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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 %
PFSC
701
Peoples Financial Services Corp
Pennsylvania
$501K – – –
UB
702
UMB Bank
Missouri
$500K -$33.6K -648 -6%
ST
703
Sageworth Trust
Pennsylvania
$500K – – –
BRWM
704
B. Riley Wealth Management
Tennessee
$499K -$11.7K -227 -2%
SP
705
Symmetry Partners
Connecticut
$499K – – –
FNT
706
First National Trust
Pennsylvania
$497K -$19.4K -375 -4%
BMO
707
Beck Mack & Oliver
New York
$497K -$1.14K -22 -0.2%
BS
708
Boenning & Scattergood
Pennsylvania
$495K -$303K -5,867 -38%
BFS
709
Bard Financial Services
Connecticut
$495K – – –
ACM
710
Azimuth Capital Management
Michigan
$494K – – –
CNAM
711
Campbell Newman Asset Management
Wisconsin
$491K – – –
TC
712
TownSquare Capital
Utah
$490K -$4.35K -84 -0.9%
KPWS
713
Kestra Private Wealth Services
Texas
$485K +$21.9K +424 +5%
BFM
714
Boston Financial Management
Massachusetts
$482K -$10.3K -200 -2%
TH
715
TCTC Holdings
Texas
$479K -$3.02M -58,370 -86%
TIA
716
Tiemann Investment Advisors
California
$478K +$3.26K +63 +0.7%
PMFA
717
Plante Moran Financial Advisors
Michigan
$477K +$434K +8,370 +999%
SCA
718
Snowden Capital Advisors
New York
$475K +$12.8K +247 +3%
HI
719
Harbour Investments
Wisconsin
$474K -$13.1K -253 -3%
TAM
720
Tucker Asset Management
Colorado
$474K -$7.83K -150 -2%
KTC
721
Kistler-Tiffany Companies
Pennsylvania
$470K -$101K -1,954 -18%
HCM
722
Hutchinson Capital Management
California
$470K – – –
AP
723
Atwood & Palmer
Missouri
$467K – – –
MPPW
724
Mitchell & Pahl Private Wealth
Oklahoma
$465K -$3.57K -69 -0.8%
MPW
725
Monterey Private Wealth
California
$465K +$53 +1 +0%
27 28
29
30 31