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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 %
USCWA
951
U.S. Capital Wealth Advisors
Texas
$240K +$240K +4,643 New
NB
952
Nicolet Bankshares
Wisconsin
$239K +$3.32K +64 +1%
CMO
953
Covenant Multifamily Offices
Texas
$238K +$8.93K +169 +4%
RCM
954
Radnor Capital Management
Pennsylvania
$238K +$11.6K +225 +5%
MWM
955
Minot Wealth Management
Massachusetts
$237K – – –
FIM
956
Fernwood Investment Management
Massachusetts
$236K – – –
SVCP
957
Silicon Valley Capital Partners
California
$235K – – –
WFI
958
West Family Investments
California
$233K +$11.7K +226 +5%
CAM
959
Congress Asset Management
Massachusetts
$232K – – –
MLFP
960
MPS Loria Financial Planners
Illinois
$232K – – –
PFA
961
Pinnacle Family Advisors
Missouri
$232K +$232K +4,490 New
GD
962
Grandfield & Dodd
New York
$230K -$5.43K -104 -2%
CPIG
963
Chicago Partners Investment Group
Illinois
$229K +$5.24K +96 +2%
TA
964
TFG Advisers
Michigan
$229K +$229K +4,427 New
WPP
965
Whalerock Point Partners
Rhode Island
$228K -$32.4K -625 -12%
AWM
966
Aberdeen Wealth Management
Illinois
$228K -$5.18K -100 -2%
RT
967
Rockland Trust
Massachusetts
$228K +$10.2K +196 +5%
GBT
968
Grove Bank & Trust
Florida
$228K +$228K +4,393 New
MSFS
969
Main Street Financial Solutions
Pennsylvania
$226K -$6.67K -129 -3%
AIM
970
Acropolis Investment Management
Missouri
$226K +$101 +2 +0%
LWM
971
Laidlaw Wealth Management
New York
$224K -$6.22K -120 -3%
WP
972
WealthSource Partners
California
$223K +$223K +4,299 New
PCA
973
Peddock Capital Advisors
Massachusetts
$222K – – –
TYCC
974
Texas Yale Capital Corp
Florida
$221K – – –
COCM
975
Charter Oak Capital Management
New Hampshire
$220K +$5.23K +101 +2%
37 38
39
40 41