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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
FRA
1051
Front Row Advisors
California
$18K
IFS
1052
Intelligent Financial Strategies
Minnesota
$18K
VWM
1053
Valley Wealth Managers
New Jersey
$18K
MFT
1054
Moisand Fitzgerald Tamayo
Florida
$18K +$1.93K +49 +10%
BCFD
1055
Boit C.F. David
$18K +$19.7K +500 New
MA
1056
MCF Advisors
Kentucky
$17K -$17.7K -449 -49%
CB
1057
CNB Bank
Pennsylvania
$17K
CCA
1058
Column Capital Advisors
Indiana
$17K
JWM
1059
Janiczek Wealth Management
Colorado
$17K +$4.61K +117 +34%
BCPWM
1060
Bradley & Co Private Wealth Management
Florida
$16K
WB
1061
West Bancorporation
Iowa
$16K
NEAM
1062
New England Asset Management
Connecticut
$16K +$17.8K +453 New
CL
1063
COWA LLC
Oklahoma
$16K +$18.1K +460 New
DIP
1064
DT Investment Partners
Pennsylvania
$16K +$18.2K +461 New
TFA
1065
Transamerica Financial Advisors
Florida
$15K +$16.5K +420 +42,000%
CBT
1066
CoreFirst Bank & Trust
Kansas
$14K
EARNEST Partners
1067
EARNEST Partners
Georgia
$14K
SWA
1068
SOA Wealth Advisors
New York
$14K
CAL
1069
Capital Advisors Ltd
Ohio
$14K +$3.31K +84 +28%
AWM
1070
Avior Wealth Management
Nebraska
$14K +$4.02K +102 +34%
VCM
1071
Versant Capital Management
Arizona
$13K -$79 -2 -0.5%
KIG
1072
Kessler Investment Group
Indiana
$13K
SN
1073
Sittner & Nelson
Oregon
$13K
GWSG
1074
GPS Wealth Strategies Group
Colorado
$13K +$79 +2 +0.6%
TWM
1075
Tradition Wealth Management
Minnesota
$13K +$236 +6 +2%

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.