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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
$3.34B
2
Victory Capital Management
Victory Capital Management
Texas
$171M
3
Morgan Stanley
Morgan Stanley
New York
$388M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$264M
5
CCMG
Clark Capital Management Group
Pennsylvania
$42.1M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$10.7M
2
Capital Research Global Investors
Capital Research Global Investors
California
$3.22B
3
Amundi
Amundi
France
$109M
4
Capital International Investors
Capital International Investors
California
$2.34B
5
Renaissance Technologies
Renaissance Technologies
New York
$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1101
MCF Advisors
Kentucky
$19.7K – – –
CB
1102
CNB Bank
Pennsylvania
$19.5K – – –
CCA
1103
Column Capital Advisors
Indiana
$19.2K – – –
DIP
1104
DT Investment Partners
Pennsylvania
$19K – – –
BCPWM
1105
Bradley & Co Private Wealth Management
Florida
$19K – – –
OA
1106
Operose Advisors
Wisconsin
$18.6K +$6.19K +150 +50%
AWM
1107
Accurate Wealth Management
Florida
$18.2K +$18.2K +413 New
SWA
1108
SOA Wealth Advisors
New York
$17.2K – – –
CAC
1109
Core Alternative Capital
Georgia
$17.1K -$19.8K -480 -54%
AWM
1110
Avior Wealth Management
Nebraska
$16.5K – – –
EARNEST Partners
1111
EARNEST Partners
Georgia
$16.2K – – –
VCM
1112
Versant Capital Management
Arizona
$15.6K – – –
CAL
1113
Capital Advisors Ltd
Ohio
$15K +$9.73K +713 +185%
HWMA
1114
Heritage Wealth Management (Arizona)
Arizona
$14.6K +$7.3K +177 +100%
TIM
1115
Tortoise Investment Management
New York
$14.4K – – –
TLCM
1116
Twin Lakes Capital Management
California
$14.3K – – –
DI
1117
Disciplined Investments
Oklahoma
$14.3K -$1.16K -28 -7%
CMA
1118
Cedar Mountain Advisors
Oregon
$14.2K – – –
TWM
1119
Tradition Wealth Management
Minnesota
$14K -$1.15K -27 -8%
TLA
1120
Tanglewood Legacy Advisors
Texas
$13.8K +$13.8K +335 New
BLC
1121
Brown, Lisle/Cummings
Rhode Island
$13.4K +$4.13K +100 +44%
LFA
1122
Level Financial Advisors
New York
$13K – – –
CBT
1123
CoreFirst Bank & Trust
Kansas
$12.4K -$4.13K -100 -25%
AFS
1124
Annapolis Financial Services
Maryland
$12.4K – – –
SN
1125
Sittner & Nelson
Oregon
$12.3K -$3.01K -73 -20%
43 44
45
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