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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
HW
876
Hancock Whitney
Mississippi
$207K -$13.1K -334 -5%
SIA
877
Soltis Investment Advisors
Utah
$206K +$275 +7 +0.1%
CCG
878
Cypress Capital Group
Florida
$206K +$40.3K +1,027 +22%
GWANC
879
Guardian Wealth Advisors (North Carolina)
North Carolina
$205K +$225K +5,734 New
LS
880
Livforsakringsbolaget Skandia
Sweden
$204K -$39.3K -1,000 -15%
TA
881
Tiedemann Advisors
New York
$203K -$4.44K -113 -2%
CHAM
882
Clear Harbor Asset Management
Connecticut
$203K
CCM
883
Cullen Capital Management
New York
$202K
BSW
884
Buckingham Strategic Wealth
Missouri
$202K +$17.4K +444 +9%
WSCM
885
Wellington Shields Capital Management
New York
$201K
ATC
886
Adirondack Trust Company
New York
$189K -$5.5K -140 -3%
Jones Financial Companies
887
Jones Financial Companies
Missouri
$182K -$4.83K -123 -2%
WOC
888
West Oak Capital
California
$180K -$25.5K -650 -11%
TFS
889
TrustCore Financial Services
Tennessee
$179K +$353 +9 +0.2%
BWA
890
BDO Wealth Advisors
Florida
$178K -$2.75K -70 -1%
FFC
891
First Financial Corp
Indiana
$178K +$9.81K +250 +5%
PAI
892
Pittenger & Anderson Inc
Nebraska
$177K
CHA
893
Carmichael Hill & Associates
Maryland
$176K
FBT
894
First Bank & Trust
South Dakota
$175K +$9.5K +242 +5%
CF
895
Centaurus Financial
California
$174K +$38.2K +972 +25%
FCB
896
First Command Bank
Texas
$172K
FCFS
897
First Command Financial Services
Texas
$172K
CCMW
898
Cypress Capital Management (Wyoming)
Wyoming
$163K -$100K -2,550 -36%
OIA
899
Optimum Investment Advisors
Illinois
$162K
AIM
900
Acropolis Investment Management
Missouri
$160K -$4.91K -125 -3%

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.