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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 %
BAM
1026
Bellevue Asset Management
Washington
$58.6K – – –
1832 Asset Management
1027
1832 Asset Management
Ontario, Canada
$58.6K -$8.66K -210 -13%
RFA
1028
Register Financial Advisors
Georgia
$58.5K +$58.5K +1,419 New
TSW
1029
Thompson Siegel & Walmsley
Virginia
$57K – – –
FCT
1030
First Community Trust
Iowa
$57K +$15.4K +373 +37%
SWM
1031
Sugarloaf Wealth Management
Georgia
$55K +$41 +1 +0.1%
BCMLT
1032
Beacon Capital Management LLC (Tennessee)
Tennessee
$54.4K -$2.06K -50 -4%
ACP
1033
Arcus Capital Partners
Georgia
$54.1K +$54.1K +1,313 New
TFP
1034
Tilia Fiduciary Partners
North Carolina
$53.1K +$41 +1 +0.1%
TWA
1035
TCI Wealth Advisors
Arizona
$51.3K +$866 +21 +2%
LS
1036
Livforsakringsbolaget Skandia
Sweden
$50.2K – – –
ONST
1037
Old North State Trust
North Carolina
$47K -$830 -20 -2%
APC
1038
Aspire Private Capital
North Carolina
$46.2K – – –
BWM
1039
BerganKDV Wealth Management
Minnesota
$45.9K -$330 -8 -0.7%
HCM
1040
Highlander Capital Management
New Jersey
$45K – – –
BWM
1041
Baystate Wealth Management
Massachusetts
$45K +$41 +1 +0.1%
PMFA
1042
Plante Moran Financial Advisors
Michigan
$44.1K +$11K +267 +33%
ST
1043
Sageworth Trust
Pennsylvania
$44K – – –
KFI
1044
Key Financial Inc
Pennsylvania
$43.6K – – –
AIM
1045
Arcadia Investment Management
Michigan
$41.3K – – –
MTIC
1046
Missouri Trust & Investment Company
Missouri
$40K -$705 -17 -2%
CSPAM
1047
Cary Street Partners Asset Management
Virginia
$39.1K – – –
EC
1048
Elequin Capital
New York
$37.3K +$37.3K +904 New
NF
1049
Norwood Financial
Pennsylvania
$37.1K -$1.65K -40 -4%
TF
1050
Tompkins Financial
New York
$37K -$5.26K -129 -12%
40 41
42
43 44