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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 %
IAN
951
Integrated Advisors Network
Texas
$217K +$217K +4,725 New
LFAS
952
Level Four Advisory Services
Texas
$216K -$32K -697 -13%
BCM
953
Becker Capital Management
Oregon
$216K -$10.9K -238 -5%
LI
954
Lafayette Investments
Maryland
$216K -$4.6K -100 -2%
SWMP
955
Signature Wealth Management Partners
New Jersey
$216K – – –
PCA
956
Personal Capital Advisors
California
$215K -$58.9K -1,284 -21%
FCMC
957
Founders Capital Management (Connecticut)
Connecticut
$215K – – –
RIA
958
Realta Investment Advisors
Delaware
$214K -$129K -2,812 -38%
FBT
959
First Bank & Trust
South Dakota
$214K -$11.3K -246 -5%
APWM
960
Atlas Private Wealth Management
New York
$214K +$7.66K +167 +4%
DHGWA
961
Dixon Hughes Goodman Wealth Advisors
North Carolina
$214K +$17.3K +377 +9%
MF
962
Montis Financial
Massachusetts
$213K -$10.2K -223 -5%
GWM
963
GSB Wealth Management
Connecticut
$213K -$6.44K -140 -3%
SSWM
964
Sheets Smith Wealth Management
North Carolina
$212K -$918 -20 -0.4%
MWM
965
Minot Wealth Management
Massachusetts
$212K -$138 -3 -0.1%
AIM
966
Acropolis Investment Management
Missouri
$211K +$7.11K +155 +3%
NGA
967
Naples Global Advisors
Florida
$210K – – –
QCM
968
Quantinno Capital Management
New York
$210K +$210K +4,579 New
OIA
969
Optimum Investment Advisors
Illinois
$209K -$10K -218 -5%
CW
970
CreativeOne Wealth
Kansas
$209K -$1.88K -41 -0.9%
WA
971
WBH Advisory
Maryland
$208K -$47K -1,190 -18%
BJL
972
Brighton Jones LLC
Washington
$208K -$14.6K -319 -7%
RCM
973
Radnor Capital Management
Pennsylvania
$208K -$3.44K -75 -2%
SVCP
974
Silicon Valley Capital Partners
California
$208K – – –
RG
975
Rathbones Group
United Kingdom
$207K -$258K -5,605 -55%
37 38
39
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