We are live on ! Find out more
CARR icon

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
HI
951
Hudock Inc
Pennsylvania
$86K +$236 +6 +0.2%
FF
952
FourThought Financial
Florida
$84K -$15K -382 -14%
GCM
953
Gables Capital Management
Florida
$84K
DGAM
954
Desjardins Global Asset Management
Quebec, Canada
$83K -$606K -15,449 -87%
S
955
Seeyond
France
$83K -$1.84K -47 -2%
NL
956
NVWM LLC
Pennsylvania
$83K -$196 -5 -0.2%
TIM
957
Tevis Investment Management
Texas
$82K
EDRH
958
Edmond de Rothschild Holding
Switzerland
$81K -$28.7K -732 -24%
CYG
959
Clean Yield Group
Vermont
$81K
PCG
960
Private Capital Group
Connecticut
$80K -$365K -9,298 -81%
CA
961
CoreCap Advisors
Michigan
$78K +$86.1K +2,193 New
1IA
962
1834 Investment Advisors
Wisconsin
$77K
CFG
963
CKW Financial Group
Hawaii
$77K
MCM
964
MV Capital Management
Maryland
$77K +$2.2K +56 +3%
NICM
965
Neo Ivy Capital Management
New York
$76K -$256K -6,533 -75%
AWM
966
Accel Wealth Management
Iowa
$76K -$19.5K -498 -19%
UIA
967
Ulland Investment Advisors
Minnesota
$75K
VRM
968
Vectors Research Management
New York
$75K
MSFP
969
Mark Sheptoff Financial Planning
Connecticut
$74K -$4.08K -104 -5%
AA
970
Addison Advisors
Vermont
$74K +$471 +12 +0.6%
DSC
971
Duncker Streett & Co
Missouri
$73K -$3.73K -95 -4%
ACM
972
AUA Capital Management
Pennsylvania
$73K
FA
973
Fortis Advisors
Pennsylvania
$71K -$1.96K -50 -2%
HBW
974
Hazlett, Burt & Watson
West Virginia
$71K
CWC
975
Carolinas Wealth Consulting
North Carolina
$71K +$135K +3,444 +182%

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.