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Carrier Global
CARR

Overview Fund Activity

1,403 hedge funds and large institutions have $43.9B invested in Carrier Global in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 453 increasing their positions, 540 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+16
Holders Change %
+1.15%
% of All Funds
20.34%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
128
Increased
453
Reduced
540
Closed
96
Calls
$294M
Puts
$140M
Net Calls
+$154M
Net Calls Change
+$288M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.34B
2
Capital International Investors
Capital International Investors
California
$4.93B
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$256M
4
Jane Street
Jane Street
New York
$74.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$781M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$234M
2
Capital World Investors
Capital World Investors
California
$3.28B
3
Morgan Stanley
Morgan Stanley
New York
$798M
4
BlackRock
BlackRock
New York
$3.33B
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
251
Bahl & Gaynor
Ohio
$6.01M +$127K +2,181 +2%
RCA
252
Riverview Capital Advisers
Massachusetts
$5.99M +$2.27K +39 +0%
LIM
253
Letson Investment Management
Georgia
$5.96M +$164K +2,825 +3%
TCM
254
Tufton Capital Management
Maryland
$5.9M -$76.1K -1,309 -1%
Fayez Sarofim & Co
255
Fayez Sarofim & Co
Texas
$5.83M +$826K +14,205 +17%
LJHT
256
Laurie J. Hall Trustee
$5.78M -$57K -980 -1%
EI
257
Ethic Inc
New York
$5.76M +$658K +11,313 +13%
CA
258
CapWealth Advisors
Tennessee
$5.75M -$1.92K -33 -0%
BEAM
259
Baker Ellis Asset Management
Washington
$5.72M -$110K -1,890 -2%
LTI
260
Laffer Tengler Investments
Tennessee
$5.71M +$556K +9,573 +11%
CAM
261
Close Asset Management
United Kingdom
$5.66M -$39.2K -675 -0.7%
CSIC
262
Clifford Swan Investment Counsel
California
$5.64M -$236K -4,062 -4%
SG Americas Securities
263
SG Americas Securities
New York
$5.62M +$2.48M +42,693 +79%
AIM
264
Achmea Investment Management
Netherlands
$5.62M – – –
BCIM
265
British Columbia Investment Management
British Columbia, Canada
$5.61M +$5K +86 +0.1%
WAS
266
Wesleyan Assurance Society
United Kingdom
$5.59M – – –
NAM
267
Nissay Asset Management
Japan
$5.53M -$79.9K -1,374 -1%
EW
268
Evoke Wealth
California
$5.53M +$5.53M +95,154 New
CAPTRUST Financial Advisors
269
CAPTRUST Financial Advisors
North Carolina
$5.51M -$1.35M -23,271 -20%
Squarepoint
270
Squarepoint
New York
$5.49M +$4.17M +71,676 +315%
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$5.48M +$97K +1,669 +2%
HHAM
272
HITE Hedge Asset Management
Massachusetts
$5.38M +$5.38M +92,473 New
Bank of Nova Scotia
273
Bank of Nova Scotia
Ontario, Canada
$5.37M -$554K -9,529 -9%
RFC
274
Regions Financial Corp
Alabama
$5.37M +$28.7K +494 +0.5%
HPC
275
HM Payson & Co
Maine
$5.29M -$65.2K -1,121 -1%
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