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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 %
CSWM
1151
Cassady Schiller Wealth Management
Ohio
$101K – – –
CWC
1152
Carolinas Wealth Consulting
North Carolina
$99.8K -$3.33K -171 -3%
OC
1153
Oakworth Capital
Alabama
$99.6K -$5.46K -95 -5%
1832 Asset Management
1154
1832 Asset Management
Ontario, Canada
$99K – – –
DAC
1155
Dividend Assets Capital
South Carolina
$98K – – –
RFG
1156
RFP Financial Group
Georgia
$97K +$5.11K +89 +6%
CFO
1157
CVA Family Office
Colorado
$96.9K +$96.9K +1,687 New
FUBT
1158
First United Bank & Trust
Maryland
$95.7K +$95.7K +1,665 New
C
1159
Covestor
United Kingdom
$93K -$87.4K -1,508 -48%
NS
1160
NBC Securities
Alabama
$92K -$30.8K -538 -25%
HCM
1161
Highlander Capital Management
New Jersey
$84.6K – – –
CCM
1162
Chilton Capital Management
Texas
$83.5K +$1.21K +21 +1%
MWM
1163
Mascoma Wealth Management
New Hampshire
$83.4K – – –
GWMIA
1164
Global Wealth Management Investment Advisory
Florida
$83.3K – – –
BAM
1165
Bellevue Asset Management
Washington
$82.3K – – –
PIS
1166
POM Investment Strategies
North Carolina
$81.9K +$81.9K +1,425 New
OC
1167
Oakmont Corp
California
$81.2K -$1.9K -33 -2%
MRCM
1168
M&R Capital Management
New Jersey
$80.7K – – –
ZB
1169
Zions Bancorporation
Utah
$78.9K – – –
PP
1170
Pacifica Partners
Canada
$78.6K – – –
FCT
1171
First Community Trust
Iowa
$77.6K -$862 -15 -1%
PCMC
1172
Planning Capital Management Corporation
Pennsylvania
$77K +$77K +1,340 New
APW
1173
Acima Private Wealth
Virginia
$74.7K – – –
HWA
1174
Heritage Wealth Advisors
Virginia
$74.7K +$34.5K +600 +86%
PAG
1175
Paladin Advisory Group
Iowa
$74.2K -$57.6K -1,002 -44%
45 46
47
48 49