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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 %
DBIA
826
Dumont & Blake Investment Advisors
New Jersey
$340K -$517 -10 -0.2%
FMLI
827
Fukoku Mutual Life Insurance
Japan
$340K +$54.9K +1,060 +19%
AAP
828
Arax Advisory Partners
Colorado
$338K -$15.5K -299 -4%
WA
829
WBH Advisory
Maryland
$337K +$52 +1 +0%
BCM
830
Brookstone Capital Management
Illinois
$334K +$84.7K +1,670 +34%
ONB
831
Old National Bancorp
Indiana
$333K -$24.1K -465 -7%
IFAM
832
Institutional & Family Asset Management
Colorado
$331K – – –
1832 Asset Management
833
1832 Asset Management
Ontario, Canada
$330K -$60.3M -1,134,891 -99%
LCM
834
LCM Capital Management
Illinois
$330K -$6.37K -123 -2%
HW
835
Hancock Whitney
Mississippi
$330K -$830 -16 -0.3%
KLCM
836
KG&L Capital Management
Louisiana
$329K – – –
MMPW
837
Mitchell McLeod Pugh & Williams
Alabama
$327K – – –
OFS
838
OneAscent Financial Services
Alabama
$327K +$327K +6,324 New
B
839
Bailard
California
$326K -$3.26K -63 -1%
CA
840
Cambridge Advisors
Nebraska
$326K – – –
FHB
841
First Hawaiian Bank
Hawaii
$323K -$144K -2,789 -31%
GJIC
842
Gamble Jones Investment Counsel
California
$321K -$14.5K -281 -4%
WPW
843
Waldron Private Wealth
Pennsylvania
$321K +$96.1K +1,859 +43%
BCA
844
Berman Capital Advisors
Georgia
$320K +$42K +813 +15%
OWP
845
Obermeyer Wealth Partners
Colorado
$319K -$77.5K -1,500 -20%
RIL
846
Rothschild Investment LLC
Illinois
$319K – – –
9WM
847
9258 Wealth Management
Ohio
$319K +$103 +2 +0%
SS
848
Simplicity Solutions
Minnesota
$319K +$51K +985 +19%
CAM
849
Covenant Asset Management
New Jersey
$317K – – –
GWM
850
Geneos Wealth Management
Colorado
$317K – – –
32 33
34
35 36