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Carrier Global
CARR

Overview Fund Activity

1,212 hedge funds and large institutions have $31B invested in Carrier Global in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 371 increasing their positions, 528 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
-5
Holders Change %
-0.41%
% of All Funds
21.34%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
106
Increased
371
Reduced
528
Closed
100
Calls
$77M
Puts
$32.3M
Net Calls
+$44.7M
Net Calls Change
+$21.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$2B
2
Capital World Investors
Capital World Investors
California
$1.21B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$483M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$226M
5
Capital Research Global Investors
Capital Research Global Investors
California
$2.3B

Top Sellers

1
State Street
State Street
Massachusetts
$2.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$562M
3
DSA
Davis Selected Advisers
Arizona
$692M
4
Dodge & Cox
Dodge & Cox
California
$1.18B
5
ProShare Advisors
ProShare Advisors
Maryland
$4.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIM
1176
M&G Investment Management
United Kingdom
$3.05K +$1.91K +45,554 +168%
CCM
1177
Cribstone Capital Management
Maine
$3K – – –
JPLA
1178
Joseph P. Lucia & Associates
New York
$3K – – –
SL
1179
Savior LLC
Massachusetts
$3K – – –
BBHC
1180
Brown Brothers Harriman & Co
New York
$3K -$417 -9,877 -12%
WAS
1181
Winch Advisory Services
Wisconsin
$2K – – –
TCM
1182
TD Capital Management
Tennessee
$2K – – –
FMP
1183
Financial Management Professionals
Texas
$2K – – –
PCFFS
1184
Pacific Center for Financial Services
California
$2K – – –
SFO
1185
Standard Family Office
South Dakota
$2K – – –
APWA
1186
Atlas Private Wealth Advisors
New Jersey
$2K – – –
TCWA
1187
Ten Capital Wealth Advisors
Washington
$2K – – –
CCA
1188
Column Capital Advisors
Indiana
$2K +$610 +18 +44%
FPW
1189
Flagship Private Wealth
Massachusetts
$1.96K – – –
WPA
1190
West Paces Advisors
Georgia
$1.69K – – –
LPARFS
1191
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.41K +$291 +6,896 +26%
HFS
1192
HBC Financial Services
Washington
$1.09K – – –
HWA
1193
Heritage Wealth Advisors
Virginia
$1.06K +$1.06K +25 New
TFGT
1194
TS Financial Group (TSFG)
Illinois
$1K -$1K -18 -50%
BA
1195
Bellwether Advisors
Nebraska
$1K – – –
OAJ
1196
Ogorek Anthony Joseph
New York
$1K – – –
CWA
1197
Carolina Wealth Advisors
South Carolina
$1K – – –
PP
1198
Pacifica Partners
Canada
$1K – – –
LAS
1199
Lloyd Advisory Services
Georgia
$1K – – –
HWM
1200
HighMark Wealth Management
Minnesota
$1K – – –
46 47
48
49 50