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Carrier Global
CARR

Overview Fund Activity

1,305 hedge funds and large institutions have $42.9B invested in Carrier Global in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 410 increasing their positions, 497 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+54
Holders Change %
+4.32%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
138
Increased
410
Reduced
497
Closed
69
Calls
$246M
Puts
$403M
Net Calls
-$157M
Net Calls Change
-$128M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$369M
2
CWG
C WorldWide Group
Denmark
+$261M
3
PAM
PineStone Asset Management
Quebec, Canada
+$154M
4
Capital International Investors
Capital International Investors
California
+$137M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$122M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$155M
2
Victory Capital Management
Victory Capital Management
Texas
-$98.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$65.4M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$60.3M
5
BlackRock
BlackRock
New York
-$58.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
851
St Louis Trust
Missouri
$331K – – –
CCA
852
Childress Capital Advisors
Texas
$331K +$331K +5,999 New
APP
853
Avantax Planning Partners
Iowa
$330K -$46K -834 -12%
FDS
854
Freedom Day Solutions
Texas
$329K +$994 +18 +0.3%
CWM
855
Calamos Wealth Management
Illinois
$329K – – –
IAA
856
Independent Advisor Alliance
North Carolina
$328K -$262K -4,739 -44%
PTC
857
Philadelphia Trust Company
Pennsylvania
$327K -$6.8M -123,130 -95%
OCBCO
858
Oversea-Chinese Banking Corp (OCBC)
Singapore
$326K – – –
MWM
859
Mission Wealth Management
California
$326K +$326K +5,902 New
CAM
860
Covenant Asset Management
New Jersey
$326K – – –
SWA
861
Stratos Wealth Advisors
Ohio
$324K -$21.4K -388 -6%
DBIA
862
Dumont & Blake Investment Advisors
New Jersey
$323K +$2.43K +44 +0.8%
MIM
863
Miller Investment Management
Pennsylvania
$322K -$395K -7,150 -55%
GPI
864
General Partner Inc
Pennsylvania
$321K – – –
PA
865
Procyon Advisors
Connecticut
$321K +$321K +5,808 New
CFG
866
Citizens Financial Group
Rhode Island
$320K +$320K +5,805 New
CWM
867
Cedar Wealth Management
California
$320K +$105K +1,900 +49%
FCBT
868
First Citizens Bank & Trust
North Carolina
$320K +$3.2K +58 +1%
LI
869
LMCG Investments
Massachusetts
$319K -$276 -5 -0.1%
SAM
870
Steinberg Asset Management
New York
$318K +$39.2K +711 +14%
DLA
871
Douglas Lane & Associates
New York
$317K +$317K +5,745 New
BST
872
Bath Savings Trust
Maine
$317K -$6.24K -113 -2%
AA
873
ALPS Advisors
Colorado
$316K +$316K +5,720 New
LA
874
LVW Advisors
New York
$315K -$17.2K -311 -5%
WPC
875
Waters Parkerson & Co
Louisiana
$313K -$293K -5,300 -48%
33 34
35
36 37