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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 %
BSW
876
Buckingham Strategic Wealth
Missouri
$236K -$1.49K -36 -0.6%
FFWA
877
FRG Family Wealth Advisors
Washington
$235K -$20.6K -500 -8%
HW
878
Hancock Whitney
Mississippi
$235K – – –
CCM
879
Cullen Capital Management
New York
$234K – – –
9WM
880
9258 Wealth Management
Ohio
$234K -$7.55K -183 -3%
MLIC
881
Mandatum Life Insurance Company
Finland
$233K – – –
PG
882
Pendal Group
Australia
$233K +$233K +5,638 New
NECFA
883
New England Capital Financial Advisors
Connecticut
$232K +$232K +5,458 New
WSCM
884
Wellington Shields Capital Management
New York
$232K – – –
FBT
885
First Bank & Trust
South Dakota
$232K +$232K +5,622 New
SIM
886
Sentry Investment Management
Wisconsin
$231K -$10.4K -253 -4%
GWANC
887
Guardian Wealth Advisors (North Carolina)
North Carolina
$230K -$12.5K -302 -5%
AF
888
Aldebaran Financial
$230K -$12.4K -300 -5%
NIM
889
Northeast Investment Management
Massachusetts
$229K +$229K +5,563 New
CWM
890
Congress Wealth Management
Massachusetts
$229K -$5.78K -140 -2%
KOMWMG
891
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$228K +$228K +5,531 New
FFA
892
Founders Financial Alliance
North Carolina
$228K +$228K +5,526 New
LIM
893
Leavell Investment Management
Alabama
$226K +$226K +5,457 New
EGM
894
Engineers Gate Manager
New York
$224K -$2.21M -53,474 -91%
FFA
895
First Foundation Advisors
California
$222K -$46.2K -1,121 -17%
AWM
896
Aevitas Wealth Management
Massachusetts
$221K +$221K +5,365 New
BJL
897
Brighton Jones LLC
Washington
$221K +$221K +5,359 New
BAM
898
Blueshift Asset Management
New Jersey
$221K +$221K +5,349 New
SCM
899
Shelton Capital Management
Colorado
$219K +$219K +5,321 New
WI
900
Wintrust Investments
Illinois
$219K -$14K -340 -6%
34 35
36
37 38