CARR icon

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 %
WIA
1301
Wetzel Investment Advisors
Indiana
$12K +$12K +203 New
FPFS
1302
First Personal Financial Services
North Carolina
$11.5K – – –
RDFA
1303
Ritter Daniher Financial Advisory
Ohio
$11.5K – – –
Kayne Anderson Rudnick Investment Management
1304
Kayne Anderson Rudnick Investment Management
California
$11.4K +$2.3K +40 +25%
KWAG
1305
Kiely Wealth Advisory Group
North Carolina
$11.2K +$11.2K +200 New
FPB
1306
First PREMIER Bank
South Dakota
$11K – – –
EWP
1307
Elevation Wealth Partners
California
$10.8K +$10.8K +195 New
NICM
1308
Neo Ivy Capital Management
New York
$10K +$10K +180 New
SL
1309
Salomon & Ludwin
Virginia
$9.94K – – –
RWPA
1310
Richard W. Paul & Associates
Michigan
$9.88K – – –
FWM
1311
Focused Wealth Management
New York
$9.77K – – –
VWM
1312
Venturi Wealth Management
Texas
$9.54K -$5.06K -88 -35%
AWM
1313
Abound Wealth Management
Tennessee
$9.49K – – –
LF
1314
Lee Financial
Texas
$9.11K +$2.13K +37 +31%
FMP
1315
Financial Management Professionals
Texas
$9K -$17.2K -286 -66%
FGA
1316
Fortis Group Advisors
New Jersey
$8.73K +$4.37K +76 +100%
MAWCM
1317
Mine & Arao Wealth Creation & Management
California
$8.62K – – –
LOIP
1318
Live Oak Investment Partners
Texas
$8.62K -$8.28K – –
SAM
1319
Smartleaf Asset Management
Massachusetts
$8.47K +$8.47K +147 New
WAG
1320
Wiser Advisor Group
Arizona
$8.45K +$8.45K +147 New
MSWM
1321
Mowery & Schoenfeld Wealth Management
Illinois
$8.04K +$8.04K +140 New
MSG
1322
Main Street Group
Virginia
$8.04K +$8.04K +140 New
Loomis, Sayles & Company
1323
Loomis, Sayles & Company
Massachusetts
$8K -$6.11K -110 -43%
IGWM
1324
ICA Group Wealth Management
Colorado
$7.81K +$7.81K +136 New
TIM
1325
Thompson Investment Management
Wisconsin
$7.7K – – –
51 52
53
54 55