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Carrier Global
CARR

Overview Fund Activity

1,211 hedge funds and large institutions have $29.6B invested in Carrier Global in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 389 increasing their positions, 440 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+64
Holders Change %
+5.58%
% of All Funds
19.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
150
Increased
389
Reduced
440
Closed
62
Calls
$80.5M
Puts
$60.3M
Net Calls
+$20.3M
Net Calls Change
-$1.97M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$237M
2
Victory Capital Management
Victory Capital Management
Texas
+$157M
3
Morgan Stanley
Morgan Stanley
New York
+$59.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$42.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$220M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$174M
3
Amundi
Amundi
France
-$81.6M
4
Capital International Investors
Capital International Investors
California
-$77.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
626
Sound View Wealth Advisors Group
Georgia
$519K +$142K +2,473 +38%
BFIM
627
Beese Fulmer Investment Management
Ohio
$518K +$3.3K +80 +0.6%
TRCT
628
Tower Research Capital (TRC)
New York
$518K -$2.67M -64,579 -84%
ACM
629
Allred Capital Management
Texas
$516K – – –
JWCA
630
J.W. Cole Advisors
Florida
$515K -$27.1K -658 -5%
SP
631
Symmetry Partners
Connecticut
$510K – – –
CAM
632
Columbia Asset Management
Michigan
$509K – – –
GIM
633
Groesbeck Investment Management
New Jersey
$508K +$19.8K +480 +4%
IIA
634
ICW Investment Advisors
Arizona
$500K +$6.44K +156 +1%
MM
635
Meridian Management
Arkansas
$497K – – –
FNFDCM
636
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$493K – – –
TWC
637
TD Waterhouse Canada
Ontario, Canada
$493K -$23.1K -550 -4%
SSA
638
Schonfeld Strategic Advisors
New York
$491K -$2.83M -68,690 -85%
VAS
639
Vestmark Advisory Solutions
Massachusetts
$490K -$12.1K -294 -2%
GFS
640
GYL Financial Synergies
Connecticut
$489K -$5.57K -135 -1%
PCS
641
Personal CFO Solutions
New Jersey
$483K +$371 +9 +0.1%
QCG
642
Quadrant Capital Group
Ohio
$482K +$127K +3,070 +36%
KTA
643
Keeley-Teton Advisors
Illinois
$480K -$7.84K -190 -2%
FCH
644
Freestone Capital Holdings
Washington
$480K +$4.91K +119 +1%
SYBT
645
Stock Yards Bank & Trust
Kentucky
$476K -$59.3K -1,435 -11%
SIA
646
Soltis Investment Advisors
Utah
$476K -$1.03K -25 -0.2%
CB
647
Community Bank
New York
$475K -$16.1K -390 -3%
CG
648
CFO4Life Group
Texas
$472K +$10.6K +258 +2%
C
649
CFO4Life
Texas
$472K +$472K +11,436 New
LC
650
Lindbrook Capital
California
$470K +$28.5K +690 +6%
24 25
26
27 28