Carrier Global
CARR
1,345 hedge funds and large institutions have $40B invested in Carrier Global in 2021 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 389 increasing their positions, 547 reducing their positions, and 86 closing their positions.
112% more first-time investments, than exits
New positions opened: 182 | Existing positions closed: 86
6% more funds holding
Funds holding: 1,270 → 1,345 (+75)
4% more capital invested
Capital invested by funds: $38.4B → $40B (+$1.53B)
0.49% less ownership
Funds ownership: 85.55% → 85.07% (-0.49%)
10% less call options, than puts
Call options by funds: $99.3M | Put options by funds: $110M
29% less repeat investments, than reductions
Existing positions increased: 389 | Existing positions reduced: 547
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$537M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$277M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$138M |
| 4 |
KBC Group
Brussels,
Belgium
|
+$71.9M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$58.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$159M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$159M |
| 3 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$119M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$111M |
| 5 |
BlackRock
New York
|
-$94.5M |
CARR Hedge Fund Activity: Q4 2021 in Review
1,345 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q4 2021, worth a combined $40B — up 4% from $38.4B a quarter earlier.
Buyers outnumbered sellers: 182 funds opened new CARR positions and 86 closed out — a net gain of 96 holders — while 389 added to existing stakes and 547 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $537M. The largest seller was Fidelity Investments, cutting an estimated $159M.
- 1,345 institutional investors held Carrier Global (CARR) as of Q4 2021, up from 1,270 in Q3 2021.
- Funds reported $40B of Carrier Global stock for Q4 2021, up 4% quarter-over-quarter.
- 182 funds opened new Carrier Global positions in Q4 2021 and 86 closed out, a net change of +96 holders.
- The largest Carrier Global buyer in Q4 2021 was Capital Research Global Investors, an estimated $537M added.
- The largest Carrier Global seller in Q4 2021 was Fidelity Investments, an estimated $159M sold.
Based on aggregated 13F filings for Q4 2021.