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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 %
CCM
751
Coldstream Capital Management
Washington
$334K +$334K +8,089 New
BOH
752
Bank of Hawaii
Hawaii
$333K +$91.4K +2,215 +38%
FTC
753
Farmers Trust Company
Ohio
$331K – – –
SS
754
Sunbelt Securities
Texas
$331K -$6.64K -161 -2%
EWA
755
EP Wealth Advisors
California
$330K -$124K -3,013 -27%
LCM
756
Logan Capital Management
Pennsylvania
$330K – – –
DWA
757
Douglass Winthrop Advisors
New York
$330K -$32.1K -780 -9%
B
758
Bailard
California
$323K +$75.6K +1,832 +31%
BA
759
Bennicas & Associates
California
$321K -$4.13K -100 -1%
AAP
760
Arax Advisory Partners
Colorado
$320K +$5.12K +124 +2%
ACIM
761
Azimuth Capital Investment Management
Michigan
$319K -$13.2K -321 -4%
BEAM
762
Baker Ellis Asset Management
Washington
$318K -$6.81K -165 -2%
PFSC
763
Peoples Financial Services Corp
Pennsylvania
$317K – – –
WTA
764
Washington Trust Advisors
Massachusetts
$315K – – –
IHL
765
Investment House LLC
California
$315K – – –
PG
766
Proffitt & Goodson
Tennessee
$314K +$11.2K +272 +4%
BOTW
767
Bank of the West
California
$314K – – –
MIC
768
Meridian Investment Counsel
California
$313K – – –
HT
769
Heritage Trust
Oklahoma
$313K +$701 +17 +0.2%
SOW
770
State of Wyoming
Wyoming
$313K +$214K +5,190 +217%
IFWM
771
Institute for Wealth Management
Colorado
$313K -$13.7K -333 -4%
MGIA
772
Moneta Group Investment Advisors
Missouri
$312K -$145K -3,177 -32%
BB
773
Berkshire Bank
Massachusetts
$312K -$83.3K -2,020 -21%
RCA
774
Resonant Capital Advisors
Wisconsin
$311K +$39K +942 +14%
SWA
775
Stratos Wealth Advisors
Ohio
$311K +$311K +7,537 New
29 30
31
32 33