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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 %
SLT
876
St Louis Trust
Missouri
$483K – – –
BL
877
Bleichroeder LP
New York
$483K – – –
BCM
878
Brookstone Capital Management
Illinois
$483K +$41.3K +513 +9%
KP
879
Keel Point
Alabama
$482K -$26.5K -329 -5%
FNT
880
First National Trust
Pennsylvania
$482K -$3.22K -40 -0.7%
GSIAS
881
Garden State Investment Advisory Services
New Jersey
$480K +$13K +161 +3%
PWS
882
Precision Wealth Strategies
Missouri
$479K -$2.66K -33 -0.6%
FFA
883
Founders Financial Alliance
North Carolina
$476K -$58.3K -724 -11%
NGA
884
Naples Global Advisors
Florida
$475K -$16.9K -210 -3%
USCWA
885
U.S. Capital Wealth Advisors
Texas
$472K -$1.77K -22 -0.4%
MIM
886
Miller Investment Management
Pennsylvania
$470K – – –
FDS
887
Freedom Day Solutions
Texas
$470K – – –
B
888
Bailard
California
$467K -$1.37K -17 -0.3%
KCM
889
KRS Capital Management
Michigan
$466K -$14.6K -182 -3%
FIA
890
Foundations Investment Advisors
Arizona
$465K +$13.1K +163 +3%
BFM
891
Boothbay Fund Management
New York
$465K +$465K +5,771 New
AIM
892
Anchor Investment Management
South Carolina
$462K +$28.6K +355 +7%
PA
893
Procyon Advisors
Connecticut
$461K +$56.1K +697 +14%
CPIG
894
Chicago Partners Investment Group
Illinois
$459K +$7.12K +89 +2%
9WM
895
9258 Wealth Management
Ohio
$457K +$80 +1 +0%
CPA
896
Court Place Advisors
Maryland
$455K -$30.4K -378 -6%
BHBT
897
Burke & Herbert Bank & Trust
Virginia
$454K +$454K +5,640 New
CM
898
Crestline Management
Texas
$454K +$454K +5,638 New
TWP
899
Tyche Wealth Partners
Texas
$451K – – –
PFSC
900
Peoples Financial Services Corp
Pennsylvania
$451K -$161K -2,000 -26%
34 35
36
37 38