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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 %
CT
976
Clearstead Trust
Maine
$206K -$4.56K -96 -2%
NSIM
977
North Star Investment Management
Illinois
$206K – – –
IF
978
Intrua Financial
Texas
$205K +$205K +4,116 New
CT
979
Colonial Trust
South Carolina
$204K +$11.9K +240 +6%
Jones Financial Companies
980
Jones Financial Companies
Missouri
$204K -$17.1K -344 -8%
AIM
981
Acropolis Investment Management
Missouri
$201K -$149 -3 -0.1%
LWM
982
Liberty Wealth Management
California
$201K +$201K +3,118 New
IWN
983
Independent Wealth Network
Iowa
$200K +$200K +4,033 New
CH
984
Canton Hathaway
Rhode Island
$199K +$199K +4,000 New
CWM
985
Cedar Wealth Management
California
$194K +$194K +3,900 New
CCMW
986
Cypress Capital Management (Wyoming)
Wyoming
$189K +$12.4K +250 +7%
ST
987
Smithfield Trust
Pennsylvania
$189K – – –
GBT
988
Grove Bank & Trust
Florida
$188K -$795 -16 -0.4%
PAI
989
Pittenger & Anderson Inc
Nebraska
$185K -$3.88K -78 -2%
FMTCOCP
990
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$176K – – –
MMG
991
Monetary Management Group
Missouri
$175K – – –
FP
992
Financial Perspectives
Minnesota
$172K – – –
MME
993
Meag Munich Ergo
Germany
$168K -$611K -12,285 -78%
MPWT
994
MassMutual Private Wealth & Trust
Connecticut
$154K +$24.8K +498 +19%
QC
995
Quent Capital
New York
$153K -$398 -8 -0.3%
CSC
996
Caldwell Sutter Capital
California
$151K +$149K +2,991 +5,982%
PG
997
Prostatis Group
Maryland
$150K +$150K +149,727 New
BONH
998
Bank of New Hampshire
New Hampshire
$147K – – –
PFBT
999
Parkside Financial Bank & Trust
Missouri
$146K +$13.2K +266 +10%
BSB
1000
Bangor Savings Bank
Maine
$143K -$398 -8 -0.3%
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