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Carrier Global
CARR

Overview Fund Activity

1,256 hedge funds and large institutions have $33.8B invested in Carrier Global in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 368 increasing their positions, 563 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
-81
Holders Change %
-6.06%
% of All Funds
19.88%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
92
Increased
368
Reduced
563
Closed
155
Calls
$87.7M
Puts
$55.5M
Net Calls
+$32.2M
Net Calls Change
+$38.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$757M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$434M
3
Renaissance Technologies
Renaissance Technologies
New York
+$136M
4
Invesco
Invesco
Georgia
+$84.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$83.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$306M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$239M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$169M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$160M
5
State Street
State Street
Massachusetts
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
651
Kestra Private Wealth Services
Texas
$523K -$132K -2,870 -20%
IIA
652
ICW Investment Advisors
Arizona
$523K +$22.8K +496 +5%
SJL
653
Shayne & Jacobs LLC
Tennessee
$519K – – –
BDF
654
Balasa Dinverno & Foltz
$518K -$52.4K -1,142 -9%
FLPIM
655
F.L. Putnam Investment Management
Massachusetts
$517K -$17.4K -380 -3%
CFB
656
Cullen/Frost Bankers
Texas
$515K -$25.2K -550 -5%
LNB
657
Ledyard National Bank
$514K – – –
SEC
658
Seven Eight Capital
New York
$513K -$470K -10,255 -48%
SP
659
Symmetry Partners
Connecticut
$513K +$79.9K +1,743 +18%
OPCM
660
Osborne Partners Capital Management
California
$506K -$91.6K -1,997 -15%
IAA
661
Independent Advisor Alliance
North Carolina
$506K +$45.7K +995 +10%
AIP
662
Ameritas Investment Partners
Nebraska
$503K -$20.5K -447 -4%
DAC
663
Dividend Assets Capital
South Carolina
$500K – – –
LC
664
Lindbrook Capital
California
$498K -$5.37K -117 -1%
LSA
665
L & S Advisors
California
$497K -$2.14M -46,548 -81%
LNC
666
Lincoln National Corp
Pennsylvania
$497K -$177K -3,872 -26%
WSTAM
667
Wilbanks Smith & Thomas Asset Management
Virginia
$494K +$2.42K +63 +0.5%
GT
668
Greenleaf Trust
Michigan
$493K -$7.57K -165 -2%
SNBOSCI
669
Security National Bank of Sioux City Iowa
Iowa
$492K -$31.9K -696 -6%
RIM
670
Rockbridge Investment Management
New York
$488K +$2.44K +53 +0.5%
SC
671
SouthState Corp
Florida
$488K -$170K -3,701 -26%
GC
672
Grimes & Company
Massachusetts
$487K -$79K -1,721 -14%
PI
673
PEAK6 Investments
Illinois
$486K -$2.41M -52,556 -83%
MGIA
674
Moneta Group Investment Advisors
Missouri
$486K +$1.42K +31 +0.3%
LCM
675
Laurion Capital Management
New York
$482K +$482K +10,510 New
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27
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