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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 %
BTW
701
Boston Trust Walden
Massachusetts
$820K – – –
BSA
702
Bull Street Advisors
Georgia
$819K -$2.09K -26 -0.3%
PIM
703
Plato Investment Management
Australia
$819K – – –
FCBT
704
First Citizens Bank & Trust
North Carolina
$819K -$25K -311 -3%
VCA
705
Verdence Capital Advisors
Maryland
$819K +$17.3K +215 +2%
MNBTD
706
Moody National Bank Trust Division
Texas
$817K +$4.91K +61 +0.6%
SOS
707
Silver Oak Securities
Tennessee
$809K +$5.07K +65 +0.6%
IAS
708
Investment Advisory Services
Texas
$808K -$39.5K -491 -5%
RCA
709
Resonant Capital Advisors
Wisconsin
$808K +$16.6K +206 +2%
HH
710
Hilltop Holdings
Texas
$805K +$362K +4,493 +81%
CIC
711
Canal Insurance Company
South Carolina
$805K – – –
GFA
712
Gifford Fong Associates
California
$805K – – –
JCA
713
Jade Capital Advisors
New Jersey
$805K -$7.24M -90,000 -90%
PWA
714
Provenance Wealth Advisors
Florida
$801K -$8.45K -105 -1%
FC
715
Forte Capital
New York
$799K – – –
AMIM
716
Aull & Monroe Investment Management
Alabama
$798K -$31.5K -391 -4%
TTWM
717
TCV Trust & Wealth Management
Virginia
$798K -$11.1K -138 -1%
FCCM
718
First City Capital Management
Georgia
$796K – – –
LWANC
719
Laurel Wealth Advisors (North Carolina)
North Carolina
$794K -$58.1K -722 -7%
DTL
720
Dynamic Technology Lab
Singapore
$793K +$793K +9,858 New
CAM
721
Carret Asset Management
New York
$792K -$3.22K -40 -0.4%
LCGC
722
Legacy Capital Group California
California
$791K +$3.78K +47 +0.5%
FNFDCM
723
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$788K -$76.1K -945 -9%
RWA
724
River Wealth Advisors
Pennsylvania
$782K +$161 +2 +0%
FFM
725
Fullerton Fund Management
Singapore
$777K +$777K +9,650 New
27 28
29
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