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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 %
LFG
1276
Larson Financial Group
Missouri
$182K +$91.7K +1,140 +102%
GCM
1277
Gables Capital Management
Florida
$181K – – –
HWA
1278
HHM Wealth Advisors
Tennessee
$180K – – –
MFG
1279
Mendota Financial Group
Wisconsin
$179K -$33.5K -416 -16%
BSB
1280
Bangor Savings Bank
Maine
$179K -$11.8K -146 -6%
UCI
1281
Uncommon Cents Investing
Wisconsin
$179K +$179K +2,220 New
ACM
1282
Adalta Capital Management
New York
$176K -$121K -1,500 -41%
DSC
1283
Duncker Streett & Co
Missouri
$176K +$8.37K +104 +5%
JWA
1284
JFS Wealth Advisors
Pennsylvania
$171K -$41.3K -513 -19%
CFO
1285
CVA Family Office
Colorado
$171K -$26K -323 -13%
RCM
1286
Richardson Capital Management
Wisconsin
$170K +$563 +7 +0.3%
CCMW
1287
Cypress Capital Management (Wyoming)
Wyoming
$170K -$48.3K -600 -22%
BCP
1288
Blue Chip Partners
Michigan
$169K +$483 +6 +0.3%
UIA
1289
Ulland Investment Advisors
Minnesota
$168K – – –
MMG
1290
Monetary Management Group
Missouri
$167K – – –
WSC
1291
Wellington Shields & Co
New York
$161K – – –
CAL
1292
Capital Analysts LLC
Pennsylvania
$159K +$242 +3 +0.2%
CYG
1293
Clean Yield Group
Vermont
$159K +$966 +12 +0.6%
EBA
1294
Eagle Bay Advisors
New York
$159K -$1.77K -22 -1%
CFG
1295
CKW Financial Group
Hawaii
$155K – – –
BIC
1296
Beach Investment Counsel
Pennsylvania
$153K -$47.1K -583 -24%
GWP
1297
Gen-Wealth Partners
Michigan
$151K – – –
FCAS
1298
First Command Advisory Services
Texas
$147K – – –
OSNBOA
1299
Old Second National Bank of Aurora
Illinois
$145K – – –
M
1300
MOTCO
Texas
$145K +$80.5K +1,000 +125%
50 51
52
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