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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 %
CGL
726
Clarius Group LLC
Washington
$416K -$895 -18 -0.2%
CPIG
727
Chicago Partners Investment Group
Illinois
$416K +$12K +204 +3%
FWTB
728
First Western Trust Bank
Colorado
$416K -$4.18K -84 -1%
KTC
729
Kistler-Tiffany Companies
Pennsylvania
$415K -$1.74K -35 -0.4%
SWM
730
Shakespeare Wealth Management
Wisconsin
$412K – – –
SPA
731
Sherbrooke Park Advisers
New York
$410K +$410K +8,254 New
SC
732
SouthState Corp
Florida
$410K -$10.3K -207 -2%
OAM
733
Oppenheimer Asset Management
New York
$409K -$21.7K -436 -5%
PCM
734
Pointe Capital Management
Michigan
$409K – – –
FCI
735
Financial Counselors Inc
Kansas
$408K -$8.24K -166 -2%
PSB
736
Piscataqua Savings Bank
New Hampshire
$408K -$2.58K -52 -0.6%
CCM
737
Coldstream Capital Management
Washington
$407K -$17.1K -343 -4%
RMC
738
Resources Management Corp
Connecticut
$406K +$373K +7,515 +1,147%
RT
739
Rockland Trust
Massachusetts
$402K – – –
VI
740
Versor Investments
New York
$402K +$138K +2,785 +53%
WPW
741
Waldron Private Wealth
Pennsylvania
$401K -$50.3K -1,012 -11%
AIM
742
Aspen Investment Management
Michigan
$401K +$401K +8,075 New
OPCM
743
Osborne Partners Capital Management
California
$401K -$75.5K -1,518 -16%
AIA
744
Angeles Investment Advisors
California
$400K – – –
MGIA
745
Moneta Group Investment Advisors
Missouri
$398K -$1.84K -37 -0.5%
BHCM
746
Boulder Hill Capital Management
New York
$398K +$398K +8,000 New
SS
747
Sunbelt Securities
Texas
$398K -$50.5K -1,015 -11%
AWA
748
Arkadios Wealth Advisors
Georgia
$397K -$5.72K -115 -1%
FTC
749
Farmers Trust Company
Ohio
$396K – – –
TSWM
750
Triangle Securities Wealth Management
North Carolina
$396K -$14.9K -300 -4%
28 29
30
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