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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 %
TFIPS
1201
Towarzystwo Funduszy Inwestycyjnych PZU SA
$52.2K +$52.2K +909 New
CB
1202
CNB Bank
Pennsylvania
$51.9K – – –
AAG
1203
Armstrong Advisory Group
Massachusetts
$51.5K – – –
LFASL
1204
Lugano Financial Advisors SA (LFA)
Switzerland
$51.1K +$48.3K +840 +1,680%
CWM
1205
CarsonAllaria Wealth Management
Illinois
$47.9K – – –
VC
1206
Vestor Capital
Illinois
$46K – – –
PB
1207
Pinnacle Bancorp
Nebraska
$46K – – –
CB
1208
Centennial Bank
Arkansas
$45.9K – – –
BLC
1209
Brown, Lisle/Cummings
Rhode Island
$45.2K +$26.5K +462 +142%
PCWA
1210
Pacific Capital Wealth Advisors
California
$44.7K +$44.7K +778 New
CPG
1211
Cornerstone Planning Group
New Jersey
$44.1K – – –
Capstone Investment Advisors
1212
Capstone Investment Advisors
New York
$43.7K -$318K -5,538 -88%
PMFA
1213
Plante Moran Financial Advisors
Michigan
$43.3K – – –
OCM
1214
Orion Capital Management
California
$43.1K – – –
TWM
1215
Tradition Wealth Management
Minnesota
$43K +$57 +1 +0.1%
GI
1216
Gradient Investments
Minnesota
$42.3K – – –
M
1217
MOTCO
Texas
$42.2K -$4.14K -72 -9%
RAM
1218
Ramirez Asset Management
New York
$41.9K – – –
PFA
1219
Pathway Financial Advisers
Indiana
$41.6K – – –
FCM
1220
Firsthand Capital Management
California
$40.6K +$40.6K +1,000 New
CAM
1221
Creekmur Asset Management
Illinois
$40.3K +$40.3K +701 New
BCA
1222
Bray Capital Advisors
Florida
$40.2K – – –
CTC
1223
Cetera Trust Company
Minnesota
$40.2K +$40.2K +700 New
VNA
1224
Valley National Advisers
Pennsylvania
$40K +$3.63K +64 +10%
NF
1225
Norwood Financial
Pennsylvania
$39.6K -$5.69K -99 -13%
47 48
49
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