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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 %
MCA
901
MSH Capital Advisors
Arizona
$260K +$260K +5,230 New
VSQM
902
V-Square Quantitative Management
Illinois
$259K -$75.5K -1,519 -23%
ACP
903
Aveo Capital Partners
Colorado
$258K +$3.98K +80 +2%
GWP
904
Gateway Wealth Partners
Wisconsin
$257K +$257K +5,177 New
PFP
905
Pinnacle Financial Partners
Tennessee
$257K +$220K +4,424 +594%
DTC
906
Davidson Trust Company
Washington
$257K -$11.5K -232 -4%
LFAS
907
Level Four Advisory Services
Texas
$255K -$14.4K -289 -5%
PCA
908
Peddock Capital Advisors
Massachusetts
$255K +$14.9K +300 +6%
CI
909
Conning Inc
Connecticut
$255K -$31.3K -630 -11%
EH
910
Equitable Holdings
New York
$252K +$16.7K +336 +7%
TA
911
Tiedemann Advisors
New York
$252K +$252K +5,052 New
TBC
912
Ted Buchan & Co
California
$252K +$20.4K +410 +9%
TNB
913
Thomasville National Bank
Georgia
$251K – – –
MSFP
914
Mark Sheptoff Financial Planning
Connecticut
$251K +$143K +2,877 +132%
VIA
915
Virtus Investment Advisers
Connecticut
$251K – – –
SAM
916
Steinberg Asset Management
New York
$251K +$251K +5,050 New
IWP
917
Invenio Wealth Partners
Florida
$250K +$250K +5,026 New
PWMAG
918
Pinnacle Wealth Management Advisory Group
New Jersey
$250K -$9.59K -193 -4%
CWP
919
Core Wealth Partners
California
$249K +$298 +6 +0.1%
LGF
920
LGT Group Foundation
Liechtenstein
$249K – – –
SC
921
Shay Capital
New York
$249K +$249K +5,000 New
RWG
922
Regal Wealth Group
California
$249K +$789 +16 +0.3%
FFC
923
First Financial Corp
Indiana
$248K -$646 -13 -0.3%
PWW
924
Pettyjohn Wood & White
Virginia
$246K +$24.9K +500 +11%
WOC
925
West Oak Capital
California
$245K – – –
35 36
37
38 39