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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 %
TSS
801
Two Sigma Securities
New York
$294K +$294K +7,139 New
TCPWM
802
Traverso Chambers Private Wealth Management
California
$294K – – –
SFG
803
Sovereign Financial Group
Connecticut
$291K -$1.61K -39 -0.5%
BIA
804
Bell Investment Advisors
California
$289K +$258K +6,253 +838%
Pacer Advisors
805
Pacer Advisors
Pennsylvania
$289K +$218K +5,280 +308%
SAM
806
S.A. Mason
Michigan
$288K +$41 +1 +0%
SWM
807
SeaCrest Wealth Management
New York
$287K -$3.88K -94 -1%
CI
808
CX Institutional
Indiana
$286K +$286K +6,939 New
AA
809
Ancora Advisors
Ohio
$283K -$2.44K -59 -0.9%
GLA
810
Great Lakes Advisors
Illinois
$280K -$117K -2,842 -29%
FNB
811
Farmers National Bank
Kentucky
$280K – – –
VCM
812
Virtue Capital Management
Tennessee
$280K +$24.7K +599 +10%
BP
813
Ballentine Partners
Massachusetts
$278K +$20.2K +490 +8%
CHP
814
Cable Hill Partners
Oregon
$277K +$16K +385 +6%
AIM
815
Athena Investment Management
California
$277K +$3.22K +78 +1%
CC
816
Centiva Capital
New York
$277K +$277K +6,718 New
BFM
817
Boothbay Fund Management
New York
$277K -$230K -5,574 -45%
WIC
818
Woodmont Investment Counsel
Tennessee
$276K – – –
NHT
819
New Hampshire Trust
New Hampshire
$275K +$275K +6,670 New
ACM
820
Argent Capital Management
Missouri
$275K – – –
WEG
821
World Equity Group
Illinois
$275K +$41 +1 +0%
WWM
822
Western Wealth Management
Colorado
$273K -$305K -7,383 -53%
BCM
823
Bayesian Capital Management
New York
$273K -$326K -7,900 -54%
AF
824
Allworth Financial
California
$273K +$69.8K +1,692 +34%
BWP
825
BSW Wealth Partners
Colorado
$271K -$1.19K -29 -0.4%
31 32
33
34 35