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Carrier Global
CARR

Overview Fund Activity

1,256 hedge funds and large institutions have $33.8B invested in Carrier Global in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 368 increasing their positions, 563 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
-81
Holders Change %
-6.06%
% of All Funds
19.88%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
92
Increased
368
Reduced
563
Closed
155
Calls
$87.7M
Puts
$55.5M
Net Calls
+$32.2M
Net Calls Change
+$38.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$757M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$434M
3
Renaissance Technologies
Renaissance Technologies
New York
+$136M
4
Invesco
Invesco
Georgia
+$84.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$83.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$306M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$239M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$169M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$160M
5
State Street
State Street
Massachusetts
-$94.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPA
926
Nichols & Pratt Advisers
Massachusetts
$230K -$48.2K -1,050 -17%
BCM
927
Brookstone Capital Management
Illinois
$229K -$28.6K -674 -11%
AWM
928
Apollon Wealth Management
South Carolina
$229K +$16K +349 +8%
TFS
929
TrustCore Financial Services
Tennessee
$229K +$99K +2,162 +76%
ST
930
Spinnaker Trust
Maine
$227K – – –
CHA
931
Carmichael Hill & Associates
Maryland
$227K +$46 +1 +0%
EWM
932
Endowment Wealth Management
Wisconsin
$227K +$26.4K +577 +13%
PAI
933
Pittenger & Anderson Inc
Nebraska
$227K +$35.3K +770 +18%
JC
934
JBF Capital
Colorado
$225K – – –
DOA
935
D'Orazio & Associates
Virginia
$225K +$1.33K +29 +0.6%
SA
936
Strategic Advisors
New York
$224K +$594 +13 +0.3%
IA
937
IFG Advisory
Georgia
$224K +$5.49K +120 +3%
UBV
938
United Bank (Virginia)
Virginia
$223K -$167K -3,638 -43%
RWG
939
Regal Wealth Group
California
$223K +$467 +11 +0.2%
SM
940
Sciencast Management
New Jersey
$223K +$223K +5,102 New
PFP
941
Pinnacle Financial Partners
Tennessee
$222K -$12.6K -275 -5%
BAM
942
Barrett Asset Management
New York
$222K -$595 -13 -0.3%
VA
943
Valmark Advisers
Ohio
$222K – – –
FCB
944
First Command Bank
Texas
$221K -$25K -545 -10%
FCFS
945
First Command Financial Services
Texas
$221K +$4.58K +100 +2%
CCG
946
Cypress Capital Group
Florida
$221K +$221K +4,755 New
CAM
947
Congress Asset Management
Massachusetts
$219K +$7.58K +165 +4%
FFC
948
First Financial Corp
Indiana
$218K -$8.04K -175 -4%
FAM
949
Formidable Asset Management
Ohio
$218K – – –
RSWM
950
Robertson Stephens Wealth Management
California
$218K +$40.7K +891 +23%
36 37
38
39 40