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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 %
SFFS
751
Stonehage Fleming Financial Services
Jersey
$467K -$434K -7,556 -48%
MGIA
752
Moneta Group Investment Advisors
Missouri
$463K +$1.95K +34 +0.4%
RT
753
Rockland Trust
Massachusetts
$463K +$2.82K +49 +0.6%
FCP
754
Fidelis Capital Partners
Florida
$462K +$48.3K +841 +12%
AAP
755
Arax Advisory Partners
Colorado
$461K -$4.14K -72 -0.9%
Parallax Volatility Advisers
756
Parallax Volatility Advisers
California
$460K +$460K +8,005 New
MNG
757
Manning & Napier Group
New York
$456K +$456K +7,930 New
WPW
758
Waldron Private Wealth
Pennsylvania
$455K -$10.8K -188 -2%
MBT
759
Montecito Bank & Trust
California
$455K -$164K -2,850 -26%
WT
760
Washington Trust
Rhode Island
$454K -$5.75K -100 -1%
SWM
761
Scissortail Wealth Management
Oklahoma
$452K +$452K +8,019 New
SS
762
Sunbelt Securities
Texas
$451K -$7.07K -123 -2%
TSWM
763
Triangle Securities Wealth Management
North Carolina
$450K -$1.72K -30 -0.4%
EWA
764
Exencial Wealth Advisors
Oklahoma
$449K -$64.5K -1,123 -13%
WBC
765
Westpac Banking Corp
Australia
$449K +$21.3K +371 +5%
FCI
766
Financial Counselors Inc
Kansas
$447K -$8.45K -147 -2%
II
767
Inspire Investing
Idaho
$446K +$64.9K +1,129 +17%
AP
768
Atwood & Palmer
Missouri
$445K – – –
CIM
769
Contravisory Investment Management
Massachusetts
$444K +$444K +7,737 New
FWTB
770
First Western Trust Bank
Colorado
$443K -$17.2K -300 -4%
CCT
771
Chemung Canal Trust
New York
$442K – – –
DCM
772
Donaldson Capital Management
Indiana
$441K -$39.8K -693 -8%
MG
773
Mather Group
Illinois
$440K +$17.1K +297 +4%
PFSC
774
Peoples Financial Services Corp
Pennsylvania
$437K – – –
FAG
775
Financial Advisory Group
Texas
$434K – – –
29 30
31
32 33