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Carrier Global
CARR

Overview Fund Activity

1,403 hedge funds and large institutions have $43.9B invested in Carrier Global in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 453 increasing their positions, 540 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+16
Holders Change %
+1.15%
% of All Funds
20.34%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
128
Increased
453
Reduced
540
Closed
96
Calls
$294M
Puts
$140M
Net Calls
+$154M
Net Calls Change
+$288M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.34B
2
Capital International Investors
Capital International Investors
California
$4.93B
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$256M
4
Jane Street
Jane Street
New York
$74.7M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$781M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$234M
2
Capital World Investors
Capital World Investors
California
$3.28B
3
Morgan Stanley
Morgan Stanley
New York
$798M
4
BlackRock
BlackRock
New York
$3.33B
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
1376
Macroview Investment Management
Maryland
$2.62K – – –
SRCM
1377
Signature Resources Capital Management
California
$2.41K – – –
AP
1378
Aspect Partners
Virginia
$2.38K +$407 +7 +21%
TCM
1379
TD Capital Management
Tennessee
$2.33K – – –
OAJ
1380
Ogorek Anthony Joseph
New York
$2K – – –
PPC
1381
Park Place Capital
Alabama
$1.98K – – –
SWC
1382
Spectrum Wealth Counsel
Indiana
$1.92K +$1.92K +33 New
DWM
1383
Dogwood Wealth Management
Kansas
$1.85K – – –
TCA
1384
Trifecta Capital Advisors
Illinois
$1.8K – – –
TWD
1385
True Wealth Design
Ohio
$1.8K +$814 +14 +82%
BWL
1386
Bogart Wealth LLC
Virginia
$1.63K -$5.93K -102 -78%
ACA
1387
Atlas Capital Advisors
Wyoming
$1.63K -$157K -2,700 -99%
ECM
1388
Everence Capital Management
Indiana
$1.51K – – –
FRA
1389
Frank Rimerman Advisors
California
$1.45K – – –
GWM
1390
Guardian Wealth Management
Illinois
$1.45K – – –
GPFA
1391
Game Plan Financial Advisors
Ohio
$1.4K – – –
HWM
1392
HighMark Wealth Management
Minnesota
$1.16K – – –
IHWM
1393
Iron Horse Wealth Management
Iowa
$1.16K +$1.16K +20 New
PCTC
1394
Perkins Coie Trust Company
Washington
$1.1K – – –
TWP
1395
TFO Wealth Partners
Ohio
$1.05K – – –
TFA
1396
Transamerica Financial Advisors
Florida
$1K – – –
HFS
1397
HBC Financial Services
Washington
$1K – – –
FG
1398
Fairman Group
Pennsylvania
$988 – – –
WWM
1399
Wolff Wiese Magana
California
$872 -$988 -17 -53%
DWA
1400
Delos Wealth Advisors
Texas
$756 +$756 +13 New
54 55
56
57 58