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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 %
TYCC
1076
Texas Yale Capital Corp
Florida
$294K +$6.44K +80 +2%
NAMP
1077
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$292K – – –
AUB
1078
Atlantic Union Bankshares
Virginia
$291K -$11.3K -141 -4%
FAM
1079
Formidable Asset Management
Ohio
$290K -$13.2K -164 -4%
MLL
1080
Moody Lynn & Lieberson
Massachusetts
$290K – – –
MIS
1081
Morningstar Investment Services
Illinois
$289K +$289K +3,589 New
WFI
1082
West Family Investments
California
$285K +$285K +3,544 New
COCM
1083
Charter Oak Capital Management
New Hampshire
$283K +$21.4K +266 +8%
SC
1084
Sepio Capital
Utah
$281K +$281K +3,493 New
CFP
1085
Catalyst Financial Partners
Massachusetts
$281K +$8.13K +101 +3%
KLCM
1086
KG&L Capital Management
Louisiana
$279K – – –
SWMP
1087
Signature Wealth Management Partners
New Jersey
$278K – – –
PWP
1088
Phillips Wealth Planners
Mississippi
$277K +$277K +3,420 New
MFA
1089
Mayflower Financial Advisors
Massachusetts
$277K -$16.8K -209 -6%
BWM
1090
BKM Wealth Management
Wisconsin
$276K +$276K +3,433 New
JIC
1091
Joel Isaacson & Co
New York
$276K +$9.9K +123 +4%
HIG
1092
Heritage Investment Group
Florida
$276K – – –
WFAG
1093
Worth Financial Advisory Group
North Carolina
$276K -$3.14K -39 -1%
AWP
1094
Abacus Wealth Partners
California
$275K +$275K +3,420 New
RDWM
1095
Red Door Wealth Management
Tennessee
$275K +$275K +3,418 New
EI
1096
Ellevest Inc
New York
$274K -$47.7K -593 -15%
NL
1097
NWAM LLC
Washington
$274K +$274K +3,407 New
IP
1098
Ignite Planners
California
$274K +$885 +11 +0.3%
SFCL
1099
Strengthening Families & Communities LLC
Massachusetts
$273K – – –
WC
1100
Wynn Capital
Georgia
$273K – – –
42 43
44
45 46