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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 %
SSWM
1051
Sheets Smith Wealth Management
North Carolina
$218K – – –
PWM
1052
PBMares Wealth Management
Virginia
$218K +$57 +1 +0%
BBI
1053
Baxter Bros Inc
Connecticut
$217K +$402 +7 +0.2%
TAM
1054
Todd Asset Management
Kentucky
$217K – – –
MCM
1055
Marathon Capital Management
Maryland
$216K +$402 +7 +0.2%
AWM
1056
Aries Wealth Management
Maine
$216K -$12.9K -225 -6%
LFS
1057
Leibman Financial Services
Nebraska
$216K +$216K +3,752 New
GBT
1058
Grove Bank & Trust
Florida
$215K – – –
TCA
1059
Transcend Capital Advisors
New Jersey
$215K -$287 -5 -0.1%
EI
1060
Ellevest Inc
New York
$215K +$215K +3,746 New
IIC
1061
Ironwood Investment Counsel
Arizona
$215K – – –
CAM
1062
CPA Asset Management
Florida
$215K – – –
TFM
1063
TFC Financial Management
Massachusetts
$215K – – –
MWP
1064
Madison Wealth Partners
Wisconsin
$213K – – –
PPW
1065
Parcion Private Wealth
Washington
$213K – – –
KCM
1066
Kornitzer Capital Management
Kansas
$212K +$1.26K +22 +0.6%
BOPW
1067
Brandywine Oak Private Wealth
Pennsylvania
$211K – – –
CAAS
1068
Capital Asset Advisory Services
Michigan
$211K +$1.26K +22 +0.6%
CIC
1069
Crawford Investment Counsel
Georgia
$210K – – –
PP
1070
PDS Planning
Ohio
$210K -$3.28K -57 -2%
Wolverine Trading
1071
Wolverine Trading
Illinois
$210K +$210K +3,654 New
STA
1072
Summit Trail Advisors
New York
$209K +$209K +3,630 New
VF
1073
Virtu Financial
New York
$209K +$209K +3,632 New
ET
1074
Equitable Trust
Tennessee
$209K – – –
CT
1075
Chicago Trust
Illinois
$208K -$86.2K -1,500 -29%
41 42
43
44 45