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Carrier Global
CARR

Overview Fund Activity

1,211 hedge funds and large institutions have $29.6B invested in Carrier Global in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 389 increasing their positions, 440 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+64
Holders Change %
+5.58%
% of All Funds
19.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
150
Increased
389
Reduced
440
Closed
62
Calls
$80.5M
Puts
$60.3M
Net Calls
+$20.3M
Net Calls Change
-$1.97M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$237M
2
Victory Capital Management
Victory Capital Management
Texas
+$157M
3
Morgan Stanley
Morgan Stanley
New York
+$59.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.4M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$42.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$220M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$174M
3
Amundi
Amundi
France
-$81.6M
4
Capital International Investors
Capital International Investors
California
-$77.8M
5
Renaissance Technologies
Renaissance Technologies
New York
-$62.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNBTD
976
Citizens National Bank Trust Department
Mississippi
$103K – – –
AWM
977
AllSquare Wealth Management
New York
$102K – – –
EI
978
Ellevest Inc
New York
$102K -$25.9K -627 -20%
STCOSD
979
Sageworth Trust Company of South Dakota
South Dakota
$101K – – –
SWA
980
Sutton Wealth Advisors
Florida
$101K -$124 -3 -0.1%
CPFP
981
Clear Perspectives Financial Planning
Ohio
$101K – – –
HDIM
982
Hanson & Doremus Investment Management
Vermont
$100K – – –
EBA
983
Eagle Bay Advisors
New York
$98.5K +$2.31K +56 +2%
MCM
984
MV Capital Management
Maryland
$98.2K +$6.02K +146 +7%
CA
985
Crewe Advisors
Utah
$98.2K +$11.2K +272 +13%
MPWT
986
MassMutual Private Wealth & Trust
Connecticut
$98K -$1.44K -35 -1%
GCM
987
Gables Capital Management
Florida
$96.9K – – –
CA
988
CoreCap Advisors
Michigan
$95.5K +$95.5K +2,314 New
CYG
989
Clean Yield Group
Vermont
$93.2K – – –
TFS
990
TrustCore Financial Services
Tennessee
$92K +$41 +1 +0%
ZB
991
Zions Bancorporation
Utah
$89.9K -$9.69K -235 -10%
MSFP
992
Mark Sheptoff Financial Planning
Connecticut
$89.9K +$4.25K +103 +5%
UIA
993
Ulland Investment Advisors
Minnesota
$88K +$1.85K +45 +2%
DCM
994
Dupont Capital Management
Delaware
$87.7K -$8.46K -205 -9%
AA
995
Addison Advisors
Vermont
$85.7K -$13K -316 -13%
DSC
996
Duncker Streett & Co
Missouri
$85.3K +$165 +4 +0.2%
RTC
997
Riverview Trust Company
Washington
$85K +$43.7K +1,057 +106%
FA
998
Fortis Advisors
Pennsylvania
$82.5K – – –
HBW
999
Hazlett, Burt & Watson
West Virginia
$82K – – –
CWC
1000
Carolinas Wealth Consulting
North Carolina
$81.7K +$15 +1 +0%
38 39
40
41 42