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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 %
AAM
526
Advisors Asset Management
Colorado
$938K -$607K -12,483 -39%
BIM
527
Bridges Investment Management
Nebraska
$937K -$7.29K -150 -0.8%
SFS
528
Sowell Financial Services
Arkansas
$936K -$98K -2,016 -9%
BAS
529
Brown Advisory Securities
Maryland
$935K -$36.2K -745 -4%
WB
530
Webster Bank
Connecticut
$932K -$286K -5,893 -24%
APA
531
American Portfolios Advisors
New York
$930K -$96.6K -1,987 -9%
PP
532
Patten & Patten
Tennessee
$925K -$114K -2,340 -11%
AMCA
533
Arthur M. Cohen & Associates
Illinois
$923K – – –
VPIM
534
Vanguard Personalized Indexing Management
California
$920K +$428K +8,809 +87%
WT
535
Washington Trust
Rhode Island
$912K +$136K +2,798 +18%
YIH
536
Y-Intercept (HK)
Hong Kong
$904K -$1.2M -24,773 -57%
DCM
537
Donaldson Capital Management
Indiana
$904K +$240K +4,935 +36%
SCM
538
Shelton Capital Management
Colorado
$903K – – –
SB
539
Simmons Bank
Arkansas
$900K -$25.3K -520 -3%
ECM
540
Estabrook Capital Management
New York
$900K +$41.2K +848 +5%
TSWM
541
Triangle Securities Wealth Management
North Carolina
$896K -$202K -4,150 -18%
TCOT
542
Trust Company of Toledo
Ohio
$894K -$521K -10,715 -37%
BFM
543
Boothbay Fund Management
New York
$888K +$243K +4,999 +38%
PIM
544
Penobscot Investment Management
Massachusetts
$872K +$138K +2,840 +19%
RIM
545
Redpoint Investment Management
Australia
$868K – – –
CCP
546
Corient Capital Partners
California
$865K +$63.2K +1,301 +8%
VI
547
Vestcor Inc
New Brunswick, Canada
$863K -$63.9K -1,315 -7%
TPWA
548
TRUE Private Wealth Advisors
Oregon
$862K -$94.9K -1,948 -10%
CWP
549
Curated Wealth Partners
California
$858K +$15.7K +323 +2%
PA
550
Pinnacle Associates
New York
$856K -$22.7K -466 -3%
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