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Carrier Global
CARR

Overview Fund Activity

1,262 hedge funds and large institutions have $38.4B invested in Carrier Global in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 483 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,262
Holders Change
+23
Holders Change %
+1.86%
% of All Funds
22.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
110
Increased
427
Reduced
483
Closed
74
Calls
$131M
Puts
$112M
Net Calls
+$19.1M
Net Calls Change
+$15.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$720M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$199M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$183M
4
Capital International Investors
Capital International Investors
California
+$141M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$91.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$172M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$149M
3
Citadel Advisors
Citadel Advisors
Florida
-$125M
4
Dodge & Cox
Dodge & Cox
California
-$122M
5
LPU
Lansdowne Partners (UK)
United Kingdom
-$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
776
Pathstone Family Office
New Jersey
$399K +$399K +7,712 New
ESB
777
Essex Savings Bank
Connecticut
$398K +$20.8K +361 +6%
EI
778
Ellevest Inc
New York
$398K +$25.2K +487 +7%
NP
779
NorthRock Partners
Minnesota
$391K -$1.87K -36 -0.5%
SWM
780
SeaCrest Wealth Management
New York
$390K -$6.73K -130 -2%
WSCM
781
Wellington Shields Capital Management
New York
$388K – – –
FIM
782
Fruth Investment Management
Texas
$387K – – –
RWA
783
Ropes Wealth Advisors
Massachusetts
$386K – – –
SS
784
Sunbelt Securities
Texas
$383K – – –
AWM
785
Altium Wealth Management
New York
$383K – – –
BC
786
Burleson & Co
California
$381K +$466 +9 +0.1%
SIM
787
Sentry Investment Management
Wisconsin
$379K -$55.4K -1,068 -13%
AWA
788
Arete Wealth Advisors
Illinois
$379K -$983 -19 -0.3%
SCM
789
Schnieders Capital Management
California
$378K -$36.2K -700 -9%
S
790
Surevest
California
$378K +$28K +540 +8%
WTB
791
Washington Trust Bank
Washington
$378K +$378K +7,289 New
KA
792
Kovack Advisors
Florida
$375K -$3.47K -67 -0.9%
CCM
793
Cullen Capital Management
New York
$374K -$5.7K -110 -2%
CCMW
794
Cypress Capital Management (Wyoming)
Wyoming
$374K – – –
CB
795
Community Bank
New York
$373K -$54.1K -1,045 -13%
FFA
796
First Foundation Advisors
California
$373K +$77.4K +1,496 +26%
CL
797
CPWM LLC
Washington
$372K -$1.14K -22 -0.3%
HH
798
Hilltop Holdings
Texas
$371K +$136K +2,618 +58%
TCPWM
799
Traverso Chambers Private Wealth Management
California
$369K – – –
HCM
800
Howland Capital Management
Massachusetts
$368K -$33.1K -640 -8%
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