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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 %
FMB
1176
Field & Main Bank
Kentucky
$73.8K – – –
SWM
1177
Sugarloaf Wealth Management
Georgia
$73.8K +$57 +1 +0.1%
AWM
1178
Avior Wealth Management
Nebraska
$73.4K +$16.9K +295 +30%
CAS
1179
Coppell Advisory Solutions
Texas
$71.4K +$60.8K +1,058 +575%
CTWM
1180
Cherry Tree Wealth Management
Minnesota
$69.8K – – –
AGWCA
1181
Annis Gardner Whiting Capital Advisors
Florida
$69.6K +$2.42K +42 +4%
ATC
1182
Advantage Trust Company
Kansas
$68.9K +$68.9K +1,200 New
KFI
1183
Key Financial Inc
Pennsylvania
$68.5K -$1.95K -34 -3%
BCMLT
1184
Beacon Capital Management LLC (Tennessee)
Tennessee
$68.3K – – –
JFA
1185
JNBA Financial Advisors
Minnesota
$68.1K -$919 -16 -1%
IBOK
1186
Independence Bank of Kentucky
Kentucky
$67.8K +$57.5K +1,000 +552%
USB
1187
Union Savings Bank
Connecticut
$67.4K +$2.87K +50 +4%
BWM
1188
Baystate Wealth Management
Massachusetts
$66.8K -$19.9K -346 -23%
B
1189
Birchbrook
Maine
$64.6K +$64.6K +1,125 New
NFSG
1190
Newbridge Financial Services Group
Florida
$64.5K +$3.62K +63 +6%
APC
1191
Aspire Private Capital
North Carolina
$64.1K -$230 -4 -0.4%
GAMC
1192
Garner Asset Management Corp
Texas
$63.5K +$63.5K +1,174 New
CAM
1193
Costello Asset Management
Pennsylvania
$63.2K -$23K -400 -27%
NL
1194
NVWM LLC
Pennsylvania
$62.2K -$12.8K -222 -17%
CIA
1195
Cape Investment Advisory
Georgia
$57.5K -$5.75K -100 -9%
ANBT
1196
American National Bank & Trust
Texas
$57.1K -$18K -314 -24%
ITIM
1197
Indiana Trust & Investment Management
Indiana
$56.3K – – –
CAC
1198
Core Alternative Capital
Georgia
$56K -$16.8K -293 -23%
HCP
1199
Hexagon Capital Partners
Arkansas
$54.6K +$25.7K +447 +89%
TC
1200
Truvestments Capital
Florida
$52.6K +$172 +3 +0.3%
46 47
48
49 50