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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
NICM
1201
Neo Ivy Capital Management
New York
-$76K -2,133 Closed
VRM
1202
Vectors Research Management
New York
-$75K -2,099 Closed
HFS
1203
Heritage Financial Services
Massachusetts
-$52K -1,475 Closed
RIM
1204
Rockbridge Investment Management
New York
-$51.1K -1,432 Closed
GLLW
1205
Graves Light Lenhart Wealth
Virginia
-$44K -1,238 Closed
CWP
1206
Concord Wealth Partners
Virginia
-$39K -1,102 Closed
AP
1207
Arlington Partners
Alabama
-$37K -1,046 Closed
GWMIA
1208
Global Wealth Management Investment Advisory
Florida
-$23K -650 Closed
CJL
1209
Cyrus J. Lawrence
New York
-$22K -604 Closed
HWA
1210
HHM Wealth Advisors
Tennessee
-$21K -579 Closed
FBC
1211
Fairfield, Bush & Co
Connecticut
-$19K -542 Closed
DWP
1212
Destiny Wealth Partners
Florida
-$19K -540 Closed
SIAP
1213
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$18K -500 Closed
CIA
1214
Cascade Investment Advisors
Oregon
-$14.7K -413 Closed
BMD
1215
Better Money Decisions
New Mexico
-$14K -400 Closed
GIA
1216
GHP Investment Advisors
Colorado
-$9K -256 Closed
VCM
1217
Vigilant Capital Management
Maine
-$9K -244 Closed
SFG
1218
Steward Financial Group
Texas
-$4K -139 Closed
CBT
1219
Central Bank & Trust
Kentucky
-$3K -83 Closed
GKIM
1220
GW&K Investment Management
Massachusetts
-$2K -65 Closed
WWMSC
1221
Wagner Wealth Management (South Carolina)
South Carolina
-$1.65K -42 Closed
BBPWM
1222
Blue Bell Private Wealth Management
Pennsylvania
-$1K -30 Closed
CWM
1223
Curi Wealth Management
North Carolina
-$1K -28 Closed
WAS
1224
Winch Advisory Services
Wisconsin
-$1K -20 Closed
PA
1225
PSI Advisors
Florida
+$236 +6 New

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.