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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
$703M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$202M
3
ZIG
Zurich Insurance Group
Switzerland
$130M
4
Amundi
Amundi
France
$296M
5
Capital International Investors
Capital International Investors
California
$6.82B

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.73M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.32B
3
Morgan Stanley
Morgan Stanley
New York
$866M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
BAM
Burgundy Asset Management
Ontario, Canada
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
1126
Matthew Goff Investment Advisor
Texas
$258K -$2.41K -30 -0.9%
GWP
1127
Gateway Wealth Partners
Wisconsin
$258K -$885 -11 -0.3%
CIG
1128
Cullen Investment Group
Louisiana
$258K +$161 +2 +0.1%
SA
1129
Strategic Advisors
New York
$258K -$2.82K -35 -1%
FFB
1130
First Financial Bankshares
Texas
$258K – – –
CF
1131
Centaurus Financial
California
$257K -$300K -3,726 -54%
SN
1132
Sittner & Nelson
Oregon
$257K +$12.1K +150 +5%
HWP
1133
Hibernia Wealth Partners
Louisiana
$256K +$256K +3,185 New
LWM
1134
Liberty Wealth Management
California
$256K +$256K +3,184 New
PIA
1135
Perennial Investment Advisors
California
$256K +$256K +3,178 New
GWCM
1136
Godshalk Welsh Capital Management
Pennsylvania
$256K – – –
GWM
1137
Greenwich Wealth Management
Connecticut
$255K -$7.48K -93 -3%
CA
1138
Commerzbank Aktiengesellschaft
Germany
$255K +$255K +3,165 New
ABC
1139
Associated Banc-Corp
Wisconsin
$254K -$7.33K -91 -3%
EIA
1140
Edgemoor Investment Advisors
Maryland
$254K -$12.1K -150 -5%
EA
1141
Everpar Advisors
Oklahoma
$254K -$13.3K -165 -5%
PP
1142
PDS Planning
Ohio
$253K +$253K +3,142 New
NFGCM
1143
Norman Fields Gottscho Capital Management
New York
$252K -$11.3K -140 -4%
BBI
1144
Baxter Bros Inc
Connecticut
$252K -$21.7K -269 -8%
MSFS
1145
Main Street Financial Solutions
Pennsylvania
$251K +$251K +3,117 New
PG
1146
Prostatis Group
Maryland
$250K +$250K +3,112 New
NA
1147
Navellier & Associates
Nevada
$250K +$250K +3,110 New
BIG
1148
Brooklyn Investment Group
New York
$250K +$250K +3,106 New
ERIM
1149
Eagle Ridge Investment Management
Connecticut
$249K +$249K +3,096 New
CICI
1150
Capital Investment Counsel Inc
North Carolina
$249K +$249K +3,091 New
44 45
46
47 48