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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 %
CA
1426
Claro Advisors
Massachusetts
– -$295K -5,342 Closed
VIA
1427
Virtus Investment Advisers
Connecticut
– -$279K -5,052 Closed
AIA
1428
Affinity Investment Advisors
California
– -$276K -4,994 Closed
GWP
1429
Gateway Wealth Partners
Wisconsin
– -$265K -4,792 Closed
TIA
1430
Trust Investment Advisors
Indiana
– -$259K -4,692 Closed
AC
1431
Allstate Corporation
Illinois
– -$248K -4,494 Closed
SIA
1432
Schechter Investment Advisors
Michigan
– -$246K -4,464 Closed
TIMH
1433
Tilt Investment Management Holdings
New York
– -$245K -4,444 Closed
Walleye Trading
1434
Walleye Trading
New York
– -$239K -4,332 Closed
FIM
1435
Fernwood Investment Management
Massachusetts
– -$235K -4,250 Closed
WI
1436
Wintrust Investments
Illinois
– -$230K -4,165 Closed
GWANC
1437
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$229K -4,154 Closed
IWP
1438
Invenio Wealth Partners
Florida
– -$228K -4,135 Closed
MMA
1439
Miracle Mile Advisors
California
– -$219K -3,971 Closed
CCG
1440
Cypress Capital Group
Florida
– -$217K -3,927 Closed
SWMP
1441
Signature Wealth Management Partners
New Jersey
– -$215K -3,889 Closed
TCM
1442
Teza Capital Management
Illinois
– -$211K -3,830 Closed
WFAG
1443
Worth Financial Advisory Group
North Carolina
– -$205K -3,719 Closed
ZCM
1444
Ziegler Capital Management
Illinois
– -$203K -3,674 Closed
CCM
1445
CAAS Capital Management
New York
– -$110K -2,000 Closed
SCA
1446
Stonebridge Capital Advisors
Minnesota
– -$91.4K -1,655 Closed
QP
1447
Quilter Plc
United Kingdom
– -$1.4M -1,405 Closed
HT
1448
Headlands Technologies
Illinois
– -$65.6K -1,188 Closed
RW
1449
RVW Wealth
California
– -$63.1K -1,143 Closed
RTC
1450
Riverview Trust Company
Washington
– -$58.3K -1,057 Closed
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