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Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.26B
2
Bank of America
2
Bank of America
North Carolina
$1.16B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$905M
4
Capital International Investors
4
Capital International Investors
California
$2.5B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$155M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.71B
2
DSA
2
Davis Selected Advisers
Arizona
$69.6M
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$2.99B
5
Dodge & Cox
5
Dodge & Cox
California
$1.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
1001
Carolinas Wealth Consulting
North Carolina
$145K -$35.4K -729 -20%
WA
1002
WestEnd Advisors
North Carolina
$145K – – –
FHA
1003
First Horizon Advisors
Tennessee
$145K +$114K +2,358 +366%
SIM
1004
Sonora Investment Management
Arizona
$144K – – –
FCA
1005
FinTrust Capital Advisors
South Carolina
$142K -$5.28K -109 -4%
DSC
1006
Duncker Streett & Co
Missouri
$141K +$7.06K +145 +5%
SNT
1007
Security National Trust
West Virginia
$139K -$22K -455 -14%
AWM
1008
AllSquare Wealth Management
New York
$138K – – –
PCM
1009
Penserra Capital Management
California
$138K +$31.6K +651 +30%
RIM
1010
Rockbridge Investment Management
New York
$136K +$30.7K +632 +29%
LC
1011
Lindbrook Capital
California
$135K -$48.8K -1,000 -27%
ICM
1012
Islay Capital Management
Texas
$133K +$133K +2,746 New
AWM
1013
Accel Wealth Management
Iowa
$131K +$97 +2 +0.1%
IWMA
1014
Ironwood Wealth Management (Arizona)
Arizona
$128K – – –
CFFP
1015
Center for Financial Planning
Michigan
$127K – – –
SLF
1016
Sun Life Financial
Ontario, Canada
$124K -$27.2K -561 -18%
OC
1017
Oakworth Capital
Alabama
$124K -$4.68K -96 -4%
SC
1018
Steph & Co
Wisconsin
$123K – – –
NL
1019
NVWM LLC
Pennsylvania
$120K -$2.8K -58 -2%
CPFP
1020
Clear Perspectives Financial Planning
Ohio
$119K – – –
S
1021
Seeyond
France
$119K +$531 +11 +0.4%
TFM
1022
TFC Financial Management
Massachusetts
$118K +$6.49K +134 +6%
SWA
1023
Sutton Wealth Advisors
Florida
$118K – – –
EBSAM
1024
Eubel Brady & Suttman Asset Management
Ohio
$116K -$116K -2,742 -50%
ZB
1025
Zions Bancorporation
Utah
$116K +$534 +11 +0.5%
39 40
41
42 43