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Carrier Global
CARR

Overview Fund Activity

1,387 hedge funds and large institutions have $44.1B invested in Carrier Global in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 418 increasing their positions, 538 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+82
Holders Change %
+6.28%
% of All Funds
20.33%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
179
Increased
418
Reduced
538
Closed
82
Calls
$211M
Puts
$345M
Net Calls
-$134M
Net Calls Change
+$23M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$571M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$170M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$111M
4
BGCP
Bristol Gate Capital Partners
Ontario, Canada
+$92.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$80.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$943M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$190M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$147M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$68.1M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$64.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTW
676
Boston Trust Walden
Massachusetts
$602K +$2.87K +50 +0.5%
TTWM
677
TCV Trust & Wealth Management
Virginia
$601K -$8.33K -145 -1%
AMIM
678
Aull & Monroe Investment Management
Alabama
$599K -$14.4K -250 -2%
EWA
679
EP Wealth Advisors
California
$599K +$23.4K +407 +4%
EAM
680
Eagle Asset Management
Florida
$597K -$111K -1,938 -16%
BSA
681
Bull Street Advisors
Georgia
$594K – – –
PFS
682
Prospera Financial Services
Texas
$591K -$322K -5,597 -35%
AWA
683
Arkadios Wealth Advisors
Georgia
$591K +$38K +661 +7%
HIM
684
Hillsdale Investment Management
Ontario, Canada
$589K +$589K +10,250 New
BFM
685
Boston Financial Management
Massachusetts
$581K +$41.5K +722 +8%
CAM
686
Carret Asset Management
New York
$579K +$57 +1 +0%
CIA
687
Concurrent Investment Advisors
Florida
$579K +$579K +10,086 New
SF
688
Symphony Financial
Texas
$578K +$578K +10,295 New
GWMR
689
GC Wealth Management RIA
Massachusetts
$577K +$577K +10,050 New
PWA
690
Provenance Wealth Advisors
Florida
$575K +$5.11K +89 +0.9%
CIC
691
Canal Insurance Company
South Carolina
$575K – – –
GFA
692
Gifford Fong Associates
California
$575K – – –
SOS
693
Silver Oak Securities
Tennessee
$574K -$16.4K -286 -3%
BP
694
Ballentine Partners
Massachusetts
$573K +$152K +2,650 +36%
AFG
695
Alterity Financial Group
Maine
$572K – – –
EHC
696
Everett Harris & Co
California
$572K +$74.7K +1,300 +15%
SYBT
697
Stock Yards Bank & Trust
Kentucky
$571K -$78.5K -1,366 -12%
BCM
698
Beck Capital Management
Texas
$569K +$44.8K +779 +9%
BHWM
699
Bar Harbor Wealth Management
New Hampshire
$566K +$28.7K +500 +5%
BWAM
700
Boyd Watterson Asset Management
Ohio
$563K -$7.58K -132 -1%
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