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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 %
AWA
1101
Aaron Wealth Advisors
Illinois
$273K -$49.2K -611 -15%
CCFCSB
1102
Cape Cod Five Cents Savings Bank
Massachusetts
$272K -$26.6K -330 -9%
CAMG
1103
CWA Asset Management Group
Florida
$272K +$272K +3,374 New
HWAM
1104
Hennion & Walsh Asset Management
New Jersey
$270K -$6.44K -80 -2%
QPWM
1105
Quadrant Private Wealth Management
Pennsylvania
$269K +$2.98K +37 +1%
LAM
1106
L2 Asset Management
Massachusetts
$269K +$9.1K +113 +3%
GLA
1107
Good Life Advisors
Pennsylvania
$269K +$269K +3,342 New
OCPWS
1108
One Charles Private Wealth Services
Massachusetts
$268K +$4.19K +52 +2%
BC
1109
Barnett & Company
Tennessee
$267K -$447K -5,550 -63%
ST
1110
Smithfield Trust
Pennsylvania
$267K – – –
BAM
1111
Belpointe Asset Management
Nevada
$267K +$267K +3,314 New
CFM
1112
Catalyst Funds Management
Australia
$266K +$266K +3,300 New
BCA
1113
Bay Colony Advisors
Massachusetts
$265K +$265K +3,294 New
FMTCOCP
1114
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$265K -$34.3K -426 -11%
CFG
1115
Cooper Financial Group
California
$265K +$4.03K +50 +2%
BAAM
1116
Baker Avenue Asset Management
California
$264K +$7K +87 +3%
SWM
1117
SeaCrest Wealth Management
New York
$263K +$263K +3,266 New
AA
1118
Addison Advisors
Vermont
$263K -$80 -1 -0%
SB
1119
Strategic Blueprint
Georgia
$263K +$5.96K +74 +2%
FFWA
1120
FRG Family Wealth Advisors
Washington
$262K – – –
EL
1121
EWA LLC
Pennsylvania
$261K +$17.3K +231 +7%
QC
1122
Quent Capital
New York
$260K -$2.74K -34 -1%
SGI
1123
Summit Global Investments
Utah
$260K – – –
WPP
1124
Whalerock Point Partners
Rhode Island
$259K – – –
KWM
1125
Keebeck Wealth Management
Illinois
$258K – – –
43 44
45
46 47