CARR icon

Carrier Global
CARR

Overview Fund Activity

1,262 hedge funds and large institutions have $38.4B invested in Carrier Global in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 483 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,262
Holders Change
+23
Holders Change %
+1.86%
% of All Funds
22.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
110
Increased
427
Reduced
483
Closed
74
Calls
$131M
Puts
$112M
Net Calls
+$19.1M
Net Calls Change
+$15.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$720M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$199M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$183M
4
Capital International Investors
Capital International Investors
California
+$141M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$91.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$172M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$149M
3
Citadel Advisors
Citadel Advisors
Florida
-$125M
4
Dodge & Cox
Dodge & Cox
California
-$122M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
576
Columbia Asset Management
Michigan
$809K +$25.8K +499 +3%
EM
577
ELCO Management
New York
$803K +$41.4K +800 +5%
PG
578
Pendal Group
Australia
$797K +$312K +6,025 +64%
IWC
579
Integrated Wealth Concepts
Massachusetts
$796K +$480K +9,284 +152%
HFBOT
580
Home Federal Bank of Tennessee
Tennessee
$790K -$518 -10 -0.1%
BIM
581
Baldwin Investment Management
Pennsylvania
$785K +$5.18K +100 +0.7%
BST
582
Bath Savings Trust
Maine
$776K +$21.7K +419 +3%
FWM
583
Frontier Wealth Management
Missouri
$767K -$26.4K -510 -3%
FPS
584
Fieldpoint Private Securities
Connecticut
$763K +$42.3K +818 +6%
Assenagon Asset Management
585
Assenagon Asset Management
Luxembourg
$762K +$487K +9,413 +177%
CCM
586
Compton Capital Management
Rhode Island
$761K -$5.18K -100 -0.7%
SC
587
SouthState Corp
Florida
$759K -$15.9K -307 -2%
VVP
588
Venture Visionary Partners
Ohio
$754K +$122K +2,363 +19%
TNA
589
True North Advisors
Texas
$753K – – –
AAM
590
Advisors Asset Management
Colorado
$748K -$251K -4,857 -25%
AAM
591
AR Asset Management
California
$745K – – –
FNFDCM
592
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$741K -$28.9K -559 -4%
TW
593
Transform Wealth
Colorado
$735K -$109K -2,105 -13%
AAM
594
Ascension Asset Management
New York
$734K – – –
IGGA
595
Iron Gate Global Advisors
Utah
$732K -$9.54K -185 -1%
BFA
596
Brendel Financial Advisors
New Hampshire
$729K – – –
EHC
597
Everett Harris & Co
California
$726K -$5.18K -100 -0.7%
Vontobel Holding
598
Vontobel Holding
Switzerland
$724K -$184K -3,562 -20%
BFA
599
Benedict Financial Advisors
Georgia
$724K +$673 +13 +0.1%
JWCA
600
J.W. Cole Advisors
Florida
$721K +$70.7K +1,366 +11%
22 23
24
25 26