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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 %
SJL
651
Shayne & Jacobs LLC
Tennessee
$467K – – –
LWANC
652
Laurel Wealth Advisors (North Carolina)
North Carolina
$465K -$3.26K -79 -0.7%
CFB
653
Cullen/Frost Bankers
Texas
$464K -$7.43K -180 -2%
LNB
654
Ledyard National Bank
$462K – – –
CCT
655
Capital City Trust
Florida
$461K -$139K -3,359 -23%
IAS
656
Investment Advisory Services
Texas
$460K +$41 +1 +0%
AWM
657
Apollon Wealth Management
South Carolina
$459K +$180K +4,356 +64%
BHWM
658
Bar Harbor Wealth Management
New Hampshire
$458K -$8.25K -200 -2%
DA
659
Dover Advisors
Virginia
$458K +$458K +11,050 New
TTWM
660
TCV Trust & Wealth Management
Virginia
$453K -$2.27K -55 -0.5%
AMIM
661
Aull & Monroe Investment Management
Alabama
$452K -$57.8K -1,400 -11%
BTW
662
Boston Trust Walden
Massachusetts
$451K -$25.3K -614 -5%
AIP
663
Ameritas Investment Partners
Nebraska
$448K – – –
OPS
664
Orion Portfolio Solutions
Nebraska
$447K +$95.8K +2,323 +27%
WI
665
Wahed Invest
New York
$444K +$52.2K +1,265 +13%
SNBOSCI
666
Security National Bank of Sioux City Iowa
Iowa
$442K -$206 -5 -0%
BFM
667
Boston Financial Management
Massachusetts
$440K +$6.35K +154 +1%
GC
668
Grimes & Company
Massachusetts
$439K -$14.4K -349 -3%
DCM
669
Donaldson Capital Management
Indiana
$435K -$5.16K -125 -1%
ORAM
670
One River Asset Management
Connecticut
$435K +$435K +10,392 New
JCM
671
Jacobi Capital Management
Pennsylvania
$431K – – –
BSA
672
Bull Street Advisors
Georgia
$429K – – –
CI
673
Cigna Investments
Connecticut
$426K – – –
JWBC
674
J.W. Burns & Co
New York
$422K -$22.6K -549 -5%
JAG
675
Journey Advisory Group
Kentucky
$420K -$105K -2,538 -20%
25 26
27
28 29