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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
DI
1076
Disciplined Investments
Oklahoma
$13K +$2.17K +55 +17%
CMA
1077
Cedar Mountain Advisors
Oregon
$12K
TIM
1078
Tortoise Investment Management
New York
$12K
TLCM
1079
Twin Lakes Capital Management
California
$12K +$13.6K +346 New
AFS
1080
Annapolis Financial Services
Maryland
$11K
EWM
1081
Endurance Wealth Management
Rhode Island
$11K
LFA
1082
Level Financial Advisors
New York
$11K
OA
1083
Operose Advisors
Wisconsin
$11K
LFG
1084
Larson Financial Group
Missouri
$10K +$39 +1 +0.4%
MBFW
1085
Morton Brown Family Wealth
Pennsylvania
$9K -$4.73K -120 -33%
NSB
1086
Norway Savings Bank
Maine
$9K -$3.94K -100 -29%
AA
1087
AlphaMark Advisors
Kentucky
$9K
BLC
1088
Brown, Lisle/Cummings
Rhode Island
$8K
BWL
1089
Bogart Wealth LLC
Virginia
$8K
PP
1090
PrairieView Partners
Minnesota
$8K
PFA
1091
Professional Financial Advisors
Nebraska
$8K
RA
1092
Rise Advisors
New York
$8K
SAM
1093
Strategic Asset Management
Minnesota
$8K
MFA
1094
McClarren Financial Advisors
Pennsylvania
$8K +$9.37K +238 New
WWP
1095
WR Wealth Planners
Missouri
$7.11K
FPFS
1096
First Personal Financial Services
North Carolina
$7K -$7.09K -180 -47%
FPB
1097
First PREMIER Bank
South Dakota
$7K
SC
1098
Schubert & Co
Texas
$7K +$1.42K +36 +22%
SWM
1099
Selective Wealth Management
Virginia
$6K -$15.9K -405 -71%
FWM
1100
Focused Wealth Management
New York
$6K

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.