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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 %
TH
801
TCTC Holdings
Texas
$402K – – –
HIC
802
Hartline Investment Corp
Illinois
$401K +$148K +2,577 +58%
TA
803
TFG Advisers
Michigan
$401K +$5.46K +95 +1%
LRPA
804
L. Roy Papp & Associates
Arizona
$399K – – –
WSCM
805
Wellington Shields Capital Management
New York
$398K – – –
CWM
806
Cornerstone Wealth Management
Missouri
$395K -$32.1K -558 -8%
MP
807
McDonald Partners
Ohio
$395K -$8.62K -150 -2%
FNB
808
Farmers National Bank
Kentucky
$393K -$689 -12 -0.2%
BIA
809
Bell Investment Advisors
California
$392K -$1.9K -33 -0.5%
MSS
810
Mitchell Sinkler & Starr
Pennsylvania
$390K +$153K +2,656 +64%
MA
811
MJP Associates
Connecticut
$388K +$388K +6,759 New
AC
812
AlphaCore Capital
California
$387K – – –
AIM
813
Athena Investment Management
California
$386K – – –
PS
814
Principal Securities
Iowa
$386K +$386K +6,712 New
CPA
815
Court Place Advisors
Maryland
$385K -$5.75K -100 -1%
DJSG
816
D.J. St. Germain
Massachusetts
$385K +$19.5K +340 +5%
FFA
817
Fortune Financial Advisors
Kansas
$385K -$3.68K -64 -0.9%
LA
818
LVW Advisors
New York
$383K +$54.8K +954 +17%
ACM
819
Argent Capital Management
Missouri
$383K – – –
FIA
820
Foundations Investment Advisors
Arizona
$382K +$6.56K +118 +2%
HI
821
Harbour Investments
Wisconsin
$381K – – –
PP
822
Paloma Partners
Connecticut
$381K +$381K +6,626 New
PCP
823
Proficio Capital Partners
Massachusetts
$380K +$6.66K +116 +2%
IFWM
824
Institute for Wealth Management
Colorado
$380K -$20.7K -361 -5%
RSWA
825
Robinson Smith Wealth Advisors
Maine
$380K +$380K +6,613 New
31 32
33
34 35