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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
$4.96B
2
CWG
C WorldWide Group
Denmark
$261M
3
PAM
PineStone Asset Management
Quebec, Canada
$216M
4
Capital International Investors
Capital International Investors
California
$4.45B
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$123M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$873M
2
Victory Capital Management
Victory Capital Management
Texas
$258M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$317M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$566M
5
BlackRock
BlackRock
New York
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
926
Regal Wealth Group
California
$278K +$221 +4 +0.1%
PWMAG
927
Pinnacle Wealth Management Advisory Group
New Jersey
$278K +$883 +16 +0.3%
CI
928
Conning Inc
Connecticut
$276K -$6.62K -120 -2%
TNB
929
Thomasville National Bank
Georgia
$276K -$3.42K -62 -1%
AIA
930
Affinity Investment Advisors
California
$276K -$84.2K -1,526 -23%
HFP
931
Holistic Financial Partners
Indiana
$273K +$273K +4,952 New
RWA
932
Redhawk Wealth Advisors
Minnesota
$273K +$1.6K +29 +0.6%
LGF
933
LGT Group Foundation
Liechtenstein
$273K – – –
KC
934
Kingfisher Capital
North Carolina
$271K -$1.38K -25 -0.5%
OPCM
935
Osborne Partners Capital Management
California
$271K -$174K -3,160 -39%
WFAG
936
Wescott Financial Advisory Group
Pennsylvania
$271K – – –
FCMC
937
Founders Capital Management (Connecticut)
Connecticut
$269K -$331 -6 -0.1%
SIM
938
Sentry Investment Management
Wisconsin
$269K -$36.2K -657 -12%
AA
939
Advisory Alpha
Michigan
$269K +$14.4K +260 +6%
EGM
940
Engineers Gate Manager
New York
$267K +$267K +4,839 New
APWM
941
Atlas Private Wealth Management
New York
$267K – – –
BJL
942
Brighton Jones LLC
Washington
$267K +$22.2K +402 +9%
FFC
943
First Financial Corp
Indiana
$265K -$11K -200 -4%
GWP
944
Gateway Wealth Partners
Wisconsin
$265K -$21.3K -385 -7%
ATC
945
Adirondack Trust Company
New York
$264K -$3.59K -65 -1%
EH
946
Equitable Holdings
New York
$264K -$15.8K -286 -6%
DTC
947
Davidson Trust Company
Washington
$264K -$21K -380 -7%
SL
948
Sentry LLC
Tennessee
$263K – – –
LFAS
949
Level Four Advisory Services
Texas
$262K -$21.4K -388 -8%
FFWA
950
FRG Family Wealth Advisors
Washington
$260K -$39.9K -722 -13%
36 37
38
39 40