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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 %
GAM
1001
Gotham Asset Management
New York
$356K -$1.9M -23,615 -84%
SMA
1002
Sage Mountain Advisors
Georgia
$356K +$56.5K +702 +19%
NDSI
1003
Newman Dignan & Sheerar Inc
Rhode Island
$354K – – –
DWM
1004
Dorchester Wealth Management
Quebec, Canada
$353K +$353K +4,390 New
LB
1005
Legacy Bridge
Iowa
$351K – – –
GD
1006
Grandfield & Dodd
New York
$351K – – –
SSWM
1007
Sheets Smith Wealth Management
North Carolina
$350K – – –
HW
1008
Hancock Whitney
Mississippi
$348K -$20.6K -256 -6%
RCAG
1009
Rehmann Capital Advisory Group
Michigan
$347K -$1.05K -13 -0.3%
WANY
1010
Wealthspire Advisors (New York)
New York
$347K – – –
FAFN
1011
First Affirmative Financial Network
Colorado
$345K -$9.98K -124 -3%
TVAMP
1012
Tennessee Valley Asset Management Partners
Tennessee
$345K -$27.7K -344 -7%
NFA
1013
Northwest Financial Advisors
Virginia
$344K +$966 +12 +0.3%
WEG
1014
World Equity Group
Illinois
$344K -$72.6K -902 -17%
CFGS
1015
Concourse Financial Group Securities
Alabama
$343K -$14K -174 -4%
CHA
1016
Carmichael Hill & Associates
Maryland
$342K -$49K -609 -13%
FBT
1017
First Bank & Trust
South Dakota
$341K +$23.4K +291 +7%
TFS
1018
Thoroughbred Financial Services
Tennessee
$341K – – –
PFA
1019
Pure Financial Advisors
California
$340K -$5.23K -65 -2%
PBC
1020
Pavion Blue Capital
California
$340K – – –
GFA
1021
Gallagher Fiduciary Advisors
Illinois
$339K +$78.3K +973 +30%
PWPS
1022
Pinnacle Wealth Planning Services
Ohio
$339K -$483 -6 -0.1%
CWG
1023
Cornerstone Wealth Group
North Carolina
$339K +$8.93K +111 +3%
IBOK
1024
Independence Bank of Kentucky
Kentucky
$339K +$18.1K +225 +6%
VI
1025
Versor Investments
New York
$338K +$338K +4,200 New
39 40
41
42 43