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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 %
AAG
1151
Armstrong Advisory Group
Massachusetts
$49.5K – – –
MFT
1152
Moisand Fitzgerald Tamayo
Florida
$48.1K – – –
PHAM
1153
Portland Hill Asset Management
United Kingdom
$48K – – –
CWM
1154
CarsonAllaria Wealth Management
Illinois
$46K – – –
M
1155
MOTCO
Texas
$44.5K +$3.97K +72 +10%
PB
1156
Pinnacle Bancorp
Nebraska
$44.2K – – –
CB
1157
Centennial Bank
Arkansas
$44.1K – – –
VC
1158
Vestor Capital
Illinois
$44K +$44K +800 New
NF
1159
Norwood Financial
Pennsylvania
$43.6K -$2.21K -40 -5%
SWA
1160
Sutton Wealth Advisors
Florida
$43.4K – – –
CPG
1161
Cornerstone Planning Group
New Jersey
$42.4K – – –
TWM
1162
Tradition Wealth Management
Minnesota
$42K -$838 -15 -2%
PMFA
1163
Plante Moran Financial Advisors
Michigan
$41.6K -$2.1K -38 -5%
ACM
1164
Antonetti Capital Management
Florida
$41.4K – – –
OCM
1165
Orion Capital Management
California
$41.4K +$41.4K +750 New
FAM
1166
Flaharty Asset Management
Florida
$41K +$41K +743 New
GI
1167
Gradient Investments
Minnesota
$40.7K -$4.69K -85 -10%
RAM
1168
Ramirez Asset Management
New York
$40.3K +$40.3K +730 New
TSW
1169
Thompson Siegel & Walmsley
Virginia
$40K – – –
PFA
1170
Pathway Financial Advisers
Indiana
$40K +$40K +724 New
HWA
1171
Heritage Wealth Advisors
Virginia
$38.6K – – –
BCA
1172
Bray Capital Advisors
Florida
$38.6K – – –
CCA
1173
Column Capital Advisors
Indiana
$37.6K – – –
CWP
1174
Concord Wealth Partners
Virginia
$37.1K -$6.07K -110 -14%
JWM
1175
Janiczek Wealth Management
Colorado
$36K – – –
45 46
47
48 49