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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 %
BMCM
926
Bryn Mawr Capital Management
Pennsylvania
$432K -$4.19K -52 -1%
CPBTD
927
Central Pacific Bank - Trust Division
Hawaii
$432K – – –
EH
928
Equitable Holdings
New York
$432K +$98.9K +1,229 +30%
LI
929
LMCG Investments
Massachusetts
$431K -$322 -4 -0.1%
SYBT
930
Stock Yards Bank & Trust
Kentucky
$431K -$80.2K -997 -16%
HCM
931
Howard Capital Management
Georgia
$430K +$430K +5,347 New
FSA
932
Franklin Street Advisors
North Carolina
$430K -$5.48K -68 -1%
TPWM
933
Twelve Points Wealth Management
Massachusetts
$430K – – –
KOMWMG
934
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$428K – – –
PWMAG
935
Pinnacle Wealth Management Advisory Group
New Jersey
$427K -$2.33K -29 -0.5%
AFG
936
Argent Financial Group
Louisiana
$426K +$426K +5,290 New
BWP
937
BSW Wealth Partners
Colorado
$425K -$17.9K -222 -4%
AIA
938
Affinity Investment Advisors
California
$425K – – –
RA
939
RFG Advisory
Alabama
$424K -$563 -7 -0.1%
CA
940
Cambridge Advisors
Nebraska
$423K – – –
CHAM
941
Clear Harbor Asset Management
Connecticut
$422K +$40.2K +500 +11%
PVI
942
Pine Valley Investments
New Jersey
$422K +$322 +4 +0.1%
NECFA
943
New England Capital Financial Advisors
Connecticut
$422K +$805 +10 +0.2%
ICP
944
Interchange Capital Partners
Pennsylvania
$421K – – –
CCT
945
Capital City Trust
Florida
$419K +$25.4K +315 +6%
EWA
946
EverSource Wealth Advisors
Alabama
$419K +$17.4K +216 +4%
CI
947
Conning Inc
Connecticut
$418K -$3.06K -38 -0.7%
NB
948
Northwest Bancshares
Pennsylvania
$417K -$12.3K -153 -3%
BW
949
BIP Wealth
Georgia
$417K +$417K +5,175 New
PCA
950
Peddock Capital Advisors
Massachusetts
$416K – – –
36 37
38
39 40