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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 %
CWM
901
Congress Wealth Management
Massachusetts
$324K +$3.45K +60 +1%
ESB
902
Essex Savings Bank
Connecticut
$321K – – –
HT
903
Heritage Trust
Oklahoma
$320K +$16.4K +285 +5%
AA
904
Ancora Advisors
Ohio
$320K -$63.8K -1,110 -17%
SCM
905
Stevens Capital Management
Pennsylvania
$317K -$139K -2,420 -30%
PCA
906
Peddock Capital Advisors
Massachusetts
$316K +$21.6K +376 +7%
LWCFA
907
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$316K -$20.7K -379 -6%
CCA
908
Cobblestone Capital Advisors
New York
$316K – – –
CT
909
Colonial Trust
South Carolina
$316K +$71.8K +1,250 +29%
DBIA
910
Dumont & Blake Investment Advisors
New Jersey
$314K -$21.5K -375 -6%
BSW
911
Buckingham Strategic Wealth
Missouri
$313K -$54.5K -949 -15%
AIM
912
Anchor Investment Management
South Carolina
$313K – – –
AF
913
Arrow Financial
New York
$313K -$7.18K -125 -2%
EWA
914
EverSource Wealth Advisors
Alabama
$313K +$2.07K +36 +0.7%
MCC
915
Malaga Cove Capital
California
$311K +$311K +5,406 New
RAM
916
Riggs Asset Management
Pennsylvania
$310K -$41.3K -719 -12%
ACP
917
Aveo Capital Partners
Colorado
$310K +$11.8K +205 +4%
A
918
AlphaQuest
New York
$310K +$310K +5,392 New
FFS
919
Founders Financial Securities
Maryland
$310K -$919 -16 -0.3%
TPWM
920
Twelve Points Wealth Management
Massachusetts
$309K -$57 -1 -0%
FSA
921
Franklin Street Advisors
North Carolina
$309K – – –
OAM
922
Ostrum Asset Management
France
$309K -$1.01M -17,642 -77%
ECM
923
Evergreen Capital Management
Washington
$308K -$92.5K -1,605 -23%
NB
924
Northwest Bancshares
Pennsylvania
$307K -$15.2K -265 -5%
AA
925
ALPS Advisors
Colorado
$307K -$21.7K -378 -7%
35 36
37
38 39