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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
AWM
951
Accel Wealth Management
Iowa
$81K +$39 +1 +0%
CYG
952
Clean Yield Group
Vermont
$80K
TFS
953
TrustCore Financial Services
Tennessee
$79K -$110K -2,783 -56%
MCM
954
MV Capital Management
Maryland
$79K +$2.6K +66 +3%
CFG
955
CKW Financial Group
Hawaii
$76K
UIA
956
Ulland Investment Advisors
Minnesota
$75K
CA
957
Crewe Advisors
Utah
$75K +$8.15K +207 +11%
MSFP
958
Mark Sheptoff Financial Planning
Connecticut
$74K
DSC
959
Duncker Streett & Co
Missouri
$73K +$158 +4 +0.2%
EDRH
960
Edmond de Rothschild Holding
Switzerland
$71K -$10.7K -272 -12%
FA
961
Fortis Advisors
Pennsylvania
$71K
HBW
962
Hazlett, Burt & Watson
West Virginia
$71K
CWC
963
Carolinas Wealth Consulting
North Carolina
$71K +$39 +1 +0%
MIM
964
Meridiem Investment Management
United Kingdom
$70K
HS
965
Horan Securities
United States
$69K
MRCM
966
M&R Capital Management
New Jersey
$67K
CAL
967
Capital Analysts LLC
Pennsylvania
$63K -$1.97K -50 -3%
CFO
968
CVA Family Office
Colorado
$62K +$26.8K +680 +63%
JGIA
969
Jackson Grant Investment Advisers
Connecticut
$61K +$158 +4 +0.2%
Pacer Advisors
970
Pacer Advisors
Pennsylvania
$61K +$14.4K +366 +27%
HGERS
971
Householder Group Estate & Retirement Specialist
Arizona
$61K +$67.8K +1,722 New
ACM
972
AUA Capital Management
Pennsylvania
$60K -$14.3K -364 -18%
APW
973
Acima Private Wealth
Virginia
$59.4K
OPW
974
Oxler Private Wealth
New York
$59.3K +$197 +5 +0.3%
JEST
975
JTC Employer Solutions Trustee
Jersey
$59K

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.