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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
AIM
851
Anchor Investment Management
South Carolina
$212K -$5.12K -130 -2%
HCM
852
Howland Capital Management
Massachusetts
$211K -$13.8K -350 -6%
AF
853
Aldebaran Financial
$211K -$985 -25 -0.4%
CAM
854
Covenant Asset Management
New Jersey
$210K -$8.66K -220 -4%
RT
855
Rockland Trust
Massachusetts
$210K -$2.64K -67 -1%
CWM
856
Calamos Wealth Management
Illinois
$209K -$6.03K -153 -3%
AF
857
Arrow Financial
New York
$209K -$2.76K -70 -1%
DBIA
858
Dumont & Blake Investment Advisors
New Jersey
$208K -$30.9K -785 -12%
CI
859
Conning Inc
Connecticut
$208K -$22.4K -568 -9%
SIM
860
Sentry Investment Management
Wisconsin
$208K
9WM
861
9258 Wealth Management
Ohio
$208K +$39 +1 +0%
GWANC
862
Guardian Wealth Advisors (North Carolina)
North Carolina
$208K +$5.04K +128 +2%
BOH
863
Bank of Hawaii
Hawaii
$208K +$231K +5,855 New
CT
864
Colonial Trust
South Carolina
$207K +$229K +5,811 New
NB
865
Northwest Bancshares
Pennsylvania
$207K +$229K +5,819 New
O
866
Ossiam
France
$207K +$230K +5,833 New
S
867
Surevest
California
$206K -$14.6K -370 -6%
LA
868
LVW Advisors
New York
$206K +$228K +5,788 New
BSW
869
Buckingham Strategic Wealth
Missouri
$205K +$4.1K +104 +2%
CL
870
CPWM LLC
Washington
$204K -$41.5K -1,055 -16%
CWM
871
Congress Wealth Management
Massachusetts
$203K -$21.1K -535 -9%
HW
872
Hancock Whitney
Mississippi
$203K -$3.43K -87 -2%
TA
873
Tiedemann Advisors
New York
$203K
PWPS
874
Pinnacle Wealth Planning Services
Ohio
$202K -$27.3K -693 -11%
CCM
875
Cullen Capital Management
New York
$202K

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.