We are live on ! Find out more
CARR icon

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
CFD
1126
Creative Financial Designs
Indiana
$5K
ME
1127
McIlrath & Eck
Washington
$5K
MAWCM
1128
Mine & Arao Wealth Creation & Management
California
$5K
TJHA
1129
Thomas J. Herzfeld Advisors
Florida
$5K
FGAM
1130
Financial Gravity Asset Management
Texas
$4.57K -$9.81K -250 -22%
FFA
1131
Fairfield Financial Advisors
Massachusetts
$4.45K +$39 +1 +0.8%
HIIFS
1132
Harel Insurance Investments & Financial Services
Israel
$4K -$78.5K -2,000 -95%
PCA
1133
Providence Capital Advisors
North Carolina
$4K -$2.28K -58 -35%
CI Investments Inc
1134
CI Investments Inc
Ontario, Canada
$4K -$118 -3 -3%
SC
1135
Sawyer & Company
Massachusetts
$4K
TCWA
1136
Ten Capital Wealth Advisors
Washington
$4K
SFG
1137
Steward Financial Group
Texas
$4K +$3.57K +91 +190%
UWM
1138
Urban Wealth Management
California
$4K +$3.93K +100 New
TFA
1139
Toth Financial Advisory
Virginia
$3K -$3.02K -77 -46%
CBT
1140
Central Bank & Trust
Kentucky
$3K
TSWM
1141
Tyler-Stone Wealth Management
Ohio
$3K
CCM
1142
Cribstone Capital Management
Maine
$3K +$236 +6 +9%
GFPC
1143
Global Financial Private Client
Florida
$2.66K
Loomis, Sayles & Company
1144
Loomis, Sayles & Company
Massachusetts
$2K -$1.29K -33 -37%
AWM
1145
Atticus Wealth Management
Florida
$2K
PCFFS
1146
Pacific Center for Financial Services
California
$2K
GKIM
1147
GW&K Investment Management
Massachusetts
$2K +$393 +10 +18%
SFO
1148
Standard Family Office
South Dakota
$2K +$1.84K +47 New
PP
1149
PFS Partners
New Jersey
$1.81K
MGIM
1150
M&G Investment Management
United Kingdom
$1.53K -$10.4M -266,044 -86%

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.