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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 %
CFS
1226
CGC Financial Services
Oregon
$39.4K +$17.5K +305 +80%
ACA
1227
American Capital Advisory
Idaho
$38.7K +$38.7K +674 New
CWP
1228
Concord Wealth Partners
Virginia
$38.6K – – –
JWM
1229
Janiczek Wealth Management
Colorado
$37.9K +$288 +5 +0.8%
PWMG
1230
Prestige Wealth Management Group
New Jersey
$37.3K – – –
MHR
1231
Matthew Hamilton Rosenberg
$37.1K +$3.33K +58 +10%
SWA
1232
SOA Wealth Advisors
New York
$36.5K – – –
IPW
1233
Impact Partnership Wealth
Georgia
$36.5K +$33K +575 +958%
OP
1234
ORG Partners
Indiana
$36K +$27.3K +476 +317%
CJ
1235
Caitlin John
Michigan
$35.8K +$35.8K +623 New
HFS
1236
Hantz Financial Services
Michigan
$35K – – –
UCB
1237
United Community Bank
South Carolina
$34.5K +$34.5K +600 New
BGAI
1238
Bruce G. Allen Investments
Colorado
$34.2K +$34.2K +596 New
WBC
1239
West Branch Capital
Massachusetts
$33.9K – – –
PS
1240
Planned Solutions
California
$33.3K +$33.3K +580 New
NRG
1241
Nemes Rush Group
Michigan
$33K -$460 -8 -1%
TSW
1242
Thompson Siegel & Walmsley
Virginia
$33K -$8.31K -144 -20%
CCA
1243
Criterion Capital Advisors
Tennessee
$32K +$32K +558 New
CP
1244
Castleview Partners
Texas
$31.6K +$31.6K +549 New
AIC
1245
Archer Investment Corporation
Indiana
$30.6K – – –
KFS
1246
Kelly Financial Services
Massachusetts
$30.5K +$57 +1 +0.2%
SIS
1247
Sound Income Strategies
Florida
$30.4K +$1.55K +27 +5%
LFG
1248
Larson Financial Group
Missouri
$29.7K +$345 +6 +1%
PIM
1249
Plato Investment Management
Australia
$29.6K +$29.6K +515 New
TF
1250
Tompkins Financial
New York
$29.1K +$5.75K +100 +25%
48 49
50
51 52