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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 %
KC
926
Kingfisher Capital
North Carolina
$245K +$2.09K +42 +0.9%
RWA
927
Redhawk Wealth Advisors
Minnesota
$245K +$245K +4,922 New
WFAG
928
Wescott Financial Advisory Group
Pennsylvania
$244K – – –
FCMC
929
Founders Capital Management (Connecticut)
Connecticut
$243K – – –
BWA
930
BDO Wealth Advisors
Florida
$240K +$2.49K +50 +1%
EWA
931
EverSource Wealth Advisors
Alabama
$240K +$107K +2,143 +80%
APWM
932
Atlas Private Wealth Management
New York
$240K – – –
LT
933
Legacy Trust
Michigan
$240K +$1.79K +36 +0.8%
GDP
934
Great Diamond Partners
Maine
$238K -$16.1K -323 -6%
SL
935
Sentry LLC
Tennessee
$237K – – –
DMBA
936
Deseret Mutual Benefit Administrators
Utah
$236K – – –
HH
937
Hilltop Holdings
Texas
$235K +$235K +4,731 New
IWM
938
IHT Wealth Management
Illinois
$234K +$7.76K +156 +3%
SWMP
939
Signature Wealth Management Partners
New Jersey
$234K – – –
NDSI
940
Newman Dignan & Sheerar Inc
Rhode Island
$233K +$50 +1 +0%
RCM
941
Radnor Capital Management
Pennsylvania
$230K – – –
AA
942
Advisory Alpha
Michigan
$229K +$3.48K +70 +2%
TVAMP
943
Tennessee Valley Asset Management Partners
Tennessee
$228K +$228K +4,579 New
CCWM
944
Cassaday & Co Wealth Management
Virginia
$228K -$7.95K -160 -3%
GC
945
Gratus Capital
Georgia
$227K -$27.1K -545 -11%
SVCP
946
Silicon Valley Capital Partners
California
$226K -$17.4K -351 -7%
MF
947
Montis Financial
Massachusetts
$225K – – –
GWANC
948
Guardian Wealth Advisors (North Carolina)
North Carolina
$224K -$51.4K -1,030 -19%
RA
949
RFG Advisory
Alabama
$224K +$224K +4,499 New
AC
950
Allstate Corporation
Illinois
$223K – – –
36 37
38
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