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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 %
CWP
1426
Curated Wealth Partners
California
– -$735K -12,800 Closed
AM
1427
AGF Management
Ontario, Canada
– -$646K -11,249 Closed
SF
1428
Symphony Financial
Texas
– -$578K -10,295 Closed
HIM
1429
Hillsdale Investment Management
Ontario, Canada
– -$589K -10,250 Closed
Voloridge Investment Management
1430
Voloridge Investment Management
Florida
– -$496K -8,628 Closed
TCM
1431
Twin Capital Management
Pennsylvania
– -$490K -8,523 Closed
QCM
1432
Qsemble Capital Management
New York
– -$488K -8,493 Closed
SWM
1433
Scissortail Wealth Management
Oklahoma
– -$452K -8,019 Closed
II
1434
Inspire Investing
Idaho
– -$446K -7,761 Closed
BB
1435
Berkshire Bank
Massachusetts
– -$426K -7,420 Closed
KA
1436
Kovack Advisors
Florida
– -$411K -7,162 Closed
HIC
1437
Hartline Investment Corp
Illinois
– -$401K -6,983 Closed
LRPA
1438
L. Roy Papp & Associates
Arizona
– -$399K -6,940 Closed
MSS
1439
Mitchell Sinkler & Starr
Pennsylvania
– -$390K -6,789 Closed
PP
1440
Paloma Partners
Connecticut
– -$381K -6,626 Closed
SWM
1441
SeaCrest Wealth Management
New York
– -$369K -6,616 Closed
SNB
1442
Security National Bank
Nebraska
– -$371K -6,454 Closed
FA
1443
FDx Advisors
Illinois
– -$368K -6,399 Closed
MWM
1444
Meridian Wealth Management
Kentucky
– -$357K -6,220 Closed
TNA
1445
True North Advisors
Texas
– -$354K -6,159 Closed
CAMG
1446
CWA Asset Management Group
Florida
– -$341K -5,941 Closed
CCM
1447
Cullen Capital Management
New York
– -$336K -5,845 Closed
A
1448
AlphaQuest
New York
– -$310K -5,392 Closed
AA
1449
ALPS Advisors
Colorado
– -$307K -5,342 Closed
KC
1450
Kingfisher Capital
North Carolina
– -$282K -4,914 Closed
56 57
58
59 60