Carrier Global
CARR
1,217 hedge funds and large institutions have $29.6B invested in Carrier Global in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 391 increasing their positions, 443 reducing their positions, and 62 closing their positions.
142% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 62
34% more call options, than puts
Call options by funds: $80.5M | Put options by funds: $60.3M
16% more capital invested
Capital invested by funds: $25.6B → $29.6B (+$3.99B)
6% more funds holding
Funds holding: 1,153 → 1,217 (+64)
0.02% less ownership
Funds ownership: 85.75% → 85.73% (-0.02%)
12% less repeat investments, than reductions
Existing positions increased: 391 | Existing positions reduced: 443
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$233M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$154M |
| 3 |
Morgan Stanley
New York
|
+$58.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$41.7M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$41.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$217M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$171M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$76.5M |
| 4 |
Amundi
Paris,
France
|
-$73.3M |
| 5 |
Renaissance Technologies
New York
|
-$61.7M |
CARR Hedge Fund Activity: Q4 2022 in Review
1,217 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q4 2022, worth a combined $29.6B — up 16% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new CARR positions and 62 closed out — a net gain of 88 holders — while 391 added to existing stakes and 443 trimmed.
The largest buyer was Capital World Investors, adding an estimated $233M. The largest seller was Citadel Advisors, cutting an estimated $217M.
- 1,217 institutional investors held Carrier Global (CARR) as of Q4 2022, up from 1,153 in Q3 2022.
- Funds reported $29.6B of Carrier Global stock for Q4 2022, up 16% quarter-over-quarter.
- 150 funds opened new Carrier Global positions in Q4 2022 and 62 closed out, a net change of +88 holders.
- The largest Carrier Global buyer in Q4 2022 was Capital World Investors, an estimated $233M added.
- The largest Carrier Global seller in Q4 2022 was Citadel Advisors, an estimated $217M sold.
Based on aggregated 13F filings for Q4 2022.