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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 %
UFA
1026
US Financial Advisors
Massachusetts
$337K -$3.62K -45 -1%
FTIS
1027
First Trust Investment Solutions
Florida
$335K +$56.8K +706 +20%
CCWM
1028
Cassaday & Co Wealth Management
Virginia
$334K +$7.49K +93 +2%
CAAS
1029
Capital Asset Advisory Services
Michigan
$334K -$36.9K -456 -10%
WIC
1030
Wilkins Investment Counsel
Massachusetts
$333K -$15.3K -190 -4%
MPWT
1031
MassMutual Private Wealth & Trust
Connecticut
$333K -$5.39K -67 -2%
DTC
1032
Davidson Trust Company
Washington
$331K +$58.4K +725 +21%
AWM
1033
Aberdeen Wealth Management
Illinois
$330K -$16.1K -200 -5%
SFG
1034
Sovereign Financial Group
Connecticut
$330K -$7K -87 -2%
CT
1035
Chicago Trust
Illinois
$329K +$33.7K +419 +11%
MAWA
1036
Moss Adams Wealth Advisors
Washington
$329K +$53K +659 +19%
MA
1037
MONECO Advisors
Connecticut
$329K +$30.2K +375 +10%
SIM
1038
Sentry Investment Management
Wisconsin
$327K +$33K +410 +11%
DOA
1039
D'Orazio & Associates
Virginia
$327K +$7.24K +90 +2%
PPWP
1040
Premier Path Wealth Partners
New Jersey
$326K +$4.59K +57 +1%
FB
1041
Fulton Bank
Pennsylvania
$325K -$5.96K -74 -2%
SAM
1042
Smartleaf Asset Management
Massachusetts
$324K +$169K +2,100 +109%
JEST
1043
JTC Employer Solutions Trustee
Jersey
$324K – – –
RRA
1044
Round Rock Advisors
Connecticut
$323K – – –
TW
1045
Transform Wealth
Colorado
$322K – – –
TA
1046
Townsend & Associates
Colorado
$320K -$2.64K -33 -0.8%
GRP
1047
Global Retirement Partners
California
$319K +$38K +472 +14%
AWM
1048
Angeles Wealth Management
California
$318K +$7.89K +98 +3%
WC
1049
Whitney & Co
New York
$317K -$6.04K -75 -2%
MCM
1050
Marathon Capital Management
Maryland
$316K +$161 +2 +0.1%
40 41
42
43 44