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
BJL
1276
Brighton Jones LLC
Washington
-$208K -4,539 Closed
RCM
1277
Radnor Capital Management
Pennsylvania
-$208K -4,532 Closed
FFBTD
1278
First Financial Bank - Trust Division
Ohio
-$207K -4,508 Closed
RG
1279
Rathbones Group
United Kingdom
-$207K -4,505 Closed
ZCA
1280
Zeke Capital Advisors
Pennsylvania
-$207K -4,504 Closed
MLFP
1281
MPS Loria Financial Planners
Illinois
-$206K -4,499 Closed
GBT
1282
Grove Bank & Trust
Florida
-$204K -4,462 Closed
IF
1283
Intrua Financial
Texas
-$204K -4,442 Closed
MCCP
1284
Mission Creek Capital Partners
California
-$203K -4,434 Closed
NME
1285
Notis-McConarty Edward
-$203K -4,415 Closed
AA
1286
Advisory Alpha
Michigan
-$202K -4,413 Closed
AWM
1287
Aberdeen Wealth Management
Illinois
-$202K -4,400 Closed
LWAC
1288
Laurel Wealth Advisors (California)
California
-$202K -4,396 Closed
HH
1289
Hilltop Holdings
Texas
-$202K -4,379 Closed
GD
1290
Grandfield & Dodd
New York
-$200K -4,375 Closed
IWN
1291
Independent Wealth Network
Iowa
-$200K -4,364 Closed
T
1292
TCWP
Ohio
-$197K -4,315 Closed
CC
1293
Commons Capital
Massachusetts
-$195K -4,258 Closed
PP
1294
Paloma Partners
Connecticut
-$89.7K -2,286 Closed
PAG
1295
Paladin Advisory Group
Iowa
-$85.7K -2,183 Closed
Koshinski Asset Management
1296
Koshinski Asset Management
Illinois
-$96.8K -2,111 Closed
HA
1297
Herold Advisors
New York
-$90.3K -1,967 Closed
CSIA
1298
Carl Stuart Investment Advisor
Texas
-$863K -1,882 Closed
FFA
1299
Freedman Financial Associates
Massachusetts
-$69K -1,530 Closed
DB
1300
Dravo Bay
Delaware
-$45.9K -1,000 Closed

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.