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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 %
FHA
776
First Horizon Advisors
Tennessee
$659K -$18.5K -230 -3%
BFS
777
Bard Financial Services
Connecticut
$654K -$59.6K -740 -8%
AAP
778
Arax Advisory Partners
Colorado
$649K -$11.4K -142 -2%
D.E. Shaw & Co
779
D.E. Shaw & Co
New York
$648K -$392K -4,868 -38%
Walleye Trading
780
Walleye Trading
New York
$648K -$2.64M -32,750 -80%
MBT
781
Montecito Bank & Trust
California
$647K +$29.9K +372 +5%
EWA
782
Exencial Wealth Advisors
Oklahoma
$646K +$4.91K +61 +0.8%
PG
783
Proffitt & Goodson
Tennessee
$644K +$30.6K +380 +5%
SS
784
Sunbelt Securities
Texas
$640K +$10.5K +131 +2%
RT
785
Rockland Trust
Massachusetts
$637K -$8.05K -100 -1%
ILI
786
Invesco LLC (Illinois)
Illinois
$636K – – –
TSWM
787
Triangle Securities Wealth Management
North Carolina
$635K +$8.05K +100 +1%
WT
788
Washington Trust
Rhode Island
$633K +$12K +149 +2%
AIA
789
Alera Investment Advisors
Illinois
$632K +$63.9K +794 +11%
SPC
790
Spirepoint Private Client
Florida
$627K +$38.7K +481 +7%
AP
791
Atwood & Palmer
Missouri
$620K – – –
ONB
792
Old National Bancorp
Indiana
$620K -$6.92K -86 -1%
FWTB
793
First Western Trust Bank
Colorado
$615K – – –
WAP
794
Wealthcare Advisory Partners
Pennsylvania
$612K -$20.3K -252 -3%
AWM
795
AE Wealth Management
Kansas
$609K -$117K -1,455 -16%
KFS
796
Keynote Financial Services
Connecticut
$609K -$20.1K -250 -3%
BF
797
BOK Financial
Oklahoma
$609K -$32K -400 -5%
LWCFA
798
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$608K +$96.2K +1,320 +19%
RWP
799
RWA Wealth Partners
Massachusetts
$608K +$286K +3,550 +89%
NAM
800
NTV Asset Management
West Virginia
$605K – – –
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