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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
ACM
1026
Antonetti Capital Management
Florida
$27K
EIP
1027
Ellis Investment Partners
Pennsylvania
$27K +$39 +1 +0.1%
NFSG
1028
Newbridge Financial Services Group
Florida
$27K +$39 +1 +0.1%
BIA
1029
Bell Investment Advisors
California
$27K +$14.5K +369 +98%
BWP
1030
Baldwin Wealth Partners
Massachusetts
$26K
M
1031
MOTCO
Texas
$26K
HWA
1032
Heritage Wealth Advisors
Virginia
$25.8K
BCA
1033
Bray Capital Advisors
Florida
$25K
VNA
1034
Valley National Advisers
Pennsylvania
$25K
OCM
1035
Osterweis Capital Management
California
$25K +$27.6K +700 New
AIC
1036
Archer Investment Corporation
Indiana
$24K +$1.73K +44 +7%
PK
1037
Pflug Koory
Nebraska
$24K -$1.97K -50 -7%
LWP
1038
Lumature Wealth Partners
Georgia
$24K
SIS
1039
Sound Income Strategies
Florida
$24K +$5.04K +128 +24%
LTI
1040
Laffer Tengler Investments
Tennessee
$23.8K
HFS
1041
Hantz Financial Services
Michigan
$23K
PWMG
1042
Prestige Wealth Management Group
New Jersey
$23K
ZIG
1043
Zullo Investment Group
Pennsylvania
$22K -$433 -11 -2%
FNBOSM
1044
First National Bank of South Miami
Florida
$21K -$2.36K -60 -9%
MHR
1045
Matthew Hamilton Rosenberg
$21K
WBC
1046
West Branch Capital
Massachusetts
$21K
GEA
1047
Glen Eagle Advisors
New Jersey
$20.7K
LFA
1048
Legend Financial Advisors
Pennsylvania
$20.2K +$22.4K +569 New
RAM
1049
Riggs Asset Management
Pennsylvania
$20K
KFS
1050
Kelly Financial Services
Massachusetts
$18.5K +$79 +2 +0.4%

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.