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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 %
PTC
701
Private Trust Company
Ohio
$562K +$50.1K +872 +10%
GL
702
Graypoint LLC
New York
$560K +$10.6K +184 +2%
DWT
703
Dorsey & Whitney Trust
South Dakota
$556K +$21.3K +371 +4%
PWW
704
Pettyjohn Wood & White
Virginia
$555K +$81.9K +1,425 +17%
IAIM
705
International Assets Investment Management
Florida
$554K -$1.29M -22,497 -70%
AO
706
Advisor OS
Illinois
$546K +$42.7K +743 +8%
CNAM
707
Campbell Newman Asset Management
Wisconsin
$545K – – –
CWA
708
Clarus Wealth Advisors
Arizona
$545K +$545K +9,836 New
MNBTD
709
Moody National Bank Trust Division
Texas
$542K -$536K -9,336 -50%
SPC
710
Sigma Planning Corp
Michigan
$541K -$566K -9,848 -51%
RCA
711
Resonant Capital Advisors
Wisconsin
$539K -$2.19K -38 -0.4%
AIP
712
Ameritas Investment Partners
Nebraska
$536K -$33.2K -578 -6%
FG
713
Fiduciary Group
Georgia
$535K – – –
IG
714
ING Group
Netherlands
$532K +$532K +9,268 New
SIG
715
Sky Investment Group
Connecticut
$532K -$287 -5 -0.1%
RWA
716
River Wealth Advisors
Pennsylvania
$531K -$6.15K -107 -1%
TVAMP
717
Tennessee Valley Asset Management Partners
Tennessee
$529K +$265K +4,618 +101%
MPW
718
Monterey Private Wealth
California
$526K +$115 +2 +0%
CAM
719
Cidel Asset Management
Ontario, Canada
$525K +$228K +3,960 +77%
WANY
720
Wealthspire Advisors (New York)
New York
$524K +$22.2K +387 +4%
OAM
721
Oppenheimer Asset Management
New York
$523K +$41.9K +730 +9%
SVWAG
722
Sound View Wealth Advisors Group
Georgia
$519K -$25.9K -451 -5%
BMO
723
Beck Mack & Oliver
New York
$518K – – –
NAS
724
Nicolet Advisory Services
Wisconsin
$518K +$4.96K +89 +1%
CG
725
CFO4Life Group
Texas
$517K -$9.42K -164 -2%
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