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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
1
Fidelity Investments
Massachusetts
$703M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$202M
3
ZIG
3
Zurich Insurance Group
Switzerland
$130M
4
Amundi
4
Amundi
France
$296M
5
Capital International Investors
5
Capital International Investors
California
$6.82B

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.73M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.32B
3
Morgan Stanley
3
Morgan Stanley
New York
$866M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
BAM
5
Burgundy Asset Management
Ontario, Canada
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
1251
Avidian Wealth Enterprises
Texas
$205K +$205K +2,550 New
RMDI
1252
R.M. Davis Inc
Maine
$205K +$205K +2,542 New
HC
1253
Hamilton Capital
Ohio
$204K +$204K +2,808 New
AFP
1254
Ausdal Financial Partners
Iowa
$204K +$204K +2,530 New
PWM
1255
Partnership Wealth Management
Maryland
$203K – – –
NG
1256
Norden Group
Utah
$203K +$203K +2,527 New
SC
1257
Steph & Co
Wisconsin
$203K – – –
ECG
1258
Edge Capital Group
Georgia
$202K +$202K +2,510 New
Koshinski Asset Management
1259
Koshinski Asset Management
Illinois
$201K +$201K +2,503 New
MAM
1260
Morse Asset Management
Connecticut
$201K +$201K +2,500 New
RC
1261
RBF Capital
California
$201K +$201K +2,500 New
Federated Hermes
1262
Federated Hermes
Pennsylvania
$201K -$144K -1,795 -42%
SW
1263
SlateStone Wealth
Florida
$201K +$201K +2,492 New
HVIA
1264
Hudson Valley Investment Advisors
New York
$201K +$201K +2,494 New
OAM
1265
Oppenheimer Asset Management
New York
$200K +$200K +2,489 New
JSAM
1266
J. Safra Asset Management
New York
$196K +$42.5K +528 +28%
HDIM
1267
Hanson & Doremus Investment Management
Vermont
$195K – – –
KFI
1268
Key Financial Inc
Pennsylvania
$194K +$805 +10 +0.4%
CNBTD
1269
Citizens National Bank Trust Department
Mississippi
$194K – – –
AWM
1270
Avior Wealth Management
Nebraska
$191K +$2.09K +26 +1%
LCM
1271
Logan Capital Management
Pennsylvania
$189K -$28.2K -350 -13%
MCM
1272
MV Capital Management
Maryland
$187K +$1.93K +24 +1%
FDCP
1273
Foster Dykema Cabot & Partners
Massachusetts
$187K +$9.1K +113 +5%
BWP
1274
Baldwin Wealth Partners
Massachusetts
$185K +$72.3K +898 +64%
CAL
1275
Capital Advisors Ltd
Ohio
$183K -$1.05K -13 -0.6%
49 50
51
52 53