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Carrier Global
CARR

Overview Fund Activity

1,305 hedge funds and large institutions have $42.9B invested in Carrier Global in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 410 increasing their positions, 497 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+54
Holders Change %
+4.32%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
138
Increased
410
Reduced
497
Closed
69
Calls
$246M
Puts
$403M
Net Calls
-$157M
Net Calls Change
-$128M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$4.96B
2
CWG
2
C WorldWide Group
Denmark
$261M
3
PAM
3
PineStone Asset Management
Quebec, Canada
$216M
4
Capital International Investors
4
Capital International Investors
California
$4.45B
5
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$123M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$873M
2
Victory Capital Management
2
Victory Capital Management
Texas
$258M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$317M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$566M
5
BlackRock
5
BlackRock
New York
$3.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1101
Baldwin Wealth Partners
Massachusetts
$104K -$33.1K -600 -24%
CFFP
1102
Center for Financial Planning
Michigan
$101K – – –
OC
1103
Oakworth Capital
Alabama
$101K -$166 -3 -0.2%
MTIC
1104
Missouri Trust & Investment Company
Missouri
$101K – – –
OSNBOA
1105
Old Second National Bank of Aurora
Illinois
$99.4K – – –
CSWM
1106
Cassady Schiller Wealth Management
Ohio
$97.4K – – –
JGIA
1107
Jackson Grant Investment Advisers
Connecticut
$97.2K +$221 +4 +0.2%
1832 Asset Management
1108
1832 Asset Management
Ontario, Canada
$95.1K +$18.9K +343 +25%
DAC
1109
Dividend Assets Capital
South Carolina
$94K -$5.53K -100 -6%
CWC
1110
Carolinas Wealth Consulting
North Carolina
$91.5K +$501 +29 +0.6%
SCA
1111
Stonebridge Capital Advisors
Minnesota
$91.4K – – –
RFG
1112
RFP Financial Group
Georgia
$88.3K – – –
BWM
1113
Baystate Wealth Management
Massachusetts
$83.3K +$16.5K +298 +25%
CAM
1114
Costello Asset Management
Pennsylvania
$82.8K -$8.83K -160 -10%
BTI
1115
Blue Trust Inc
Georgia
$81K +$1.45K +29 +2%
HCM
1116
Highlander Capital Management
New Jersey
$81K +$21.6K +393 +36%
MWM
1117
Mascoma Wealth Management
New Hampshire
$80.2K – – –
PP
1118
Pacifica Partners
Canada
$80.1K +$79.4K +1,483 +11,408%
GWMIA
1119
Global Wealth Management Investment Advisory
Florida
$80K +$11K +200 +16%
OC
1120
Oakmont Corp
California
$79.8K – – –
CCM
1121
Chilton Capital Management
Texas
$79.1K – – –
BAM
1122
Bellevue Asset Management
Washington
$79K – – –
MRCM
1123
M&R Capital Management
New Jersey
$77.6K -$11K -200 -12%
PGAM
1124
Princeton Global Asset Management
New Jersey
$77.3K – – –
ZB
1125
Zions Bancorporation
Utah
$75.8K -$3.86K -70 -5%
43 44
45
46 47