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Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$871M
2
Bank of America
Bank of America
North Carolina
+$784M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$349M
4
Capital International Investors
Capital International Investors
California
+$201M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$103M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.03B
2
DSA
Davis Selected Advisers
Arizona
-$726M
3
SCA
Southpoint Capital Advisors
New York
-$438M
4
BlackRock
BlackRock
New York
-$209M
5
Dodge & Cox
Dodge & Cox
California
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
776
SeaCrest Wealth Management
New York
$372K +$6.41K +132 +2%
PAS
777
Park Avenue Securities
New York
$372K +$372K +7,644 New
NIM
778
Northeast Investment Management
Massachusetts
$371K -$135K -2,780 -27%
JCM
779
Jacobi Capital Management
Pennsylvania
$371K – – –
SVWAG
780
Sound View Wealth Advisors Group
Georgia
$371K +$13.4K +276 +4%
NP
781
NorthRock Partners
Minnesota
$369K +$46.4K +953 +14%
CCG
782
Cypress Capital Group
Florida
$368K -$3.02K -62 -0.8%
AT
783
Arden Trust
Delaware
$365K -$139K -2,855 -28%
WSCM
784
Wellington Shields Capital Management
New York
$365K – – –
CCFCSB
785
Cape Cod Five Cents Savings Bank
Massachusetts
$363K -$97 -2 -0%
FIM
786
Fruth Investment Management
Texas
$363K – – –
RWA
787
Ropes Wealth Advisors
Massachusetts
$362K -$11.2K -230 -3%
AWM
788
Altium Wealth Management
New York
$360K – – –
BC
789
Burleson & Co
California
$358K +$487 +10 +0.1%
SLT
790
St Louis Trust
Missouri
$356K – – –
CCM
791
Cullen Capital Management
New York
$356K – – –
DT
792
Diversified Trust
Tennessee
$356K +$35.7K +734 +11%
Tudor Investment Corp
793
Tudor Investment Corp
Connecticut
$355K -$295K -6,068 -45%
KA
794
Kovack Advisors
Florida
$355K +$23.8K +491 +7%
WI
795
Wintrust Investments
Illinois
$353K -$25K -515 -7%
CCMW
796
Cypress Capital Management (Wyoming)
Wyoming
$352K – – –
LWCFA
797
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$351K -$43.7K -900 -11%
CL
798
CPWM LLC
Washington
$351K -$15.9K -326 -4%
EI
799
Ellevest Inc
New York
$350K +$51.8K +1,067 +17%
AWA
800
Arete Wealth Advisors
Illinois
$349K +$2.95K +62 +0.9%
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