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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 %
SLA
1201
Silver Lake Advisory
Utah
$222K +$222K +2,762 New
B
1202
Bellecapital
Switzerland
$222K +$222K +2,753 New
MOS
1203
MGO One Seven
Ohio
$221K +$221K +2,741 New
KIA
1204
Knollwood Investment Advisory
Maryland
$220K +$220K +2,739 New
JSW
1205
Journey Strategic Wealth
New Jersey
$220K +$220K +2,735 New
GIA
1206
Guyasuta Investment Advisors
Pennsylvania
$219K +$219K +2,726 New
OPA
1207
Old Port Advisors
Maine
$218K +$218K +2,714 New
FA
1208
Financial Advisors
Massachusetts
$218K +$218K +2,714 New
AMBIA
1209
Allen Mooney & Barnes Investment Advisors
Georgia
$218K +$218K +2,709 New
CCMI
1210
Creative Capital Management Investments
California
$218K +$65.4K +813 +43%
CPA
1211
Cardiff Park Advisors
California
$218K +$218K +2,707 New
SW
1212
SMART Wealth
Nebraska
$218K +$218K +2,706 New
JWCA
1213
J.W. Coons Advisors
Ohio
$217K +$217K +2,700 New
FCA
1214
FinTrust Capital Advisors
South Carolina
$217K +$7.65K +95 +4%
LFA
1215
Legacy Financial Advisors
Kentucky
$217K +$217K +2,690 New
BS
1216
Banco Santander
Spain
$216K +$216K +2,679 New
CIP
1217
Convergence Investment Partners
Florida
$215K +$215K +2,676 New
DWM
1218
Drive Wealth Management
Utah
$215K +$215K +2,674 New
WCM
1219
Whitener Capital Management
North Carolina
$215K +$215K +2,666 New
FIM
1220
Fernwood Investment Management
Massachusetts
$214K +$214K +2,660 New
CWM
1221
Concentric Wealth Management
California
$213K +$213K +2,650 New
VBFG
1222
Vishria Bird Financial Group
Tennessee
$213K +$213K +2,646 New
NHC
1223
Nicholas Hoffman & Company
Georgia
$213K +$213K +2,644 New
IA
1224
Inspire Advisors
Idaho
$212K +$212K +2,635 New
OFS
1225
OneAscent Financial Services
Alabama
$212K +$212K +2,629 New
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