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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
LSA
901
Leonteq Securities AG
Switzerland
$160K +$35.4K +902 +25%
CLOS
902
Compagnie Lombard Odier SCmA
Switzerland
$159K +$175K +4,470 New
COCM
903
Charter Oak Capital Management
New Hampshire
$158K +$39 +1 +0%
GWS
904
Glassman Wealth Services
Virginia
$155K +$12.3K +314 +8%
BSB
905
Bangor Savings Bank
Maine
$152K +$167K +4,266 New
NSIM
906
North Star Investment Management
Illinois
$148K
HI
907
Harbour Investments
Wisconsin
$148K +$162K +4,138 New
MCM
908
Manchester Capital Management
Vermont
$145K
CI
909
CX Institutional
Indiana
$144K -$49.3K -1,255 -24%
BAM
910
Belpointe Asset Management
Nevada
$142K +$8.95K +228 +6%
Group One Trading
911
Group One Trading
Illinois
$142K +$157K +3,994 New
ST
912
Smithfield Trust
Pennsylvania
$140K
HIA
913
Harbor Investment Advisory
Maryland
$137K -$7.46K -190 -5%
STCOSD
914
Sageworth Trust Company of South Dakota
South Dakota
$134K +$33.2K +846 +29%
AIP
915
Ahrens Investment Partners
Louisiana
$130K -$1.96K -50 -1%
FMTCOCP
916
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$129K -$1.41K -36 -1%
MMG
917
Monetary Management Group
Missouri
$126K -$15.7K -400 -10%
EI
918
Ellevest Inc
New York
$121K +$15.1K +385 +13%
SLF
919
Sun Life Financial
Ontario, Canada
$118K -$5.38K -137 -4%
AW
920
ACG Wealth
Georgia
$117K +$129K +3,284 New
WSC
921
Wellington Shields & Co
New York
$117K +$129K +3,285 New
BONH
922
Bank of New Hampshire
New Hampshire
$111K -$9.81K -250 -7%
EWA
923
EverSource Wealth Advisors
Alabama
$111K +$44.5K +1,133 +57%
MWM
924
Mascoma Wealth Management
New Hampshire
$110K
BTI
925
Blue Trust Inc
Georgia
$109K +$93.2K +2,373 New

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.