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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 %
PA
1401
PSI Advisors
Florida
$349 – – –
JPWM
1402
Jamison Private Wealth Management
Georgia
$291 +$291 +5 New
MIA
1403
MeadowBrook Investment Advisors
Michigan
$233 – – –
Citadel Advisors
1404
Citadel Advisors
Florida
– -$146M -2,540,468 Closed
TCM
1405
Trybe Capital Management
Connecticut
– -$15.6M -270,844 Closed
PR
1406
Payden & Rygel
California
– -$11.9M -207,170 Closed
PCA
1407
Private Capital Advisors
Connecticut
– -$10.7M -186,258 Closed
Lazard Asset Management
1408
Lazard Asset Management
New York
– -$5.02M -87,389 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1409
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.71M -82,048 Closed
UOC
1410
UBS O'Connor
Illinois
– -$3.98M -69,300 Closed
PI
1411
PEAK6 Investments
Illinois
– -$3.92M -68,210 Closed
MHS
1412
M Holdings Securities
Oregon
– -$3.36M -58,502 Closed
GBWM
1413
Granite Bay Wealth Management
New Hampshire
– -$2.7M -51,065 Closed
ACM
1414
Aquatic Capital Management
Illinois
– -$2.1M -36,500 Closed
BNP Paribas Financial Markets
1415
BNP Paribas Financial Markets
France
– -$1.79M -31,145 Closed
MME
1416
Meag Munich Ergo
Germany
– -$1.74M -30,252 Closed
EC
1417
Estate Counselors
Wisconsin
– -$1.66M -28,870 Closed
SSWM
1418
Smith Salley Wealth Management
North Carolina
– -$1.53M -26,718 Closed
Twin Tree Management
1419
Twin Tree Management
Texas
– -$1.31M -22,857 Closed
FI
1420
FJ Investments
Utah
– -$1.24M -21,573 Closed
NL
1421
NWAM LLC
Washington
– -$1.2M -20,846 Closed
VI
1422
Versor Investments
New York
– -$1.13M -19,700 Closed
GS
1423
GTS Securities
New York
– -$1.11M -19,297 Closed
TWA
1424
Trellis Wealth Advisors
California
– -$895K -15,576 Closed
QI
1425
Qtron Investments
Massachusetts
– -$802K -13,965 Closed
55 56
57
58 59