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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 %
GJIC
1251
Gamble Jones Investment Counsel
California
– -$153K -4,307 Closed
AAM
1252
Advisors Asset Management
Colorado
– -$142K -3,989 Closed
HR
1253
Howe & Rusling
New York
– -$122K -3,435 Closed
IWMA
1254
Ironwood Wealth Management (Arizona)
Arizona
– -$94K -2,631 Closed
HI
1255
Hudock Inc
Pennsylvania
– -$86K -2,424 Closed
TIM
1256
Tevis Investment Management
Texas
– -$84K -2,320 Closed
OPW
1257
Oxler Private Wealth
New York
– -$59.3K -1,666 Closed
AIP
1258
Almanack Investment Partners
Pennsylvania
– -$56K -1,570 Closed
IAMOG
1259
Investors Asset Management of Georgia
Georgia
– -$54K -1,516 Closed
AWM
1260
Ameliora Wealth Management
Switzerland
– -$34K -1,000 Closed
CWM
1261
Castle Wealth Management
Florida
– -$31K -867 Closed
EIP
1262
Ellis Investment Partners
Pennsylvania
– -$27K -765 Closed
WB
1263
West Bancorporation
Iowa
– -$16K -460 Closed
CL
1264
COWA LLC
Oklahoma
– -$16K -460 Closed
NEAM
1265
New England Asset Management
Connecticut
– -$16K -453 Closed
KIG
1266
Kessler Investment Group
Indiana
– -$13K -374 Closed
GWSG
1267
GPS Wealth Strategies Group
Colorado
– -$13K -364 Closed
PFA
1268
Professional Financial Advisors
Nebraska
– -$8K -217 Closed
SWM
1269
Selective Wealth Management
Virginia
– -$6K -163 Closed
Loomis, Sayles & Company
1270
Loomis, Sayles & Company
Massachusetts
– -$2K -56 Closed
SFO
1271
Standard Family Office
South Dakota
– -$2K -47 Closed
SWM
1272
Stapp Wealth Management
Washington
– -$1K -27 Closed
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