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Carrier Global
CARR

Overview Fund Activity

1,256 hedge funds and large institutions have $33.8B invested in Carrier Global in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 368 increasing their positions, 563 reducing their positions, and 155 closing their positions.

Holders
1,256
Holders Change
-81
Holders Change %
-6.06%
% of All Funds
19.88%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
92
Increased
368
Reduced
563
Closed
155
Calls
$87.7M
Puts
$55.5M
Net Calls
+$32.2M
Net Calls Change
+$38.1M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.77B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$3.62B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$243M
4
Invesco
4
Invesco
Georgia
$227M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$92M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$642M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$2.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$320M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$890M
5
State Street
5
State Street
Massachusetts
$1.59B
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
1351
Abacus Wealth Partners
California
– – -3,931 Closed
NFC
1352
Northeast Financial Consultants
Connecticut
– – -3,901 Closed
FFMBT
1353
First Farmers & Merchants Bank Trust
Tennessee
– – -3,885 Closed
OFS
1354
OneAscent Financial Services
Alabama
– – -3,837 Closed
SFS
1355
Stiles Financial Services
Minnesota
– – -3,829 Closed
NAMP
1356
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– – -3,807 Closed
FA
1357
Financial Advisors
Massachusetts
– – -3,778 Closed
RWM
1358
Ritholtz Wealth Management
New York
– – -3,772 Closed
KF
1359
Krilogy Financial
Missouri
– – -3,765 Closed
BOPW
1360
Brandywine Oak Private Wealth
Pennsylvania
– – -3,726 Closed
TPWM
1361
Twelve Points Wealth Management
Massachusetts
– – -3,720 Closed
MWP
1362
Madison Wealth Partners
Wisconsin
– – -3,716 Closed
BO
1363
BRR OpCo
Ohio
– – -3,695 Closed
KCM
1364
KRS Capital Management
Michigan
– – -3,387 Closed
CA
1365
CoreCap Advisors
Michigan
– – -3,310 Closed
CWS
1366
Confluence Wealth Services
Pennsylvania
– – -3,184 Closed
CFCI
1367
Comprehensive Financial Consultants Institutional
Indiana
– – -2,812 Closed
CCM
1368
Chilton Capital Management
Texas
– – -2,326 Closed
CA
1369
Cornerstone Advisory
Maryland
– – -2,301 Closed
SF
1370
SBK Financial
Virginia
– – -2,000 Closed
BC
1371
Barnett & Company
Tennessee
– – -2,000 Closed
BCP
1372
Blue Chip Partners
Michigan
– – -1,988 Closed
EBA
1373
Eagle Bay Advisors
New York
– – -1,969 Closed
CSWM
1374
Cassady Schiller Wealth Management
Ohio
– – -1,719 Closed
PCMC
1375
Paragon Capital Management (Colorado)
Colorado
– – -1,444 Closed
53 54
55
56 57