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
$1.1B
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.33B
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
$349M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.68B
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$729M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$262M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$4.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
1351
Rakuten Securities
Japan
$3.05K +$3.05K +53 New
AW
1352
Avion Wealth
Texas
$3K +$1.21K +21 +68%
PP
1353
PFS Partners
New Jersey
$2.98K – – –
PCFFS
1354
Pacific Center for Financial Services
California
$2.87K – – –
CPA
1355
Clear Point Advisors
New York
$2.76K +$2.76K +48 New
NCM
1356
Northwest Capital Management
Oregon
$2.7K – – –
MIM
1357
Macroview Investment Management
Maryland
$2.59K -$14.9K -259 -85%
SRCM
1358
Signature Resources Capital Management
California
$2.41K +$2.41K +42 New
TCM
1359
TD Capital Management
Tennessee
$2.3K – – –
OAJ
1360
Ogorek Anthony Joseph
New York
$2K – – –
LIWM
1361
Long Island Wealth Management
New York
$2K +$2K +39 New
PPC
1362
Park Place Capital
Alabama
$1.95K -$2.01K -35 -51%
AP
1363
Aspect Partners
Virginia
$1.95K +$1.95K +34 New
VWA
1364
Valued Wealth Advisors
Utah
$1.93K +$1.93K +35 New
WWM
1365
Wolff Wiese Magana
California
$1.84K – – –
DWM
1366
Dogwood Wealth Management
Kansas
$1.83K +$1.83K +32 New
TCA
1367
Trifecta Capital Advisors
Illinois
$1.78K – – –
ETC
1368
Exchange Traded Concepts
Oklahoma
$1.72K -$230 -4 -12%
AT
1369
Arlington Trust
Alabama
$1.61K +$1.61K +28 New
FRA
1370
Frank Rimerman Advisors
California
$1.44K +$1.44K +25 New
GWM
1371
Guardian Wealth Management
Illinois
$1.43K – – –
GPFA
1372
Game Plan Financial Advisors
Ohio
$1.38K +$1.38K +24 New
HWM
1373
HighMark Wealth Management
Minnesota
$1.15K – – –
GGI
1374
Godsey & Gibb Inc
Virginia
$1.15K +$1.15K +20 New
PCTC
1375
Perkins Coie Trust Company
Washington
$1.09K – – –
53 54
55
56 57