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
MHC
201
Meyer Handelman Company
New York
$5.61M -$55K -1,400 -0.9%
II
202
IFM Investors
Australia
$5.6M +$303K +7,719 +5%
Fayez Sarofim & Co
203
Fayez Sarofim & Co
Texas
$5.58M -$343K -8,740 -5%
AAF
204
Andra AP-fonden
Sweden
$5.57M +$6.13M +156,100 New
LOAMS
205
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.5M +$4.05M +103,262 +203%
PAG
206
Private Advisor Group
New Jersey
$5.4M -$48.8K -1,244 -0.8%
URS
207
Utah Retirement Systems
Utah
$5.39M -$62.8K -1,600 -1%
PTC
208
Philadelphia Trust Company
Pennsylvania
$5.37M -$162K -4,131 -3%
SPIA
209
Steward Partners Investment Advisory
New York
$5.37M -$170K -4,325 -3%
Neuberger Berman Group
210
Neuberger Berman Group
New York
$5.36M -$239K -6,079 -4%
MKC
211
M. Kraus & Co
Vermont
$5.3M -$2.24K -57 -0%
WCM
212
Windward Capital Management
California
$5.24M +$33.8K +860 +0.6%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$5.24M -$451K -11,495 -7%
MML Investors Services
214
MML Investors Services
Massachusetts
$5.23M -$165K -4,203 -3%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$5.22M +$276K +7,042 +5%
PAIM
216
Punch & Associates Investment Management
Minnesota
$5.11M -$22.2K -566 -0.4%
CS
217
Comerica Securities
Michigan
$5.05M -$645K -16,435 -10%
KCM
218
Kanawha Capital Management
Virginia
$4.95M -$159K -4,050 -3%
AWCI
219
Alpine Woods Capital Investors
New York
$4.9M +$3.73M +95,038 +224%
SSA
220
Schonfeld Strategic Advisors
New York
$4.88M -$16.9M -430,758 -76%
HF
221
HRT Financial
New York
$4.86M +$3.82M +97,438 +251%
FAF
222
Fjarde Ap-fonden
Sweden
$4.85M -$1.51M -38,400 -22%
NYLIM
223
New York Life Investment Management
New York
$4.8M +$5.28M +134,574 New
Schroder Investment Management Group
224
Schroder Investment Management Group
United Kingdom
$4.79M -$74K -1,886 -1%
GIBU
225
Gulf International Bank (UK)
United Kingdom
$4.76M +$40.4K +1,030 +0.8%

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.