Carrier Global
CARR
1,237 hedge funds and large institutions have $33.5B invested in Carrier Global in 2023 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 405 increasing their positions, 466 reducing their positions, and 71 closing their positions.
70% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 71
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
38% more call options, than puts
Call options by funds: $103M | Put options by funds: $74.2M
13% more capital invested
Capital invested by funds: $29.6B → $33.5B (+$3.94B)
2.15% more ownership
Funds ownership: 85.73% → 87.88% (+2.1%)
2% more funds holding
Funds holding: 1,217 → 1,237 (+20)
13% less repeat investments, than reductions
Existing positions increased: 405 | Existing positions reduced: 466
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$686M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$293M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$282M |
| 4 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
+$98.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$69.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$368M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$124M |
| 3 |
Man Group
London,
United Kingdom
|
-$102M |
| 4 |
Renaissance Technologies
New York
|
-$84M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$82.2M |
CARR Hedge Fund Activity: Q1 2023 in Review
1,237 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q1 2023, worth a combined $33.5B — up 13% from $29.6B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new CARR positions and 71 closed out — a net gain of 50 holders — while 405 added to existing stakes and 466 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $686M. The largest seller was Capital World Investors, cutting an estimated $368M.
- 1,237 institutional investors held Carrier Global (CARR) as of Q1 2023, up from 1,217 in Q4 2022.
- Funds reported $33.5B of Carrier Global stock for Q1 2023, up 13% quarter-over-quarter.
- 121 funds opened new Carrier Global positions in Q1 2023 and 71 closed out, a net change of +50 holders.
- The largest Carrier Global buyer in Q1 2023 was T. Rowe Price Associates, an estimated $686M added.
- The largest Carrier Global seller in Q1 2023 was Capital World Investors, an estimated $368M sold.
Based on aggregated 13F filings for Q1 2023.