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Carrier Global
CARR

Overview Fund Activity

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$398M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
4
FMI
Fiduciary Management Inc
Wisconsin
+$219M
5
BlackRock
BlackRock
New York
+$113M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$305M
2
Renaissance Technologies
Renaissance Technologies
New York
-$77.9M
3
PAM
PineStone Asset Management
Quebec, Canada
-$70.4M
4
Invesco
Invesco
Georgia
-$60.2M
5
CS
Credit Suisse
Switzerland
-$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCB
701
Country Club Bank
Missouri
$453K +$11.4K +231 +3%
CT
702
Chicago Trust
Illinois
$452K -$15.9K -319 -3%
BMO
703
Beck Mack & Oliver
New York
$449K – – –
WT
704
Washington Trust
Rhode Island
$448K -$35.2K -709 -7%
GA
705
Geller Advisors
New York
$445K +$445K +8,920 New
EWA
706
EP Wealth Advisors
California
$445K -$113K -1,923 -20%
BFS
707
Bard Financial Services
Connecticut
$440K -$12.4K -250 -3%
TPCW
708
TD Private Client Wealth
New York
$439K +$68.5K +1,377 +18%
CCA
709
Checchi Capital Advisers
California
$437K +$6.46K +130 +2%
KLCM
710
KG&L Capital Management
Louisiana
$437K +$49.8K +1,001 +13%
PTC
711
Private Trust Company
Ohio
$436K – – –
SIG
712
Sky Investment Group
Connecticut
$436K -$16.2K -325 -4%
LP
713
LMR Partners
United Kingdom
$432K +$432K +8,683 New
WANY
714
Wealthspire Advisors (New York)
New York
$431K -$20.9K -421 -5%
EHC
715
Everett Harris & Co
California
$430K – – –
OAM
716
Ostrum Asset Management
France
$428K +$348 +7 +0.1%
SACTSONJ
717
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$428K – – –
DMC
718
Drexel Morgan & Co
Pennsylvania
$426K – – –
FFM
719
Forum Financial Management
Illinois
$424K +$51.3K +1,031 +14%
NAS
720
Nicolet Advisory Services
Wisconsin
$422K -$412K -8,387 -49%
SVWAG
721
Sound View Wealth Advisors Group
Georgia
$422K +$16.7K +335 +4%
ILI
722
Invesco LLC (Illinois)
Illinois
$421K +$421K +8,478 New
AO
723
Advisor OS
Illinois
$421K +$421K +8,474 New
CTA
724
Colonial Trust Advisors
South Carolina
$419K -$11.5K -231 -3%
CI
725
CX Institutional
Indiana
$419K -$1.04K -21 -0.2%
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