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Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$2.26B
2
Bank of America
Bank of America
North Carolina
$1.16B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$905M
4
Capital International Investors
Capital International Investors
California
$2.5B
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$155M

Top Sellers

1
State Street
State Street
Massachusetts
$1.71B
2
DSA
Davis Selected Advisers
Arizona
$69.6M
3
SCA
Southpoint Capital Advisors
New York
$0
4
BlackRock
BlackRock
New York
$2.99B
5
Dodge & Cox
Dodge & Cox
California
$1.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
926
Peddock Capital Advisors
Massachusetts
$236K +$236K +4,280 New
PWA
927
Pinnacle Wealth Advisors
Tennessee
$236K +$236K +4,849 New
BAM
928
Barrett Asset Management
New York
$235K -$12K -247 -5%
ST
929
Spinnaker Trust
Maine
$235K – – –
BCM
930
Becker Capital Management
Oregon
$234K -$25.8K -530 -10%
LCM
931
Logan Capital Management
Pennsylvania
$233K – – –
NGA
932
Naples Global Advisors
Florida
$231K – – –
GLA
933
Great Lakes Advisors
Illinois
$230K -$826 -17 -0.4%
NDSI
934
Newman Dignan & Sheerar Inc
Rhode Island
$230K +$230K +4,740 New
CT
935
Chicago Trust
Illinois
$229K +$229K +4,712 New
LA
936
LVW Advisors
New York
$228K -$75.7K -1,556 -25%
SWMP
937
Signature Wealth Management Partners
New Jersey
$228K -$30.3K -625 -12%
BA
938
Bridgewater Advisors
New York
$227K +$227K +4,672 New
CI
939
CX Institutional
Indiana
$226K +$22.5K +463 +11%
MWM
940
Minot Wealth Management
Massachusetts
$225K +$225K +4,575 New
SSWM
941
Sheets Smith Wealth Management
North Carolina
$224K -$15.1K -312 -6%
CG
942
CFO4Life Group
Texas
$223K +$223K +4,579 New
LSAG
943
Lake Street Advisors Group
New Hampshire
$222K +$222K +3,970 New
FIM
944
Fernwood Investment Management
Massachusetts
$221K -$24.2K -499 -10%
FCMC
945
Founders Capital Management (Connecticut)
Connecticut
$221K -$15K -308 -6%
NB
946
Nicolet Bankshares
Wisconsin
$221K +$221K +4,544 New
SVCP
947
Silicon Valley Capital Partners
California
$221K +$221K +4,545 New
HH
948
Hilltop Holdings
Texas
$221K +$221K +4,545 New
GD
949
Grandfield & Dodd
New York
$220K +$220K +4,507 New
MLFP
950
MPS Loria Financial Planners
Illinois
$219K +$1.31K +27 +0.6%
36 37
38
39 40