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Carrier Global
CARR

Overview Fund Activity

1,262 hedge funds and large institutions have $38.4B invested in Carrier Global in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 483 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,262
Holders Change
+23
Holders Change %
+1.86%
% of All Funds
22.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
110
Increased
427
Reduced
483
Closed
74
Calls
$131M
Puts
$112M
Net Calls
+$19.1M
Net Calls Change
+$15.3M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$3.13B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.16B
3
Capital Research Global Investors
Capital Research Global Investors
California
$3.08B
4
Capital International Investors
Capital International Investors
California
$2.81B
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.75B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.06B
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$15.4M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Dodge & Cox
Dodge & Cox
California
$1.13B
5
LPU
Lansdowne Partners (UK)
United Kingdom
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
926
Versant Capital Management
Arizona
$254K +$518 +10 +0.2%
IA
927
IFG Advisory
Georgia
$253K -$12.1K -234 -5%
DOA
928
D'Orazio & Associates
Virginia
$253K – – –
HB
929
Homrich & Berg
Georgia
$252K -$18.7K -360 -7%
SA
930
Strategic Advisors
New York
$252K +$464 +9 +0.2%
BAM
931
Barrett Asset Management
New York
$251K – – –
LA
932
LVW Advisors
New York
$251K +$8.89K +172 +4%
TFS
933
TrustCore Financial Services
Tennessee
$251K +$36.6K +705 +17%
ST
934
Spinnaker Trust
Maine
$250K – – –
LCM
935
Logan Capital Management
Pennsylvania
$249K – – –
CI
936
CX Institutional
Indiana
$249K +$8.69K +168 +4%
CG
937
CFO4Life Group
Texas
$248K +$10.8K +208 +5%
HFM
938
Harvest Fund Management
China
$247K +$49.1K +951 +25%
BAM
939
Belpointe Asset Management
Nevada
$246K -$208K -3,999 -46%
BBI
940
Baxter Bros Inc
Connecticut
$246K -$32.1K -620 -12%
NGA
941
Naples Global Advisors
Florida
$246K – – –
NDSI
942
Newman Dignan & Sheerar Inc
Rhode Island
$245K +$52 +1 +0%
FCMC
943
Founders Capital Management (Connecticut)
Connecticut
$245K +$10.5K +203 +4%
DLA
944
Douglas Lane & Associates
New York
$243K -$48K -926 -16%
SWMP
945
Signature Wealth Management Partners
New Jersey
$243K – – –
BA
946
Bridgewater Advisors
New York
$242K +$310 +6 +0.1%
FBT
947
First Bank & Trust
South Dakota
$242K +$9.54K +184 +4%
EN1L
948
Engine No 1 LLC
California
$242K +$242K +4,670 New
SYBT
949
Stock Yards Bank & Trust
Kentucky
$241K +$23.8K +460 +11%
SSWM
950
Sheets Smith Wealth Management
North Carolina
$240K +$1.09K +21 +0.5%
36 37
38
39 40