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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
PAI
901
Pittenger & Anderson Inc
Nebraska
$140K -$40.4K -1,026 -21%
ST
902
Smithfield Trust
Pennsylvania
$140K
HIA
903
Harbor Investment Advisory
Maryland
$139K +$2.44K +62 +2%
FMTCOCP
904
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$128K
MMG
905
Monetary Management Group
Missouri
$125K
HR
906
Howe & Rusling
New York
$122K +$63K +1,600 +87%
WSC
907
Wellington Shields & Co
New York
$117K
BSB
908
Bangor Savings Bank
Maine
$116K -$39.4K -1,000 -23%
EI
909
Ellevest Inc
New York
$110K -$12.1K -308 -9%
MWM
910
Mascoma Wealth Management
New Hampshire
$110K
QC
911
Quent Capital
New York
$107K -$354 -9 -0.3%
BONH
912
Bank of New Hampshire
New Hampshire
$106K -$5.04K -128 -4%
PFBT
913
Parkside Financial Bank & Trust
Missouri
$104K +$3.31K +84 +3%
EWA
914
EverSource Wealth Advisors
Alabama
$101K -$12.4K -314 -10%
TPCW
915
TD Private Client Wealth
New York
$101K +$354 +9 +0.3%
GRP
916
Global Retirement Partners
California
$100K -$945 -24 -0.9%
GWM
917
Geneos Wealth Management
Colorado
$99K -$122K -3,110 -53%
MCC
918
Money Concepts Capital
Florida
$99K -$433 -11 -0.4%
SLF
919
Sun Life Financial
Ontario, Canada
$98K -$21.2K -538 -16%
ACA
920
Atlas Capital Advisors
Wyoming
$97K
FCA
921
FinTrust Capital Advisors
South Carolina
$97K
IWMA
922
Ironwood Wealth Management (Arizona)
Arizona
$94K
CSB
923
City State Bank
Iowa
$93K -$1.02K -26 -1%
OC
924
Oakworth Capital
Alabama
$93K
BTI
925
Blue Trust Inc
Georgia
$92K +$8.39K +213 +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.