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Carrier Global
CARR

Overview Fund Activity

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$398M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$303M
4
FMI
Fiduciary Management Inc
Wisconsin
+$219M
5
BlackRock
BlackRock
New York
+$113M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$305M
2
Renaissance Technologies
Renaissance Technologies
New York
-$77.9M
3
PAM
PineStone Asset Management
Quebec, Canada
-$70.4M
4
Invesco
Invesco
Georgia
-$60.2M
5
CS
Credit Suisse
Switzerland
-$58.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
851
Prime Capital Investment Advisors
Kansas
$297K +$50.4K +1,014 +20%
CWM
852
Calamos Wealth Management
Illinois
$296K – – –
FDS
853
Freedom Day Solutions
Texas
$295K +$8.85K +178 +3%
OCBCO
854
Oversea-Chinese Banking Corp (OCBC)
Singapore
$294K – – –
CAM
855
Covenant Asset Management
New Jersey
$293K – – –
RB
856
Rodgers Brothers
Pennsylvania
$293K +$62.9K +1,266 +27%
HCM
857
Howland Capital Management
Massachusetts
$292K -$5.24K -105 -2%
AIM
858
Avity Investment Management
Connecticut
$292K -$74.6K -1,500 -20%
BST
859
Bath Savings Trust
Maine
$291K -$9.79K -197 -3%
MPPW
860
Mitchell & Pahl Private Wealth
Oklahoma
$289K -$14K -281 -5%
ATC
861
Adirondack Trust Company
New York
$289K -$18.8K -316 -6%
DBIA
862
Dumont & Blake Investment Advisors
New Jersey
$288K -$5.71K -115 -2%
DJSG
863
D.J. St. Germain
Massachusetts
$288K +$288K +5,785 New
LI
864
LMCG Investments
Massachusetts
$287K -$398 -8 -0.1%
WAP
865
Wealthcare Advisory Partners
Pennsylvania
$286K +$16.3K +328 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
866
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$285K -$12.2M -245,399 -98%
FCBT
867
First Citizens Bank & Trust
North Carolina
$285K -$3.98K -80 -1%
NB
868
Northwest Bancshares
Pennsylvania
$284K – – –
AF
869
Arrow Financial
New York
$282K – – –
VCM
870
Virtue Capital Management
Tennessee
$281K -$37.3K -758 -12%
CCA
871
Cobblestone Capital Advisors
New York
$281K -$7.46K -150 -3%
SAM
872
S.A. Mason
Michigan
$280K – – –
ECG
873
Edge Capital Group
Georgia
$280K -$32.9K -662 -11%
EWM
874
Endowment Wealth Management
Wisconsin
$280K +$19.7K +397 +8%
HW
875
Hancock Whitney
Mississippi
$279K -$1.59K -32 -0.6%
33 34
35
36 37