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Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$871M
2
Bank of America
Bank of America
North Carolina
+$784M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$349M
4
Capital International Investors
Capital International Investors
California
+$201M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$103M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.03B
2
DSA
Davis Selected Advisers
Arizona
-$726M
3
SCA
Southpoint Capital Advisors
New York
-$438M
4
BlackRock
BlackRock
New York
-$209M
5
Dodge & Cox
Dodge & Cox
California
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
451
Crestwood Advisors Group
Massachusetts
$1.36M -$269K -5,526 -16%
MBT
452
Montecito Bank & Trust
California
$1.36M +$24K +495 +2%
BRWA
453
B. Riley Wealth Advisors
Florida
$1.35M +$154K +3,230 +13%
WPC
454
Waters Parkerson & Co
Louisiana
$1.35M – – –
SBH
455
Segall Bryant & Hamill
Illinois
$1.35M -$178K -3,655 -12%
DY
456
Dowling & Yahnke
California
$1.32M -$4.96K -102 -0.4%
PWP
457
Principle Wealth Partners
Connecticut
$1.31M -$23.4K -482 -2%
IC
458
Inscription Capital
Texas
$1.31M +$1.31M +26,977 New
Simplex Trading
459
Simplex Trading
Illinois
$1.3M +$896K +18,441 +222%
Los Angeles Capital Management
460
Los Angeles Capital Management
California
$1.29M -$13.8M -283,453 -91%
SPC
461
Sigma Planning Corp
Michigan
$1.28M +$477K +9,821 +59%
NSEDCP
462
NJ State Employees Deferred Compensation Plan
New Jersey
$1.26M – – –
HFM
463
Hartford Financial Management
Connecticut
$1.26M -$1.17K -24 -0.1%
EIP
464
Ellis Investment Partners
Pennsylvania
$1.26M +$7.04K +145 +0.6%
Northwestern Mutual Wealth Management
465
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$91.6K +1,884 +8%
CI
466
Cigna Investments
Connecticut
$1.25M -$187K -3,851 -13%
EFS
467
Essex Financial Services
Connecticut
$1.24M – – –
LC
468
Lavaca Capital
Texas
$1.24M +$1.24M +25,507 New
SIC
469
Salem Investment Counselors
North Carolina
$1.24M -$36.5K -750 -3%
CC
470
Courier Capital
New York
$1.24M -$64.8K -1,333 -5%
First Manhattan
471
First Manhattan
New York
$1.23M – – –
UAM
472
UAS Asset Management
New York
$1.22M – – –
SA
473
Shilanski & Associates
Alaska
$1.22M +$51.4K +1,057 +4%
AC
474
Allstate Corporation
Illinois
$1.22M -$113K -2,326 -9%
SM
475
Southport Management
Wyoming
$1.22M – – –
17 18
19
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