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Carrier Global
CARR

Overview Fund Activity

1,256 hedge funds and large institutions have $33.8B invested in Carrier Global in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 368 increasing their positions, 563 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
-81
Holders Change %
-6.06%
% of All Funds
19.88%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
92
Increased
368
Reduced
563
Closed
155
Calls
$87.7M
Puts
$55.5M
Net Calls
+$32.2M
Net Calls Change
+$38.1M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$3.77B
2
Capital Research Global Investors
Capital Research Global Investors
California
$3.62B
3
Renaissance Technologies
Renaissance Technologies
New York
$243M
4
Invesco
Invesco
Georgia
$227M
5
Two Sigma Investments
Two Sigma Investments
New York
$92M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$642M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$2.85M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$320M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$890M
5
State Street
State Street
Massachusetts
$1.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1151
Sound Income Strategies
Florida
$21K -$1.06K -23 -5%
BCPWM
1152
Bradley & Co Private Wealth Management
Florida
$21K – – –
CCA
1153
Column Capital Advisors
Indiana
$21K +$13.2K +293 +169%
WB
1154
West Bancorporation
Iowa
$21K +$21K +460 New
CAC
1155
Core Alternative Capital
Georgia
$20K +$18.6K +403 +1,300%
RTC
1156
Riverview Trust Company
Washington
$20K +$20K +437 New
LWA
1157
Lenox Wealth Advisors
New York
$19K -$26.1K -601 -58%
JWM
1158
Janiczek Wealth Management
Colorado
$19K – – –
CIA
1159
Cascade Investment Advisors
Oregon
$18.9K – – –
EARNEST Partners
1160
EARNEST Partners
Georgia
$18K – – –
FMB
1161
Field & Main Bank
Kentucky
$18K – – –
VCM
1162
Versant Capital Management
Arizona
$18K – – –
LFG
1163
Larson Financial Group
Missouri
$18K +$47 +1 +0.3%
FPFS
1164
First Personal Financial Services
North Carolina
$17K -$20.3K -453 -54%
MBFW
1165
Morton Brown Family Wealth
Pennsylvania
$17K -$1.95K -42 -10%
SN
1166
Sittner & Nelson
Oregon
$17K – – –
SSG
1167
Summit Securities Group
New York
$16K -$386K -8,441 -96%
TFO
1168
Tarbox Family Office
California
$16K -$5.68K -120 -26%
NSB
1169
Norway Savings Bank
Maine
$16K -$1.88K -40 -11%
EWM
1170
Endurance Wealth Management
Rhode Island
$16K – – –
TIM
1171
Tortoise Investment Management
New York
$16K – – –
CMA
1172
Cedar Mountain Advisors
Oregon
$16K – – –
TLCM
1173
Twin Lakes Capital Management
California
$16K – – –
TWM
1174
Tradition Wealth Management
Minnesota
$16K – – –
DI
1175
Disciplined Investments
Oklahoma
$16K +$3.75K +82 +31%
45 46
47
48 49