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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 %
KLCM
1001
KG&L Capital Management
Louisiana
$250K -$245K -4,250 -49%
MLFP
1002
MPS Loria Financial Planners
Illinois
$250K +$1.03K +18 +0.4%
FP
1003
Financial Perspectives
Minnesota
$249K +$3.79K +66 +2%
ATC
1004
Adirondack Trust Company
New York
$249K -$17.2K -310 -6%
GWM
1005
GSB Wealth Management
Connecticut
$249K +$172 +3 +0.1%
PBC
1006
Pavion Blue Capital
California
$248K – – –
SWK
1007
Stephen W. Kidder
$244K – – –
PWPS
1008
Pinnacle Wealth Planning Services
Ohio
$244K +$345 +6 +0.1%
NFA
1009
Northwest Financial Advisors
Virginia
$243K +$243K +4,236 New
UFA
1010
US Financial Advisors
Massachusetts
$243K – – –
SFG
1011
Sovereign Financial Group
Connecticut
$243K +$10.8K +188 +5%
PPWP
1012
Premier Path Wealth Partners
New Jersey
$243K +$243K +4,222 New
MCM
1013
Manchester Capital Management
Vermont
$242K +$3.33K +58 +1%
CA
1014
Cullinan Associates
Kentucky
$241K -$331K -5,761 -58%
HCM
1015
Hall Capital Management
Rhode Island
$241K – – –
SA
1016
Strategic Advisors
New York
$241K -$7.87K -137 -3%
RWP
1017
RWA Wealth Partners
Massachusetts
$241K +$241K +4,197 New
JF
1018
Jump Financial
Illinois
$241K +$241K +4,187 New
COCM
1019
Charter Oak Capital Management
New Hampshire
$240K -$2.87K -50 -1%
TPI
1020
Trust Point Inc
Wisconsin
$240K +$240K +4,175 New
IWM
1021
IHT Wealth Management
Illinois
$240K -$62.3K -1,084 -21%
TW
1022
Transform Wealth
Colorado
$240K -$356K -6,139 -60%
CHA
1023
Carmichael Hill & Associates
Maryland
$239K – – –
MIS
1024
Morningstar Investment Services
Illinois
$239K +$239K +4,146 New
AWM
1025
Angeles Wealth Management
California
$239K +$19.4K +338 +9%
39 40
41
42 43