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
RIL
851
Rothschild Investment LLC
Illinois
$220K
S
852
Surevest
California
$220K +$21.2K +539 +10%
PTCG
853
Pring Turner Capital Group
California
$219K -$353K -9,000 -59%
WI
854
Wintrust Investments
Illinois
$219K -$29.3K -746 -11%
CFAM
855
Center For Asset Management
Florida
$219K
KM
856
Kalos Management
Georgia
$219K +$12.7K +323 +6%
CCA
857
Cobblestone Capital Advisors
New York
$219K +$40.1K +1,022 +20%
CAM
858
Covenant Asset Management
New Jersey
$218K
AIM
859
Anchor Investment Management
South Carolina
$217K -$2.94K -75 -1%
LB
860
Legacy Bridge
Iowa
$216K -$8.83K -225 -4%
CWM
861
Calamos Wealth Management
Illinois
$215K -$4.81M -122,498 -95%
CA
862
Cambridge Advisors
Nebraska
$214K -$2.9K -74 -1%
B
863
Bailard
California
$214K -$1.18K -30 -0.5%
BL
864
Bleichroeder LP
New York
$214K
RT
865
Rockland Trust
Massachusetts
$214K
SLT
866
St Louis Trust
Missouri
$214K
SFM
867
Systematic Financial Management
New Jersey
$214K
GWM
868
Geneos Wealth Management
Colorado
$212K -$11.5K -292 -5%
AF
869
Arrow Financial
New York
$212K
AF
870
Aldebaran Financial
$210K -$263K -6,700 -53%
APP
871
Avantax Planning Partners
Iowa
$210K -$28.4K -724 -11%
TA
872
TFG Advisers
Michigan
$210K +$7.58K +193 +3%
SIM
873
Sentry Investment Management
Wisconsin
$209K -$44.8K -1,140 -16%
9WM
874
9258 Wealth Management
Ohio
$209K -$9.78K -249 -4%
CCM
875
Compton Capital Management
Rhode Island
$207K -$281K -7,157 -55%

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.