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Carrier Global
CARR

Overview Fund Activity

1,537 hedge funds and large institutions have $59.5B invested in Carrier Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 507 increasing their positions, 534 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+99
Holders Change %
+6.88%
% of All Funds
22.23%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.27%
New
196
Increased
507
Reduced
534
Closed
80
Calls
$725M
Puts
$704M
Net Calls
+$21.2M
Net Calls Change
-$140M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$187M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$179M
3
ZIG
Zurich Insurance Group
Switzerland
+$130M
4
Amundi
Amundi
France
+$128M
5
Capital International Investors
Capital International Investors
California
+$112M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$177M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$157M
3
Morgan Stanley
Morgan Stanley
New York
-$118M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$104M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
651
Scotia Capital
Ontario, Canada
$990K -$2.33K -29 -0.2%
SAM
652
Shell Asset Management
Netherlands
$988K +$988K +12,276 New
VFA
653
Valeo Financial Advisors
Indiana
$986K +$14.4K +179 +1%
CAM
654
Cidel Asset Management
Ontario, Canada
$985K +$23.3K +289 +2%
AWA
655
Arkadios Wealth Advisors
Georgia
$982K +$12.8K +159 +1%
RC
656
Roundview Capital
New Jersey
$980K +$1.93K +24 +0.2%
PWW
657
Pettyjohn Wood & White
Virginia
$977K +$16.1K +200 +2%
MGIA
658
Moneta Group Investment Advisors
Missouri
$972K +$6.52K +81 +0.7%
AWM
659
Axxcess Wealth Management
California
$971K -$159K -1,971 -14%
IIM
660
Intact Investment Management
Quebec, Canada
$969K +$969K +12,040 New
VT
661
Vise Technologies
New York
$965K +$50.9K +632 +6%
AC
662
Avestar Capital
New York
$960K +$33.5K +416 +4%
SFFS
663
Stonehage Fleming Financial Services
Jersey
$958K -$14.2K -176 -1%
CAM
664
Columbia Asset Management
Michigan
$958K – – –
GA
665
Geller Advisors
New York
$958K -$13K -162 -1%
FCH
666
Freestone Capital Holdings
Washington
$958K +$8.53K +106 +0.9%
LC
667
Lindbrook Capital
California
$955K +$4.59K +57 +0.5%
SEIA
668
Signature Estate & Investment Advisors
California
$932K +$83.5K +1,037 +10%
KWA
669
Kingswood Wealth Advisors
California
$929K +$260K +3,226 +39%
CCM
670
Coldstream Capital Management
Washington
$927K +$235K +2,942 +34%
LHC
671
Little House Capital
Massachusetts
$925K +$171K +2,130 +23%
TG
672
TCW Group
California
$924K -$22.6K -281 -2%
CWP
673
Core Wealth Partners
California
$918K -$5.31K -66 -0.6%
EGM
674
Engineers Gate Manager
New York
$911K +$911K +11,314 New
P
675
&Partners
Tennessee
$909K +$630K +7,830 +225%
25 26
27
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