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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 %
CAM
876
Covenant Asset Management
New Jersey
$339K – – –
GPI
877
General Partner Inc
Pennsylvania
$339K – – –
SWA
878
Stratos Wealth Advisors
Ohio
$338K +$172 +3 +0.1%
CCM
879
Cullen Capital Management
New York
$336K +$14.8K +257 +5%
GSIAS
880
Garden State Investment Advisory Services
New Jersey
$336K -$20.6K -359 -6%
JAG
881
Journey Advisory Group
Kentucky
$336K -$15.8K -275 -4%
MIM
882
Miller Investment Management
Pennsylvania
$336K – – –
FCBT
883
First Citizens Bank & Trust
North Carolina
$336K +$2.87K +50 +0.9%
FDS
884
Freedom Day Solutions
Texas
$335K -$7.18K -125 -2%
KCM
885
KRS Capital Management
Michigan
$335K +$32.1K +558 +11%
CWM
886
Cedar Wealth Management
California
$333K – – –
NGA
887
Naples Global Advisors
Florida
$333K +$10K +174 +3%
PFP
888
Pinnacle Financial Partners
Tennessee
$332K +$27.3K +476 +9%
LI
889
LMCG Investments
Massachusetts
$332K -$230 -4 -0.1%
WAP
890
Wealthcare Advisory Partners
Pennsylvania
$331K +$17.6K +307 +6%
MIC
891
Meridian Investment Counsel
California
$330K -$83.3K -1,450 -20%
DLA
892
Douglas Lane & Associates
New York
$330K – – –
TWP
893
Tyche Wealth Partners
Texas
$329K +$329K +5,732 New
SOW
894
State of Wyoming
Wyoming
$329K +$329K +5,732 New
IHL
895
Investment House LLC
California
$329K -$109K -1,904 -25%
CPIG
896
Chicago Partners Investment Group
Illinois
$327K -$1.81K -33 -0.6%
FMLI
897
Fukoku Mutual Life Insurance
Japan
$326K -$42.8K -745 -12%
SC
898
Sapient Capital
Indiana
$326K +$326K +5,658 New
9WM
899
9258 Wealth Management
Ohio
$326K -$26K -452 -7%
LA
900
LBP AM
France
$324K -$895K -15,587 -73%
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