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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 %
MG
726
Mather Group
Illinois
$359K +$359K +8,714 New
CCFCSB
727
Cape Cod Five Cents Savings Bank
Massachusetts
$359K -$1.86K -45 -0.5%
CGL
728
Clarius Group LLC
Washington
$358K -$2.6K -63 -0.7%
NEGWA
729
New England Guild Wealth Advisors
Connecticut
$358K – – –
CTA
730
Colonial Trust Advisors
South Carolina
$357K -$55.4K -1,342 -13%
DWT
731
Dorsey & Whitney Trust
South Dakota
$356K +$27.3K +662 +8%
MCC
732
Money Concepts Capital
Florida
$356K +$241K +5,838 +209%
CCA
733
Checchi Capital Advisers
California
$356K -$19.7K -478 -5%
SACTSONJ
734
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$355K – – –
FCI
735
Financial Counselors Inc
Kansas
$354K -$68.9K -1,668 -16%
DMC
736
Drexel Morgan & Co
Pennsylvania
$354K – – –
FLPIM
737
F.L. Putnam Investment Management
Massachusetts
$350K +$19.6K +476 +6%
FWTB
738
First Western Trust Bank
Colorado
$348K -$2.19K -53 -0.6%
NAM
739
NTV Asset Management
West Virginia
$348K +$82 +2 +0%
ONB
740
Old National Bancorp
Indiana
$347K -$29.4K -713 -8%
KTC
741
Kistler-Tiffany Companies
Pennsylvania
$347K +$83 +2 +0%
YWP
742
YorkBridge Wealth Partners
New York
$344K -$4.13K -100 -1%
SWM
743
Shakespeare Wealth Management
Wisconsin
$342K – – –
GW
744
GW & Wade
Massachusetts
$341K -$454 -11 -0.1%
PSB
745
Piscataqua Savings Bank
New Hampshire
$340K -$1.24K -30 -0.4%
PCM
746
Pointe Capital Management
Michigan
$339K -$28.2K -684 -8%
AWE
747
Avidian Wealth Enterprises
Texas
$338K +$338K +8,203 New
MIM
748
Marco Investment Management
Georgia
$337K -$90.8K -2,200 -21%
RMC
749
Resources Management Corp
Connecticut
$335K -$144K -3,499 -30%
SSG
750
Summit Securities Group
New York
$335K +$13K +316 +4%
28 29
30
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