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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 %
IGWM
1151
ICA Group Wealth Management
Colorado
$7.37K +$7.37K +175 New
RWPA
1152
Richard W. Paul & Associates
Michigan
$7.14K +$7.14K +173 New
IBOK
1153
Independence Bank of Kentucky
Kentucky
$7K – – –
MWC
1154
MBM Wealth Consultants
Missouri
$7K – – –
FWM
1155
Focused Wealth Management
New York
$6.97K – – –
Kayne Anderson Rudnick Investment Management
1156
Kayne Anderson Rudnick Investment Management
California
$6.52K – – –
BAAM
1157
Baker Avenue Asset Management
California
$6.52K +$6.52K +158 New
MAWCM
1158
Mine & Arao Wealth Creation & Management
California
$6.19K – – –
AF
1159
Affiance Financial
Minnesota
$6.19K +$6.19K +150 New
LOIP
1160
Live Oak Investment Partners
Texas
$6.19K – – –
TJHA
1161
Thomas J. Herzfeld Advisors
Florida
$5.86K – – –
CFD
1162
Creative Financial Designs
Indiana
$5.58K -$413 -10 -7%
ME
1163
McIlrath & Eck
Washington
$5.57K – – –
MSCM
1164
McElhenny Sheffield Capital Management
Texas
$5.24K +$5.24K +127 New
FFA
1165
Fairfield Financial Advisors
Massachusetts
$5.18K +$41 +1 +0.8%
CA
1166
Corrado Advisors
New Jersey
$5.03K +$5.03K +122 New
HIIFS
1167
Harel Insurance Investments & Financial Services
Israel
$5K – – –
SIC
1168
SJS Investment Consulting
Ohio
$4.62K +$2.35K +57 +104%
PCA
1169
Providence Capital Advisors
North Carolina
$4.48K – – –
HNWAG
1170
High Net Worth Advisory Group
Florida
$4.13K -$1.2K -29 -22%
BHWM
1171
Beaird Harris Wealth Management
Texas
$4.13K +$4.13K +100 New
AWM
1172
Abound Wealth Management
Tennessee
$4.09K +$2.39K +58 +141%
WPWM
1173
Western Pacific Wealth Management
Illinois
$4.08K +$4.08K +99 New
MPCL
1174
My Personal CFO LLC
Washington
$3.84K +$3.84K +93 New
TFA
1175
Toth Financial Advisory
Virginia
$3.71K – – –
45 46
47
48 49