Carrier Global
CARR
1,344 hedge funds and large institutions have $39.8B invested in Carrier Global in 2021 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 390 increasing their positions, 546 reducing their positions, and 85 closing their positions.
113% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 85
6% more funds holding
Funds holding: 1,268 → 1,344 (+76)
4% more capital invested
Capital invested by funds: $38.4B → $39.8B (+$1.43B)
0.58% less ownership
Funds ownership: 85.55% → 84.97% (-0.58%)
6% less call options, than puts
Call options by funds: $99.3M | Put options by funds: $105M
29% less repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 546
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
1,344 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q4 2021, worth a combined $39.8B — up 3.7% from $38.4B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new CARR positions and 85 closed out — a net gain of 96 holders — while 390 added to existing stakes and 546 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $537M. The largest seller was Fidelity Investments, cutting an estimated $159M.
- 1,344 institutional investors held Carrier Global (CARR) as of Q4 2021, up from 1,268 in Q3 2021.
- Funds reported $39.8B of Carrier Global stock for Q4 2021, up 3.7% quarter-over-quarter.
- 181 funds opened new Carrier Global positions in Q4 2021 and 85 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.