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Carrier Global
CARR

1,217 hedge funds and large institutions have $29.6B invested in Carrier Global in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 391 increasing their positions, 443 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 62

34% more call options, than puts

Call options by funds: $80.5M | Put options by funds: $60.3M

16% more capital invested

Capital invested by funds: $25.6B → $29.6B (+$3.99B)

6% more funds holding

Funds holding: 1,153 → 1,217 (+64)

0.02% less ownership

Funds ownership: 85.75% → 85.73% (-0.02%)

12% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 443

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
1,217
Holders Change
+64
Holders Change %
+5.55%
% of All Funds
19.56%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
150
Increased
391
Reduced
443
Closed
62
Calls
$80.5M
Puts
$60.3M
Net Calls
+$20.3M
Net Calls Change
-$1.97M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$233M
2
Victory Capital Management
Victory Capital Management
Texas
+$154M
3
Morgan Stanley
Morgan Stanley
New York
+$58.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$41.4M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$217M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$171M
3
Capital International Investors
Capital International Investors
California
-$76.5M
4
Amundi
Amundi
France
-$73.3M
5
Renaissance Technologies
Renaissance Technologies
New York
-$61.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1176
High Net Worth Advisory Group
Florida
$4.13K -$1.18K -29 -22%
BHWM
1177
Beaird Harris Wealth Management
Texas
$4.13K +$4.06K +100 New
AWM
1178
Abound Wealth Management
Tennessee
$4.09K +$2.35K +58 +141%
WPWM
1179
Western Pacific Wealth Management
Illinois
$4.08K +$4.02K +99 New
MPCL
1180
My Personal CFO LLC
Washington
$3.84K +$3.77K +93 New
TFA
1181
Toth Financial Advisory
Virginia
$3.71K – – –
GFPC
1182
Global Financial Private Client
Florida
$3.05K – – –
SC
1183
Sawyer & Company
Massachusetts
$3K – – –
TSWM
1184
Tyler-Stone Wealth Management
Ohio
$3K – – –
EE
1185
EWG Elevate
California
$2.93K +$2.88K +71 New
AWM
1186
Atticus Wealth Management
Florida
$2.89K – – –
CCM
1187
Cribstone Capital Management
Maine
$2.68K – – –
MYAM
1188
Meiji Yasuda Asset Management
Japan
$2.38K -$2.15K -53 -0.1%
FFL
1189
Financial Freedom LLC
Ohio
$2.25K +$2.23K +55 New
PP
1190
PFS Partners
New Jersey
$2.11K – – –
ANBT
1191
American National Bank & Trust
Texas
$2K +$243 +6 +16%
ARS
1192
Adirondack Retirement Specialists
New York
$1.65K – – –
TCM
1193
TD Capital Management
Tennessee
$1.65K – – –
WPA
1194
West Paces Advisors
Georgia
$1.65K – – –
TCWA
1195
Ten Capital Wealth Advisors
Washington
$1.53K -$730 -18 -33%
MAM
1196
Marquette Asset Management
Minnesota
$1.53K +$1.5K +37 New
IRC
1197
Investors Research Corp
Georgia
$1.44K – – –
WWM
1198
Wolff Wiese Magana
California
$1.32K – – –
TCA
1199
Trifecta Capital Advisors
Illinois
$1.28K +$1.26K +31 New
SWM
1200
Sanctuary Wealth Management
Idaho
$1.16K +$1.14K +28 New
46 47
48
49 50

CARR Hedge Fund Activity: Q4 2022 in Review

1,217 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q4 2022, worth a combined $29.6B — up 16% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new CARR positions and 62 closed out — a net gain of 88 holders — while 391 added to existing stakes and 443 trimmed.

The largest buyer was Capital World Investors, adding an estimated $233M. The largest seller was Citadel Advisors, cutting an estimated $217M.

  • 1,217 institutional investors held Carrier Global (CARR) as of Q4 2022, up from 1,153 in Q3 2022.
  • Funds reported $29.6B of Carrier Global stock for Q4 2022, up 16% quarter-over-quarter.
  • 150 funds opened new Carrier Global positions in Q4 2022 and 62 closed out, a net change of +88 holders.
  • The largest Carrier Global buyer in Q4 2022 was Capital World Investors, an estimated $233M added.
  • The largest Carrier Global seller in Q4 2022 was Citadel Advisors, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2022.