Carrier Global
CARR
1,258 hedge funds and large institutions have $38.3B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 386 increasing their positions, 507 reducing their positions, and 88 closing their positions.
32% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 88
14% more capital invested
Capital invested by funds: $33.5B → $38.3B (+$4.72B)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
4.38% more ownership
Funds ownership: 87.88% → 92.26% (+4.4%)
2% more funds holding
Funds holding: 1,236 → 1,258 (+22)
16% less call options, than puts
Call options by funds: $150M | Put options by funds: $178M
24% less repeat investments, than reductions
Existing positions increased: 386 | Existing positions reduced: 507
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$947M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$352M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$269M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$194M |
| 5 |
BlackRock
New York
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$305M |
| 2 |
Renaissance Technologies
New York
|
-$69M |
| 3 |
PAM
PineStone Asset Management
Montreal,
Quebec, Canada
|
-$62.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$53.3M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$52.2M |
CARR Hedge Fund Activity: Q2 2023 in Review
1,258 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q2 2023, worth a combined $38.3B — up 14% from $33.5B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new CARR positions and 88 closed out — a net gain of 28 holders — while 386 added to existing stakes and 507 trimmed.
The largest buyer was Capital International Investors, adding an estimated $947M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $305M sold.
- 1,258 institutional investors held Carrier Global (CARR) as of Q2 2023, up from 1,236 in Q1 2023.
- Funds reported $38.3B of Carrier Global stock for Q2 2023, up 14% quarter-over-quarter.
- 116 funds opened new Carrier Global positions in Q2 2023 and 88 closed out, a net change of +28 holders.
- The largest Carrier Global buyer in Q2 2023 was Capital International Investors, an estimated $947M added.
- The largest Carrier Global seller in Q2 2023 was Balyasny Asset Management, an estimated $305M sold.
Based on aggregated 13F filings for Q2 2023.