CARR icon

Carrier Global
CARR

Overview Fund Activity

1,262 hedge funds and large institutions have $38.4B invested in Carrier Global in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 427 increasing their positions, 483 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,262
Holders Change
+23
Holders Change %
+1.86%
% of All Funds
22.16%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
110
Increased
427
Reduced
483
Closed
74
Calls
$131M
Puts
$112M
Net Calls
+$19.1M
Net Calls Change
+$15.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.13B
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$1.16B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$3.08B
4
Capital International Investors
4
Capital International Investors
California
$2.81B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.75B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.06B
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$15.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Dodge & Cox
4
Dodge & Cox
California
$1.13B
5
LPU
5
Lansdowne Partners (UK)
United Kingdom
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
1226
Creative Financial Designs
Indiana
$7K – – –
SSC
1227
Syverson Strege & Co
Iowa
$7K +$6.18K +121 +756%
AS
1228
Altshuler Shaham
Israel
$7K +$7K +139 New
EWA
1229
Evolution Wealth Advisors
Florida
$6K – – –
WWM
1230
Wagner Wealth Management
South Carolina
$6K +$50 +1 +0.8%
CI Investments Inc
1231
CI Investments Inc
Ontario, Canada
$6K +$6K +107 New
EARNEST Partners
1232
EARNEST Partners
Georgia
$5K – – –
SFPG
1233
Stonebridge Financial Planning Group
Florida
$5K – – –
IWP
1234
IAG Wealth Partners
Wisconsin
$5K – – –
RF
1235
Robbins Farley
New Hampshire
$5K +$5K +100 New
TCM
1236
Tradewinds Capital Management
Washington
$4K – – –
JPLA
1237
Joseph P. Lucia & Associates
New York
$4K – – –
CBT
1238
Central Bank & Trust
Kentucky
$4K – – –
TJHA
1239
Thomas J. Herzfeld Advisors
Florida
$4K +$48 +1 +1%
GFPC
1240
Global Financial Private Client
Florida
$3.88K – – –
BBHC
1241
Brown Brothers Harriman & Co
New York
$3.65K +$96 +1,862 +3%
CFO
1242
CVA Family Office
Colorado
$3K -$28.2K -1,014 -90%
CCM
1243
Cribstone Capital Management
Maine
$3K -$323 -7 -10%
APWA
1244
Atlas Private Wealth Advisors
New Jersey
$3K – – –
CCA
1245
Column Capital Advisors
Indiana
$3K – – –
PCFFS
1246
Pacific Center for Financial Services
California
$3K – – –
WPA
1247
West Paces Advisors
Georgia
$2.07K – – –
TCM
1248
TD Capital Management
Tennessee
$2K – – –
WAS
1249
Winch Advisory Services
Wisconsin
$2K – – –
OAJ
1250
Ogorek Anthony Joseph
New York
$2K – – –
48 49
50
51 52