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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 %
AA
951
Advisory Alpha
Michigan
$288K +$8.33K +145 +3%
LGF
952
LGT Group Foundation
Liechtenstein
$288K – – –
TNB
953
Thomasville National Bank
Georgia
$288K +$1.03K +18 +0.4%
SFP
954
Sterling Financial Planning
New Jersey
$287K +$287K +5,000 New
NIM
955
Northeast Investment Management
Massachusetts
$287K -$125K -2,173 -30%
HFP
956
Holistic Financial Partners
Indiana
$286K +$1.84K +32 +0.6%
BCM
957
Brookstone Capital Management
Illinois
$285K +$15.5K +269 +6%
FB
958
Fulton Bank
Pennsylvania
$283K +$47.5K +826 +20%
KC
959
Kingfisher Capital
North Carolina
$282K +$459 +8 +0.2%
OPCM
960
Osborne Partners Capital Management
California
$282K – – –
WFAG
961
Wescott Financial Advisory Group
Pennsylvania
$282K – – –
FCMC
962
Founders Capital Management (Connecticut)
Connecticut
$280K – – –
RWG
963
Regal Wealth Group
California
$280K +$277 +5 +0.1%
LA
964
LM Advisors
California
$279K +$279K +4,859 New
APWM
965
Atlas Private Wealth Management
New York
$278K – – –
LT
966
Legacy Trust
Michigan
$277K -$17K -296 -6%
BST
967
Bath Savings Trust
Maine
$277K -$53.1K -925 -16%
KWA
968
Kingswood Wealth Advisors
California
$275K +$275K +4,788 New
BL
969
Balentine LLC
Georgia
$273K -$132K -2,300 -33%
DGAM
970
Desjardins Global Asset Management
Quebec, Canada
$272K +$3.56K +62 +1%
SSA
971
Schonfeld Strategic Advisors
New York
$271K -$74.9K -1,304 -22%
SAM
972
Steinberg Asset Management
New York
$271K -$59.8K -1,041 -18%
CCA
973
Childress Capital Advisors
Texas
$270K -$74.3K -1,293 -22%
FFC
974
First Financial Corp
Indiana
$270K -$5.75K -100 -2%
CT
975
Clearstead Trust
Maine
$270K +$230 +4 +0.1%
37 38
39
40 41