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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
AA
926
Alta Advisers
United Kingdom
$92K +$102K +2,600 New
PI
927
PEAK6 Investments
Illinois
$91K -$571K -14,502 -85%
EWM
928
Evermay Wealth Management
Virginia
$91K
CFFP
929
Center for Financial Planning
Michigan
$90K
SC
930
Steph & Co
Wisconsin
$90K
CNBTD
931
Citizens National Bank Trust Department
Mississippi
$89K -$19.7K -500 -17%
CAM
932
Costello Asset Management
Pennsylvania
$89K -$10.6K -270 -10%
BFPW
933
BOK Financial Private Wealth
Colorado
$89K
AWM
934
AllSquare Wealth Management
New York
$88K
SWA
935
Sutton Wealth Advisors
Florida
$87.1K +$473 +12 +0.5%
STCOSD
936
Sageworth Trust Company of South Dakota
South Dakota
$87K -$51.7K -1,314 -35%
CPFP
937
Clear Perspectives Financial Planning
Ohio
$87K
ZB
938
Zions Bancorporation
Utah
$86K -$906 -23 -0.9%
HDIM
939
Hanson & Doremus Investment Management
Vermont
$86K -$473 -12 -0.5%
HI
940
Hudock Inc
Pennsylvania
$86K +$276 +7 +0.3%
MPWT
941
MassMutual Private Wealth & Trust
Connecticut
$86K +$18K +457 +23%
AA
942
Addison Advisors
Vermont
$85K +$12.6K +319 +15%
SOW
943
State of Wyoming
Wyoming
$85K +$31.5K +801 +50%
GCM
944
Gables Capital Management
Florida
$84K
TIM
945
Tevis Investment Management
Texas
$84K
DCM
946
Dupont Capital Management
Delaware
$83K -$22.8K -578 -20%
DGAM
947
Desjardins Global Asset Management
Quebec, Canada
$83K
NL
948
NVWM LLC
Pennsylvania
$83K
EBA
949
Eagle Bay Advisors
New York
$83K +$14.6K +371 +19%
FF
950
FourThought Financial
Florida
$82K -$2.72K -69 -3%

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.