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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 %
DJSG
851
D.J. St. Germain
Massachusetts
$518K +$241 +3 +0%
CTA
852
Colonial Trust Advisors
South Carolina
$517K -$7.97K -99 -2%
FWA
853
FSM Wealth Advisors
Ohio
$513K +$10.9K +136 +2%
Members Trust
854
Members Trust
Florida
$511K +$1.05K +13 +0.2%
MP
855
McDonald Partners
Ohio
$507K -$24.1K -300 -5%
WBCM
856
Wilson & Boucher Capital Management
California
$507K +$81.7K +1,015 +19%
CCA
857
Cobblestone Capital Advisors
New York
$506K +$30.6K +380 +6%
HBW
858
Hazlett, Burt & Watson
West Virginia
$504K +$186K +2,315 +58%
AFA
859
AA Financial Advisors
Ohio
$499K +$90.8K +1,128 +22%
IAA
860
Independent Advisor Alliance
North Carolina
$498K -$107K -1,330 -18%
JMFC
861
J.M. Forbes & Co
Massachusetts
$497K – – –
LCM
862
LCM Capital Management
Illinois
$495K – – –
CFAM
863
Center For Asset Management
Florida
$495K – – –
IFWM
864
Institute for Wealth Management
Colorado
$493K -$3.7K -46 -0.7%
BJL
865
Brighton Jones LLC
Washington
$492K +$25.6K +318 +5%
LSV Asset Management
866
LSV Asset Management
Illinois
$491K -$4.08M -50,700 -89%
TIA
867
Tiemann Investment Advisors
California
$491K -$16.1K -200 -3%
ECM
868
Evergreen Capital Management
Washington
$487K +$52.9K +657 +12%
HWMO
869
Heritage Wealth Management (Ohio)
Ohio
$486K – – –
SAM
870
S.A. Mason
Michigan
$486K +$161 +2 +0%
MWM
871
Meridian Wealth Management
Kentucky
$485K +$11K +137 +2%
DAS
872
Diversify Advisory Services
Utah
$484K +$1.28K +16 +0.3%
CWM
873
Cornerstone Wealth Management
Missouri
$483K -$27.9K -347 -5%
WIC
874
Woodmont Investment Counsel
Tennessee
$483K -$4.03K -50 -0.8%
SFM
875
Systematic Financial Management
New Jersey
$483K – – –
33 34
35
36 37