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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 %
KC
1276
Kinloch Capital
Virginia
– -$54K -1,433 Closed
PFO
1277
Pathstone Family Office
New Jersey
– -$49K -1,286 Closed
KPCM
1278
Kings Point Capital Management
New York
– -$43K -1,150 Closed
PCIA
1279
Prime Capital Investment Advisors
Kansas
– -$40K -1,064 Closed
PGAM
1280
Princeton Global Asset Management
New Jersey
– -$40K -1,060 Closed
VCG
1281
Vantage Consulting Group
Virginia
– -$40K -1,057 Closed
VAIA
1282
Virtus Alternative Investment Advisers
Connecticut
– -$40K -1,057 Closed
MIM
1283
Merrion Investment Management
New Jersey
– -$40K -1,053 Closed
SFG
1284
Sowa Financial Group
Rhode Island
– -$30K -784 Closed
BWM
1285
Birchcreek Wealth Management
Ohio
– -$26K -700 Closed
RPWA
1286
Regent Peak Wealth Advisors
Georgia
– -$17K -463 Closed
CCA
1287
Childress Capital Advisors
Texas
– -$17K -443 Closed
PS
1288
Planned Solutions
California
– -$16K -425 Closed
FWM
1289
FSA Wealth Management
Massachusetts
– -$16K -418 Closed
PAI
1290
Pittenger & Anderson Inc
Nebraska
– -$15K -385 Closed
AIL
1291
AGF Investments LLC
Ontario, Canada
– -$12K -321 Closed
D
1292
Diversified
Delaware
– -$8K -273 Closed
SIAG
1293
Safeguard Investment Advisory Group
California
– -$8K -216 Closed
CAC
1294
Core Alternative Capital
Georgia
– -$7K -191 Closed
GSAM
1295
Grant Street Asset Management
Pennsylvania
– -$7K -189 Closed
GA
1296
GoalVest Advisory
New York
– -$5K -145 Closed
AJ
1297
Ashburton (Jersey)
Jersey
– -$4K -95 Closed
FPCG
1298
Fort Pitt Capital Group
Pennsylvania
– -$3K -84 Closed
CT
1299
Clearstead Trust
Maine
– -$3K -75 Closed
SIAG
1300
Signet Investment Advisory Group
Rhode Island
– -$2K -50 Closed
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