Horizon Advisors
Tennessee
$260K +$164K +4,190 +133%
SW
790
SteelPeak Wealth
California
$260K +$285K +7,264 New
RCM
791
RB Capital Management
Nevada
$260K +$286K +7,282 New
MPPW
792
Mitchell & Pahl Private Wealth
Oklahoma
$258K -$26.6K -678 -9%
TH
793
TCTC Holdings
Texas
$258K +$275 +7 +0.1%
LSPW
794
Lake Street Private Wealth
Illinois
$257K -$94.8K -2,415 -25%
SG
795
StoneX Group
New York
$256K +$282K +7,178 New
SFG
796
Sovereign Financial Group
Connecticut
$256K +$9.5K +242 +3%
SWM
797
SeaCrest Wealth Management
New York
$255K -$6.48K -165 -2%
TCPWM
798
Traverso Chambers Private Wealth Management
California
$254K
OPS
799
Orion Portfolio Solutions
Nebraska
$253K -$10.1K -258 -4%
ACM
800
Argent Capital Management
Missouri
$253K

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.