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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
SIC
1126
SJS Investment Consulting
Ohio
$2K +$2.17K +55 New
PP
1127
PFS Partners
New Jersey
$1.81K
AWM
1128
Abound Wealth Management
Tennessee
$1.46K +$1.61K +41 New
WPA
1129
West Paces Advisors
Georgia
$1.42K
SC
1130
Sierra Capital
Florida
$1K -$24.2K -614 -95%
GWMI
1131
Guardian Wealth Management (Illinois)
Illinois
$1K
HWM
1132
HighMark Wealth Management
Minnesota
$1K
IRC
1133
Investors Research Corp
Georgia
$1K
OAJ
1134
Ogorek Anthony Joseph
New York
$1K
SSC
1135
Syverson Strege & Co
Iowa
$1K
TFGT
1136
TS Financial Group (TSFG)
Illinois
$1K
WWM
1137
Wolff Wiese Magana
California
$1K +$197 +5 +19%
SWM
1138
Stapp Wealth Management
Washington
$1K +$1.06K +27 New
ANBT
1139
American National Bank & Trust
Texas
$1K +$1.1K +28 +280%
ARS
1140
Adirondack Retirement Specialists
New York
$1K +$1.57K +40 New
TCM
1141
TD Capital Management
Tennessee
$1K +$1.57K +40 New
CIAS
1142
CFS Investment Advisory Services
New Jersey
$1K +$763K +19,381 New
PWP
1143
Principle Wealth Partners
Connecticut
$914 -$4.13K -105 -0.4%
PCH
1144
Polar Capital Holdings
United Kingdom
$663
BIM
1145
Baldwin Investment Management
Pennsylvania
$533 +$25.6K +650 +5%
WIM
1146
Westside Investment Management
California
$12
JCM
1147
Junto Capital Management
New York
-$29.6M -829,561 Closed
BA
1148
Bridgewater Associates
Connecticut
-$15.1M -424,427 Closed
HF
1149
HRT Financial
New York
-$4.86M -136,187 Closed
WMSA
1150
Weiss Multi-Strategy Advisers
New York
-$4.42M -124,000 Closed

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.