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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 %
AAG
1101
Armstrong Advisory Group
Massachusetts
$44.5K – – –
MFT
1102
Moisand Fitzgerald Tamayo
Florida
$43.3K – – –
PHAM
1103
Portland Hill Asset Management
United Kingdom
$43K – – –
CWM
1104
CarsonAllaria Wealth Management
Illinois
$41.4K +$50 +1 +0.1%
NF
1105
Norwood Financial
Pennsylvania
$41.2K -$3.53K -71 -8%
GI
1106
Gradient Investments
Minnesota
$40.9K +$4.97K +100 +14%
PB
1107
Pinnacle Bancorp
Nebraska
$39.8K – – –
CB
1108
Centennial Bank
Arkansas
$39.7K – – –
PMFA
1109
Plante Moran Financial Advisors
Michigan
$39.3K – – –
SWA
1110
Sutton Wealth Advisors
Florida
$39.1K +$5.02K +101 +15%
CG
1111
Cutler Group
California
$39K -$63.4K -1,300 -62%
CWP
1112
Concord Wealth Partners
Virginia
$38.9K – – –
CPG
1113
Cornerstone Planning Group
New Jersey
$38.2K +$38.2K +768 New
TWM
1114
Tradition Wealth Management
Minnesota
$38K +$1.34K +27 +4%
ACM
1115
Antonetti Capital Management
Florida
$37.2K – – –
M
1116
MOTCO
Texas
$36.5K +$149 +3 +0.4%
TSW
1117
Thompson Siegel & Walmsley
Virginia
$36K – – –
VNA
1118
Valley National Advisers
Pennsylvania
$36K +$1.27K +25 +4%
HWA
1119
Heritage Wealth Advisors
Virginia
$34.8K -$1.24K -25 -3%
BCA
1120
Bray Capital Advisors
Florida
$34.8K – – –
O
1121
Ossiam
France
$34.7K – – –
AWM
1122
Avior Wealth Management
Nebraska
$34.6K -$4.13K -83 -11%
CCA
1123
Column Capital Advisors
Indiana
$33.9K – – –
JWM
1124
Janiczek Wealth Management
Colorado
$32.5K -$1.54K -31 -5%
LWP
1125
Lumature Wealth Partners
Georgia
$32.5K +$2.09K +42 +7%
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