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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
FIM
776
Fruth Investment Management
Texas
$266K
FHA
777
First Horizon Advisors
Tennessee
$265K +$5.83K +148 +2%
PA
778
Profund Advisors
Maryland
$264K -$1.02K -26 -0.3%
KLCM
779
KG&L Capital Management
Louisiana
$263K
SS
780
Simplicity Solutions
Minnesota
$263K +$15.6K +396 +6%
AIM
781
Avity Investment Management
Connecticut
$262K -$9.85K -250 -3%
BC
782
Burleson & Co
California
$262K -$315 -8 -0.1%
SW
783
SlateStone Wealth
Florida
$262K
AP
784
Atwood & Palmer
Missouri
$261K
PG
785
Proffitt & Goodson
Tennessee
$261K +$20.6K +523 +8%
CG
786
Cutler Group
California
$260K +$229K +5,808 +384%
SFA
787
Sequoia Financial Advisors
Ohio
$259K -$26.8K -681 -9%
FFM
788
Forum Financial Management
Illinois
$259K
EFSCE
789
Enterprise Financial Services Corp (EFSC)
Missouri
$258K -$86.4K -2,194 -23%
SW
790
SteelPeak Wealth
California
$258K -$79 -2 -0%
TH
791
TCTC Holdings
Texas
$257K -$276 -7 -0.1%
LBC
792
Lowe Brockenbrough & Co
Virginia
$256K -$1.97K -50 -0.7%
TCPWM
793
Traverso Chambers Private Wealth Management
California
$254K
DC
794
Diametric Capital
Massachusetts
$254K +$282K +7,153 New
SFG
795
Sovereign Financial Group
Connecticut
$252K -$3.23K -82 -1%
SWM
796
SeaCrest Wealth Management
New York
$251K -$3.7K -94 -1%
WPC
797
Wedmont Private Capital
Pennsylvania
$249K -$87.9K -2,233 -24%
SAM
798
S.A. Mason
Michigan
$248K +$79 +2 +0%
AA
799
Ancora Advisors
Ohio
$246K -$24.5K -622 -8%
FNB
800
Farmers National Bank
Kentucky
$241K -$27.7K -704 -9%

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.