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Carrier Global
CARR

Overview Fund Activity

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.26B
2
Bank of America
2
Bank of America
North Carolina
$1.16B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$905M
4
Capital International Investors
4
Capital International Investors
California
$2.5B
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$155M

Top Sellers

1
State Street
1
State Street
Massachusetts
$1.71B
2
DSA
2
Davis Selected Advisers
Arizona
$69.6M
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$2.99B
5
Dodge & Cox
5
Dodge & Cox
California
$1.17B
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
1201
Joseph P. Lucia & Associates
New York
$4K – – –
EARNEST Partners
1202
EARNEST Partners
Georgia
$4K – – –
CBT
1203
Central Bank & Trust
Kentucky
$4K – – –
TJHA
1204
Thomas J. Herzfeld Advisors
Florida
$4K +$4K +83 New
CI
1205
Cordant Inc
Oregon
$4K +$4K +88 New
GFPC
1206
Global Financial Private Client
Florida
$3.61K – – –
BBHC
1207
Brown Brothers Harriman & Co
New York
$3.34K -$110 -2,270 -3%
APWA
1208
Atlas Private Wealth Advisors
New Jersey
$3K – – –
CCA
1209
Column Capital Advisors
Indiana
$3K – – –
CCM
1210
Cribstone Capital Management
Maine
$3K +$292 +7 +11%
Walleye Capital
1211
Walleye Capital
New York
$2.41K +$2.41K +49,500 New
FPW
1212
Flagship Private Wealth
Massachusetts
$2.25K – – –
WIA
1213
Wealthstreet Investment Advisors
Texas
$2K -$553K -10,500 -100%
SL
1214
Savior LLC
Massachusetts
$2K -$1.22K -25 -38%
SFO
1215
Standard Family Office
South Dakota
$2K – – –
WAS
1216
Winch Advisory Services
Wisconsin
$2K – – –
OAJ
1217
Ogorek Anthony Joseph
New York
$2K – – –
PCFFS
1218
Pacific Center for Financial Services
California
$2K – – –
TCM
1219
TD Capital Management
Tennessee
$2K – – –
FMP
1220
Financial Management Professionals
Texas
$2K +$417 +10 +26%
GKIM
1221
GW&K Investment Management
Massachusetts
$2K +$2K +35 New
PWS
1222
Paragon Wealth Strategies
Florida
$2K +$2K +50 New
KJHP
1223
K.J. Harrison & Partners
Ontario, Canada
$1.95K +$1.95K +40,000 New
WPA
1224
West Paces Advisors
Georgia
$1.94K – – –
ED
1225
Exane Derivatives
France
$1.03K – – –
47 48
49
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