CARR icon

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 %
CFG
726
Citizens Financial Group
Rhode Island
$513K +$180K +3,126 +54%
CCB
727
Country Club Bank
Missouri
$511K -$2.42K -42 -0.5%
CI
728
Cigna Investments
Connecticut
$510K +$230 +4 +0%
BFS
729
Bard Financial Services
Connecticut
$509K – – –
TAM
730
Tucker Asset Management
Colorado
$504K -$25.3K -440 -5%
RP
731
Riverwater Partners
Wisconsin
$504K – – –
1SB
732
1ST Source Bank
Indiana
$503K -$8.79K -153 -2%
CCA
733
Checchi Capital Advisers
California
$500K +$3.05K +53 +0.6%
TPCW
734
TD Private Client Wealth
New York
$496K -$7.76K -135 -2%
Voloridge Investment Management
735
Voloridge Investment Management
Florida
$496K +$496K +8,628 New
SACTSONJ
736
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$494K – – –
DMC
737
Drexel Morgan & Co
Pennsylvania
$493K – – –
TCM
738
Twin Capital Management
Pennsylvania
$490K -$14.8K -258 -3%
QCM
739
Qsemble Capital Management
New York
$488K +$488K +8,493 New
GI
740
GAMMA Investing
California
$484K +$484K +8,839 New
O
741
Ossiam
France
$483K +$2.41K +42 +0.5%
CI
742
CX Institutional
Indiana
$480K -$9.48K -165 -2%
HSA
743
HBK Sorce Advisory
Pennsylvania
$478K -$42.1K -733 -8%
SWM
744
Shakespeare Wealth Management
Wisconsin
$476K – – –
MWM
745
Massachusetts Wealth Management
Massachusetts
$475K +$227K +3,950 +91%
AIA
746
Angeles Investment Advisors
California
$474K +$6.11K +106 +1%
RMC
747
Resources Management Corp
Connecticut
$473K -$2.01K -35 -0.4%
PCM
748
Pointe Capital Management
Michigan
$472K – – –
CCM
749
Coldstream Capital Management
Washington
$472K +$15.2K +264 +3%
ILI
750
Invesco LLC (Illinois)
Illinois
$469K -$4.6K -80 -1%
28 29
30
31 32