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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 %
JIP
1326
Jaffetilchin Investment Partners
Florida
$102K +$102K +1,267 New
CAS
1327
Coppell Advisory Solutions
Texas
$98.1K -$2.42K -30 -2%
RTC
1328
Riverview Trust Company
Washington
$95.7K +$966 +12 +1%
ETC
1329
Exchange Traded Concepts
Oklahoma
$95.5K +$39.2K +487 +70%
PAG
1330
Paladin Advisory Group
Iowa
$95.3K – – –
TSMHT
1331
Thurston Springer Miller Herd & Titak
Indiana
$94.8K +$4.11K +51 +5%
BCMLT
1332
Beacon Capital Management LLC (Tennessee)
Tennessee
$93K – – –
USB
1333
Union Savings Bank
Connecticut
$90.5K – – –
AGWCA
1334
Annis Gardner Whiting Capital Advisors
Florida
$90.3K -$25K -311 -22%
APC
1335
Aspire Private Capital
North Carolina
$89.7K – – –
NFSG
1336
Newbridge Financial Services Group
Florida
$89.3K +$27.7K +344 +45%
JFA
1337
JNBA Financial Advisors
Minnesota
$88.9K -$6.52K -81 -7%
FMB
1338
Field & Main Bank
Kentucky
$87.3K – – –
B
1339
Birchbrook
Maine
$82.5K – – –
MTIC
1340
Missouri Trust & Investment Company
Missouri
$82.3K – – –
FCM
1341
Firsthand Capital Management
California
$80.5K -$322K -4,000 -80%
AWM
1342
Activest Wealth Management
Florida
$80.5K – – –
CIA
1343
Cape Investment Advisory
Georgia
$80.5K – – –
TC
1344
Truvestments Capital
Florida
$78.3K +$78.3K +973 New
SWM
1345
Sugarloaf Wealth Management
Georgia
$75.6K +$80 +1 +0.1%
TFIPS
1346
Towarzystwo Funduszy Inwestycyjnych PZU SA
$73.2K – – –
GWSG
1347
GPS Wealth Strategies Group
Colorado
$72.9K +$8.05K +100 +12%
CB
1348
CNB Bank
Pennsylvania
$72.7K – – –
MW
1349
Maia Wealth
Colorado
$72.5K +$72.5K +901 New
CTWM
1350
Cherry Tree Wealth Management
Minnesota
$72.1K -$25.7K -319 -26%
52 53
54
55 56