CARR icon

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 %
BTI
1101
Blue Trust Inc
Georgia
$165K +$75.2K +1,357 +84%
MPWT
1102
MassMutual Private Wealth & Trust
Connecticut
$163K -$18K -314 -10%
CCMW
1103
Cypress Capital Management (Wyoming)
Wyoming
$161K -$57.5K -1,000 -26%
BSB
1104
Bangor Savings Bank
Maine
$159K – – –
MFG
1105
Mendota Financial Group
Wisconsin
$159K +$159K +2,764 New
ACA
1106
Atlas Capital Advisors
Wyoming
$157K – – –
LCM
1107
Logan Capital Management
Pennsylvania
$155K – – –
FCA
1108
FinTrust Capital Advisors
South Carolina
$153K -$4.83K -84 -3%
AA
1109
Alta Advisers
United Kingdom
$149K – – –
FFA
1110
First Foundation Advisors
California
$147K -$177K -3,088 -55%
SC
1111
Steph & Co
Wisconsin
$145K – – –
CNBTD
1112
Citizens National Bank Trust Department
Mississippi
$144K – – –
AWM
1113
AllSquare Wealth Management
New York
$141K – – –
GWM
1114
Geneos Wealth Management
Colorado
$141K -$13.3K -231 -9%
HDIM
1115
Hanson & Doremus Investment Management
Vermont
$139K – – –
PWM
1116
Partnership Wealth Management
Maryland
$138K +$138K +2,528 New
SFCL
1117
Strengthening Families & Communities LLC
Massachusetts
$137K +$460 +8 +0.3%
CSB
1118
City State Bank
Iowa
$134K -$6.05K -105 -4%
EBA
1119
Eagle Bay Advisors
New York
$132K +$6.84K +119 +5%
HBW
1120
Hazlett, Burt & Watson
West Virginia
$131K +$58 +1 +0%
MMG
1121
Monetary Management Group
Missouri
$131K – – –
MCM
1122
MV Capital Management
Maryland
$130K +$115 +2 +0.1%
CAL
1123
Capital Advisors Ltd
Ohio
$130K – – –
GCM
1124
Gables Capital Management
Florida
$129K – – –
FCAS
1125
First Command Advisory Services
Texas
$129K +$3.5K +61 +3%
43 44
45
46 47