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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
IBOK
1101
Independence Bank of Kentucky
Kentucky
$6K
Kayne Anderson Rudnick Investment Management
1102
Kayne Anderson Rudnick Investment Management
California
$6K
MWC
1103
MBM Wealth Consultants
Missouri
$6K
HWMA
1104
Heritage Wealth Management (Arizona)
Arizona
$6K +$473 +12 +7%
FMP
1105
Financial Management Professionals
Texas
$5K -$14.9K -379 -71%
HNWAG
1106
High Net Worth Advisory Group
Florida
$5K
ME
1107
McIlrath & Eck
Washington
$5K
MAWCM
1108
Mine & Arao Wealth Creation & Management
California
$5K
TJHA
1109
Thomas J. Herzfeld Advisors
Florida
$5K
CFD
1110
Creative Financial Designs
Indiana
$5K +$39 +1 +0.7%
FGAM
1111
Financial Gravity Asset Management
Texas
$4.82K -$2.83K -72 -8%
FFA
1112
Fairfield Financial Advisors
Massachusetts
$4.45K
HIIFS
1113
Harel Insurance Investments & Financial Services
Israel
$4K
PCA
1114
Providence Capital Advisors
North Carolina
$4K
JFGIW
1115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$68.1K -1,729 -96%
TFA
1116
Toth Financial Advisory
Virginia
$3K
TSWM
1117
Tyler-Stone Wealth Management
Ohio
$3K
GFPC
1118
Global Financial Private Client
Florida
$2.72K
TCWA
1119
Ten Capital Wealth Advisors
Washington
$2K -$2.36K -60 -52%
SC
1120
Sawyer & Company
Massachusetts
$2K -$2.17K -55 -47%
CCM
1121
Cribstone Capital Management
Maine
$2K -$236 -6 -8%
AWM
1122
Atticus Wealth Management
Florida
$2K
Loomis, Sayles & Company
1123
Loomis, Sayles & Company
Massachusetts
$2K
PCFFS
1124
Pacific Center for Financial Services
California
$2K
SFO
1125
Standard Family Office
South Dakota
$2K

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.