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
MPWT
976
MassMutual Private Wealth & Trust
Connecticut
$70K -$5.42K -138 -7%
MIM
977
Meridiem Investment Management
United Kingdom
$70K
EBA
978
Eagle Bay Advisors
New York
$69.9K +$77K +1,961 New
HS
979
Horan Securities
United States
$69K
CA
980
Crewe Advisors
Utah
$68K -$10.5K -267 -12%
MRCM
981
M&R Capital Management
New Jersey
$67K -$3.14K -80 -4%
HR
982
Howe & Rusling
New York
$65K
JFGIW
983
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K
CAL
984
Capital Analysts LLC
Pennsylvania
$64K +$2.24K +57 +3%
FMB
985
Field & Main Bank
Kentucky
$64K +$55K +1,400 +350%
BCMLT
986
Beacon Capital Management LLC (Tennessee)
Tennessee
$63K
SSG
987
Summit Securities Group
New York
$63K +$55.9K +1,424 +407%
JGIA
988
Jackson Grant Investment Advisers
Connecticut
$61K +$196 +5 +0.3%
APW
989
Acima Private Wealth
Virginia
$59.5K
OPW
990
Oxler Private Wealth
New York
$59.3K +$65.2K +1,661 New
TFM
991
TFC Financial Management
Massachusetts
$59K -$133K -3,385 -67%
JEST
992
JTC Employer Solutions Trustee
Jersey
$59K
SCA
993
Stonebridge Capital Advisors
Minnesota
$59K
JWA
994
JFS Wealth Advisors
Pennsylvania
$58K -$6.63K -169 -9%
SOW
995
State of Wyoming
Wyoming
$57K -$52.3K -1,332 -45%
FCT
996
First Community Trust
Iowa
$57K
OC
997
Oakmont Corp
California
$55K -$4.75K -121 -7%
IAMOG
998
Investors Asset Management of Georgia
Georgia
$54K +$59.5K +1,516 New
SWM
999
Sugarloaf Wealth Management
Georgia
$53K +$79 +2 +0.1%
CG
1000
Cutler Group
California
$53K +$59.3K +1,511 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.