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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
CB
1076
CNB Bank
Pennsylvania
$17K -$2.2K -56 -11%
CCA
1077
Column Capital Advisors
Indiana
$17K
MFT
1078
Moisand Fitzgerald Tamayo
Florida
$17K +$18.4K +469 New
BCPWM
1079
Bradley & Co Private Wealth Management
Florida
$16K
WB
1080
West Bancorporation
Iowa
$16K
CIA
1081
Cascade Investment Advisors
Oregon
$14.7K
SWA
1082
SOA Wealth Advisors
New York
$14K -$11.4K -290 -41%
JWM
1083
Janiczek Wealth Management
Colorado
$14K -$2.71K -69 -17%
VCM
1084
Versant Capital Management
Arizona
$14K -$353 -9 -2%
EARNEST Partners
1085
EARNEST Partners
Georgia
$14K
FPFS
1086
First Personal Financial Services
North Carolina
$14K
CBT
1087
CoreFirst Bank & Trust
Kansas
$14K +$11.8K +300 +300%
BMD
1088
Better Money Decisions
New Mexico
$14K +$15.7K +400 New
KIG
1089
Kessler Investment Group
Indiana
$13K -$3.69M -94,060 -100%
MBFW
1090
Morton Brown Family Wealth
Pennsylvania
$13K
SN
1091
Sittner & Nelson
Oregon
$13K
TWM
1092
Tradition Wealth Management
Minnesota
$13K +$39 +1 +0.3%
GWSG
1093
GPS Wealth Strategies Group
Colorado
$13K +$8.99K +229 +172%
BIA
1094
Bell Investment Advisors
California
$13K +$14.8K +377 New
BA
1095
Bivin & Associates
Oklahoma
$12K -$12.8K -325 -50%
CMA
1096
Cedar Mountain Advisors
Oregon
$12K
NSB
1097
Norway Savings Bank
Maine
$12K
TIM
1098
Tortoise Investment Management
New York
$12K
EWM
1099
Endurance Wealth Management
Rhode Island
$11K -$1.96K -50 -14%
DI
1100
Disciplined Investments
Oklahoma
$11K -$1.22K -31 -9%

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.