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Carrier Global
CARR

1,217 hedge funds and large institutions have $29.6B invested in Carrier Global in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 391 increasing their positions, 443 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 62

34% more call options, than puts

Call options by funds: $80.5M | Put options by funds: $60.3M

16% more capital invested

Capital invested by funds: $25.6B → $29.6B (+$3.99B)

6% more funds holding

Funds holding: 1,153 → 1,217 (+64)

0.02% less ownership

Funds ownership: 85.75% → 85.73% (-0.02%)

12% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 443

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
1,217
Holders Change
+64
Holders Change %
+5.55%
% of All Funds
19.56%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
150
Increased
391
Reduced
443
Closed
62
Calls
$80.5M
Puts
$60.3M
Net Calls
+$20.3M
Net Calls Change
-$1.97M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$233M
2
Victory Capital Management
Victory Capital Management
Texas
+$154M
3
Morgan Stanley
Morgan Stanley
New York
+$58.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$41.4M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$217M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$171M
3
Capital International Investors
Capital International Investors
California
-$76.5M
4
Amundi
Amundi
France
-$73.3M
5
Renaissance Technologies
Renaissance Technologies
New York
-$61.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.84B +$10.7M +264,882 +0.3%
Capital World Investors
2
Capital World Investors
California
$3.34B +$233M +5,745,129 +8%
Capital Research Global Investors
3
Capital Research Global Investors
California
$3.22B -$171M -4,209,409 -5%
BlackRock
4
BlackRock
New York
$2.42B +$17.5M +432,309 +0.7%
Capital International Investors
5
Capital International Investors
California
$2.34B -$76.5M -1,884,794 -3%
State Street
6
State Street
Massachusetts
$1.36B +$998K +24,588 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$701M +$14.9M +366,145 +2%
N
8
Nuveen
North Carolina
$680M -$25.4M -625,806 -4%
Dodge & Cox
9
Dodge & Cox
California
$676M -$54.3M -1,339,025 -8%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$503M -$20.9M -515,229 -4%
Northern Trust
11
Northern Trust
Illinois
$398M +$11.6M +285,212 +3%
Morgan Stanley
12
Morgan Stanley
New York
$388M +$58.6M +1,443,747 +18%
AWA
13
Arete Wealth Advisors
Illinois
$314M -$5.88K -145 -2%
Norges Bank
14
Norges Bank
Norway
$298M +$4.05M +99,814 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$297M +$5.3M +130,579 +2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$264M +$41.7M +1,026,747 +19%
Legal & General Group
17
Legal & General Group
United Kingdom
$229M -$12M -296,099 -5%
Invesco
18
Invesco
Georgia
$218M -$5.4M -133,047 -2%
Fisher Asset Management
19
Fisher Asset Management
Washington
$214M +$12.8M +315,297 +6%
BAM
20
Burgundy Asset Management
Ontario, Canada
$208M -$812K -19,999 -0.4%
Primecap Management
21
Primecap Management
California
$200M -$2.43M -59,900 -1%
UBS AM
22
UBS AM
Illinois
$198M +$4.74M +116,848 +2%
Charles Schwab
23
Charles Schwab
California
$189M +$3.29M +81,082 +2%
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$187M -$21.6M -531,120 -10%
Bank of America
25
Bank of America
North Carolina
$180M +$3.92M +96,689 +2%
1
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CARR Hedge Fund Activity: Q4 2022 in Review

1,217 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q4 2022, worth a combined $29.6B — up 16% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new CARR positions and 62 closed out — a net gain of 88 holders — while 391 added to existing stakes and 443 trimmed.

The largest buyer was Capital World Investors, adding an estimated $233M. The largest seller was Citadel Advisors, cutting an estimated $217M.

  • 1,217 institutional investors held Carrier Global (CARR) as of Q4 2022, up from 1,153 in Q3 2022.
  • Funds reported $29.6B of Carrier Global stock for Q4 2022, up 16% quarter-over-quarter.
  • 150 funds opened new Carrier Global positions in Q4 2022 and 62 closed out, a net change of +88 holders.
  • The largest Carrier Global buyer in Q4 2022 was Capital World Investors, an estimated $233M added.
  • The largest Carrier Global seller in Q4 2022 was Citadel Advisors, an estimated $217M sold.

Based on aggregated 13F filings for Q4 2022.