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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 %
LIM
926
Leavell Investment Management
Alabama
$306K -$2.88K -50 -0.9%
MPPW
927
Mitchell & Pahl Private Wealth
Oklahoma
$306K -$5.98K -104 -2%
KOMWMG
928
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$306K -$12.1K -210 -4%
CA
929
Cambridge Advisors
Nebraska
$305K – – –
MA
930
Mutual Advisors
Nebraska
$304K -$4.94K -86 -2%
FGAM
931
Financial Gravity Asset Management
Texas
$303K +$45.2K +120 +18%
FFA
932
Founders Financial Alliance
North Carolina
$302K +$115 +2 +0%
PVI
933
Pine Valley Investments
New Jersey
$301K +$6.55K +114 +2%
MCA
934
MSH Capital Advisors
Arizona
$300K – – –
NECFA
935
New England Capital Financial Advisors
Connecticut
$299K +$689 +12 +0.2%
HH
936
Hilltop Holdings
Texas
$298K +$28.7K +500 +11%
CCT
937
Capital City Trust
Florida
$297K -$318K -5,540 -52%
IAN
938
Integrated Advisors Network
Texas
$297K -$9.65K -168 -3%
SCM
939
Shelton Capital Management
Colorado
$297K -$20.5K -356 -6%
EWM
940
Endowment Wealth Management
Wisconsin
$296K -$5.17K -90 -2%
WOC
941
West Oak Capital
California
$296K +$2.25K +40 +0.8%
BJL
942
Brighton Jones LLC
Washington
$295K +$17.5K +305 +6%
LBC
943
Lowe Brockenbrough & Co
Virginia
$294K -$115K -2,000 -28%
FFA
944
Farther Finance Advisors
California
$294K +$94.4K +1,643 +47%
DDC
945
DF Dent & Co
Maryland
$292K +$292K +5,078 New
TBC
946
Ted Buchan & Co
California
$291K – – –
LFAS
947
Level Four Advisory Services
Texas
$291K +$17.9K +312 +7%
CI
948
Conning Inc
Connecticut
$290K +$2.59K +45 +0.9%
RA
949
RFG Advisory
Alabama
$289K -$138K -2,406 -32%
PWMAG
950
Pinnacle Wealth Management Advisory Group
New Jersey
$288K -$1.15K -20 -0.4%
36 37
38
39 40