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Carrier Global
CARR

Overview Fund Activity

1,337 hedge funds and large institutions have $39.8B invested in Carrier Global in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 387 increasing their positions, 545 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,337
Holders Change
+75
Holders Change %
+5.94%
% of All Funds
20.65%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.11%
New
180
Increased
387
Reduced
545
Closed
85
Calls
$99.3M
Puts
$105M
Net Calls
-$5.83M
Net Calls Change
-$25M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$540M
2
Capital World Investors
Capital World Investors
California
+$279M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$139M
4
KBC Group
KBC Group
Belgium
+$72.3M
5
Marshall Wace
Marshall Wace
United Kingdom
+$58.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$160M
2
Ameriprise
Ameriprise
Minnesota
-$159M
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$119M
4
Dodge & Cox
Dodge & Cox
California
-$112M
5
BlackRock
BlackRock
New York
-$95M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
901
Wealthspire Advisors (New York)
New York
$310K -$1.41K -26 -0.5%
WOC
902
West Oak Capital
California
$309K -$16.3K -300 -5%
DTC
903
Davidson Trust Company
Washington
$309K – – –
GCM
904
Graham Capital Management
Connecticut
$309K +$309K +5,700 New
CCM
905
Cullen Capital Management
New York
$308K -$84.2K -1,550 -21%
LIM
906
Leavell Investment Management
Alabama
$307K -$10.6K -195 -3%
MPM
907
MBB Public Markets
Illinois
$307K +$307K +5,663 New
S
908
Surevest
California
$306K -$90.3K -1,662 -23%
AWM
909
Aevitas Wealth Management
Massachusetts
$305K +$380 +7 +0.1%
MMG
910
Monetary Management Group
Missouri
$305K +$25.8K +475 +9%
BFPW
911
BOK Financial Private Wealth
Colorado
$305K +$305K +5,619 New
GLA
912
Great Lakes Advisors
Illinois
$301K +$163 +3 +0.1%
KOMWMG
913
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$300K +$300K +5,531 New
GJIC
914
Gamble Jones Investment Counsel
California
$299K -$37.3K -687 -11%
TNB
915
Thomasville National Bank
Georgia
$299K -$3.69K -68 -1%
BAM
916
Belpointe Asset Management
Nevada
$299K +$43.3K +800 +17%
EWM
917
Empirical Wealth Management
Washington
$298K -$166K -3,064 -36%
ABC
918
Associated Banc-Corp
Wisconsin
$298K – – –
OF
919
Outfitter Financial
Maine
$293K -$5.8K -107 -2%
SYBT
920
Stock Yards Bank & Trust
Kentucky
$293K +$40.7K +750 +16%
LFAS
921
Level Four Advisory Services
Texas
$293K +$79.1K +1,460 +37%
BWA
922
BDO Wealth Advisors
Florida
$292K +$21.6K +398 +8%
CA
923
Claro Advisors
Massachusetts
$289K – – –
FIBT
924
First International Bank & Trust
North Dakota
$289K +$289K +5,323 New
PG
925
Proffitt & Goodson
Tennessee
$288K -$4.88K -90 -2%
35 36
37
38 39