CARR icon

Carrier Global
CARR

Overview Fund Activity

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$3.88B
2
Capital World Investors
Capital World Investors
California
$4.01B
3
Capital Research Global Investors
Capital Research Global Investors
California
$4.13B
4
FMI
Fiduciary Management Inc
Wisconsin
$219M
5
BlackRock
BlackRock
New York
$3.02B

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$388K
3
PAM
PineStone Asset Management
Quebec, Canada
$55.5M
4
Invesco
Invesco
Georgia
$205M
5
CS
Credit Suisse
Switzerland
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
1226
Pacific Center for Financial Services
California
$2.49K – – –
NCM
1227
Northwest Capital Management
Oregon
$2.34K +$2.34K +47 New
OAJ
1228
Ogorek Anthony Joseph
New York
$2K – – –
WPA
1229
West Paces Advisors
Georgia
$1.99K – – –
TCM
1230
TD Capital Management
Tennessee
$1.99K – – –
ARS
1231
Adirondack Retirement Specialists
New York
$1.99K – – –
MAM
1232
Marquette Asset Management
Minnesota
$1.84K – – –
IRC
1233
Investors Research Corp
Georgia
$1.74K – – –
PPC
1234
Park Place Capital
Alabama
$1.69K – – –
WWM
1235
Wolff Wiese Magana
California
$1.59K – – –
CCP
1236
Cunning Capital Partners
North Carolina
$1.58K -$1.46M -31,795 Closed
TCA
1237
Trifecta Capital Advisors
Illinois
$1.54K – – –
IA
1238
IFS Advisors
Kansas
$1.54K +$1.54K +31 New
BWL
1239
Bogart Wealth LLC
Virginia
$1.39K -$2.88K -58 -67%
AP
1240
Arlington Partners
Alabama
$1.39K – – –
SWM
1241
Sanctuary Wealth Management
Idaho
$1.39K +$1.39K +28 New
GWM
1242
Guardian Wealth Management
Illinois
$1.23K – – –
TFA
1243
Transamerica Financial Advisors
Florida
$1K – – –
HFS
1244
HBC Financial Services
Washington
$1K – – –
HWM
1245
HighMark Wealth Management
Minnesota
$994 – – –
TWP
1246
TFO Wealth Partners
Ohio
$895 – – –
VWM
1247
Venturi Wealth Management
Texas
$796 +$796 +16 New
RA
1248
Rise Advisors
New York
$774 – – –
PP
1249
Pacifica Partners
Canada
$640 – – –
PA
1250
PSI Advisors
Florida
$299 – – –
48 49
50
51 52