We are live on ! Find out more
CARR icon

Carrier Global

1,262 hedge funds and large institutions have $33.9B invested in Carrier Global in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 370 increasing their positions, 566 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $87.7M | Put options by funds: $55.5M

1.59% more ownership

Funds ownership: 84.97%86.56% (+1.6%)

6% less funds holding

Funds holding: 1,3441,262 (-82)

15% less capital invested

Capital invested by funds: $39.8B → $33.9B (-$5.95B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

35% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 566

41% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 156

Holders
1,262
Holders Change
-82
Holders Change %
-6.1%
% of All Funds
19.91%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
92
Increased
370
Reduced
566
Closed
156
Calls
$87.7M
Puts
$55.5M
Net Calls
+$32.2M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$25.2M +$7.27M +154,418 +39%
LOAME
102
Lombard Odier Asset Management (Europe)
United Kingdom
$25M -$2.01M -42,727 -7%
DAM
103
Delta Asset Management
Tennessee
$24.5M +$182K +3,870 +0.7%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$24.1M -$267K -5,680 -1%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$24M +$4.34M +92,200 +21%
CI
106
Capital International
California
$23.9M +$2.75M +58,420 +13%
Stifel Financial
107
Stifel Financial
Missouri
$22.6M -$1.65M -35,058 -7%
RBCM
108
Raub Brock Capital Management
California
$22.4M -$3.67M -78,016 -14%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$21.7M +$15.1M +320,836 +187%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$21.7M -$316K -6,713 -1%
CAM
111
ClariVest Asset Management
California
$21.6M +$899K +19,100 +4%
RIG
112
Roosevelt Investment Group
New York
$21.4M +$560K +11,894 +3%
Creative Planning
113
Creative Planning
Kansas
$21.3M +$16.1M +342,174 +280%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$21.3M -$717K -15,233 -3%
Jane Street
115
Jane Street
New York
$21.2M +$12.3M +261,009 +130%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.1M -$1.57M -33,386 -7%
GIA
117
Gateway Investment Advisers
Ohio
$21M +$3.79M +80,576 +21%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$20.7M +$3.68M +78,215 +21%
WCA
119
Waratah Capital Advisors
Ontario, Canada
$20.6M -$1.86M -39,560 -8%
MIH
120
Meitav Investment House
Israel
$20.6M -$8.01M -170,000 -27%
FWCM
121
Ferguson Wellman Capital Management
Oregon
$20.3M -$363K -7,702 -2%
Swedbank
122
Swedbank
Sweden
$19.9M
Mitsubishi UFJ Asset Management
123
Mitsubishi UFJ Asset Management
Japan
$19.8M +$1.22M +25,981 +6%
Mitsubishi UFJ Trust & Banking
124
Mitsubishi UFJ Trust & Banking
Japan
$19.5M -$927K -19,688 -4%
PAS
125
Professional Advisory Services
Florida
$19.2M +$2.19M +46,421 +12%

CARR Hedge Fund Activity: Q1 2022 in Review

1,262 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q1 2022, worth a combined $33.9B — down 15% from $39.8B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of CARR and 92 opened new positions — a net loss of 64 holders — while 566 trimmed existing stakes and 370 added.

The largest buyer was Capital World Investors, adding an estimated $777M. The largest seller was Bank of America, cutting an estimated $314M.

  • 1,262 institutional investors held Carrier Global (CARR) as of Q1 2022, down from 1,344 in Q4 2021.
  • Funds reported $33.9B of Carrier Global stock for Q1 2022, down 15% quarter-over-quarter.
  • 92 funds opened new Carrier Global positions in Q1 2022 and 156 closed out, a net change of -64 holders.
  • The largest Carrier Global buyer in Q1 2022 was Capital World Investors, an estimated $777M added.
  • The largest Carrier Global seller in Q1 2022 was Bank of America, an estimated $314M sold.

Based on aggregated 13F filings for Q1 2022.