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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
ERSOT
126
Employees Retirement System of Texas
Texas
$14.5M +$12.3M +311,712 +328%
Treasurer of the State of North Carolina
127
Treasurer of the State of North Carolina
North Carolina
$14M +$409K +10,383 +3%
GCM
128
Graham Capital Management
Connecticut
$14M +$12.2M +308,718 +368%
Asset Management One
129
Asset Management One
Japan
$13.6M -$227K -5,754 -1%
CWM
130
Connecticut Wealth Management
Connecticut
$13.5M +$79 +2 +0%
Canada Pension Plan Investment Board
131
Canada Pension Plan Investment Board
Ontario, Canada
$13.2M +$1.5M +37,970 +11%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$13M +$608K +15,438 +4%
Aviva
133
Aviva
United Kingdom
$12.6M -$7.54M -191,344 -35%
M&T Bank
134
M&T Bank
New York
$12.1M -$258K -6,561 -2%
Victory Capital Management
135
Victory Capital Management
Texas
$11.9M -$8.76M -222,510 -40%
BCM
136
Becker Capital Management
Oregon
$11.8M +$13.1M +333,003 New
TAM
137
Tocqueville Asset Management
New York
$11.8M -$1.97K -50 -0%
SAM
138
Storebrand Asset Management
Norway
$11.7M -$2.45M -62,280 -16%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$11.6M +$892K +22,644 +7%
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$11.6M -$22.6M -574,958 -64%
IP
141
Interval Partners
New York
$11.3M +$4.2M +106,631 +51%
TD Asset Management
142
TD Asset Management
Ontario, Canada
$11M +$348K +8,848 +3%
US Bancorp
143
US Bancorp
Minnesota
$11M -$391K -9,924 -3%
Comerica Bank
144
Comerica Bank
Texas
$10.8M +$348K +8,827 +3%
LOAME
145
Lombard Odier Asset Management (Europe)
United Kingdom
$10.7M -$7.26M -184,312 -38%
Royal London Asset Management
146
Royal London Asset Management
United Kingdom
$10.2M -$580K -14,739 -5%
WF
147
Welch & Forbes
Massachusetts
$10.1M -$101K -2,560 -0.9%
CIS
148
Capital International Sarl
California
$9.98M +$833K +21,140 +8%
Retirement Systems of Alabama
149
Retirement Systems of Alabama
Alabama
$9.94M -$7.55M -191,812 -41%
Osaic Holdings
150
Osaic Holdings
Arizona
$9.93M +$66.4K +1,686 +0.6%

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.