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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 %
FCB
1026
First Command Bank
Texas
$111K -$13.6K -273 -11%
FCA
1027
FinTrust Capital Advisors
South Carolina
$110K – – –
EBA
1028
Eagle Bay Advisors
New York
$108K -$12.6K -254 -10%
UIA
1029
Ulland Investment Advisors
Minnesota
$107K – – –
MCM
1030
MV Capital Management
Maryland
$105K -$15.1K -303 -13%
AA
1031
Addison Advisors
Vermont
$105K -$249 -5 -0.2%
AWM
1032
AllSquare Wealth Management
New York
$103K – – –
DSC
1033
Duncker Streett & Co
Missouri
$103K -$597 -12 -0.6%
CF
1034
Centaurus Financial
California
$102K -$86.5K -1,732 -46%
CA
1035
Crewe Advisors
Utah
$102K -$13K -261 -11%
BCP
1036
Blue Chip Partners
Michigan
$101K +$101K +2,034 New
C
1037
Covestor
United Kingdom
$101K +$28.8K +580 +40%
WSC
1038
Wellington Shields & Co
New York
$99.4K -$63.9K -1,285 -39%
CAC
1039
Core Alternative Capital
Georgia
$98.4K +$48.5K +976 +97%
MIM
1040
Meridiem Investment Management
United Kingdom
$98.2K – – –
CFG
1041
CKW Financial Group
Hawaii
$97K – – –
GWS
1042
Glassman Wealth Services
Virginia
$95.9K -$119K -2,391 -55%
CCMI
1043
Creative Capital Management Investments
California
$94.2K +$57.3K +1,153 +155%
CWC
1044
Carolinas Wealth Consulting
North Carolina
$93.9K -$1.41K -79 -1%
CFFP
1045
Center for Financial Planning
Michigan
$91.1K -$2.24K -45 -2%
OC
1046
Oakworth Capital
Alabama
$91K +$9.94K +200 +12%
MTIC
1047
Missouri Trust & Investment Company
Missouri
$90.6K +$42.7K +858 +89%
OSNBOA
1048
Old Second National Bank of Aurora
Illinois
$89.5K – – –
DAC
1049
Dividend Assets Capital
South Carolina
$89K -$391K -7,910 -81%
CSWM
1050
Cassady Schiller Wealth Management
Ohio
$87.7K +$3.28K +66 +4%
40 41
42
43 44