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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 %
FBT
1076
First Bank & Trust
South Dakota
$207K -$50.5K -879 -20%
MLL
1077
Moody Lynn & Lieberson
Massachusetts
$207K +$207K +3,598 New
HWAM
1078
Hennion & Walsh Asset Management
New Jersey
$206K +$206K +3,587 New
BCA
1079
Bay Colony Advisors
Massachusetts
$205K +$205K +3,575 New
TYCC
1080
Texas Yale Capital Corp
Florida
$205K +$205K +3,568 New
FFWA
1081
FRG Family Wealth Advisors
Washington
$205K -$65.5K -1,140 -24%
FOA
1082
Five Oceans Advisors
California
$204K +$204K +3,548 New
RZH
1083
Relyea Zuckerberg Hanson
Connecticut
$203K +$203K +3,542 New
FMTCOCP
1084
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$203K – – –
BWM
1085
BKM Wealth Management
Wisconsin
$203K +$203K +3,533 New
EFG
1086
Embree Financial Group
Illinois
$201K +$201K +3,492 New
EP
1087
Eudaimonia Partners
Tennessee
$201K -$20.4K -355 -9%
FFB
1088
First Financial Bankshares
Texas
$200K +$200K +3,488 New
HWA
1089
HCR Wealth Advisors
California
$200K -$25.2K -439 -11%
SWS
1090
SYSTM Wealth Solutions
Illinois
$197K -$176K -3,051 -47%
AA
1091
Addison Advisors
Vermont
$190K +$71.1K +1,238 +60%
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$187K +$12K +209 +7%
HFM
1093
Harvest Fund Management
China
$184K +$61.9K +1,077 +51%
QC
1094
Quent Capital
New York
$183K +$5.69K +99 +3%
AEPWM
1095
Atlantic Edge Private Wealth Management
Florida
$177K +$177K +3,083 New
CSC
1096
Caldwell Sutter Capital
California
$174K -$517 -9 -0.3%
HIA
1097
Harbor Investment Advisory
Maryland
$174K – – –
BONH
1098
Bank of New Hampshire
New Hampshire
$170K – – –
DMBA
1099
Deseret Mutual Benefit Administrators
Utah
$169K -$72.8K -1,268 -30%
JWA
1100
JFS Wealth Advisors
Pennsylvania
$167K +$36.3K +632 +28%
42 43
44
45 46