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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 %
FCT
1126
First Community Trust
Iowa
$75.3K – – –
ANBT
1127
American National Bank & Trust
Texas
$72.2K +$52.4K +950 +265%
NL
1128
NVWM LLC
Pennsylvania
$72K +$2.48K +45 +4%
APW
1129
Acima Private Wealth
Virginia
$71.8K -$20.4K -369 -22%
FMB
1130
Field & Main Bank
Kentucky
$70.9K -$11.9K -215 -14%
SWM
1131
Sugarloaf Wealth Management
Georgia
$70.8K +$55 +1 +0.1%
CAC
1132
Core Alternative Capital
Georgia
$70K -$39.2K -711 -36%
KFI
1133
Key Financial Inc
Pennsylvania
$67.7K – – –
CTWM
1134
Cherry Tree Wealth Management
Minnesota
$67.1K -$19.9K -361 -23%
LS
1135
Livforsakringsbolaget Skandia
Sweden
$66.9K – – –
JFA
1136
JNBA Financial Advisors
Minnesota
$66.3K -$2.48K -45 -4%
HT
1137
Headlands Technologies
Illinois
$65.6K +$65.6K +1,188 New
AGWCA
1138
Annis Gardner Whiting Capital Advisors
Florida
$64.3K +$64.3K +1,165 New
RW
1139
RVW Wealth
California
$63.1K +$63.1K +1,143 New
USB
1140
Union Savings Bank
Connecticut
$62K +$16.6K +300 +36%
APC
1141
Aspire Private Capital
North Carolina
$61.8K – – –
BCMLT
1142
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.5K – – –
CIA
1143
Cape Investment Advisory
Georgia
$60.7K -$7.29K -132 -11%
NFSG
1144
Newbridge Financial Services Group
Florida
$58.5K +$5.58K +101 +11%
RTC
1145
Riverview Trust Company
Washington
$58.3K – – –
AIM
1146
Arcadia Investment Management
Michigan
$55.2K – – –
AWM
1147
Avior Wealth Management
Nebraska
$54.3K +$15.8K +287 +41%
ITIM
1148
Indiana Trust & Investment Management
Indiana
$54.1K +$54.1K +980 New
TC
1149
Truvestments Capital
Florida
$50.4K -$5.41K -98 -10%
CB
1150
CNB Bank
Pennsylvania
$49.8K +$23.7K +430 +91%
44 45
46
47 48