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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 %
LT
1451
Legacy Trust
Michigan
– -$277K -4,826 Closed
SSA
1452
Schonfeld Strategic Advisors
New York
– -$271K -4,720 Closed
FFO
1453
Fiduciary Family Office
Florida
– -$267K -4,650 Closed
WPC
1454
Waters Parkerson & Co
Louisiana
– -$262K -4,567 Closed
NRD
1455
Nebula Research & Development
New York
– -$256K -4,448 Closed
TFS
1456
Thoroughbred Financial Services
Tennessee
– -$250K -4,366 Closed
MLFP
1457
MPS Loria Financial Planners
Illinois
– -$250K -4,344 Closed
COCM
1458
Charter Oak Capital Management
New Hampshire
– -$240K -4,178 Closed
MIS
1459
Morningstar Investment Services
Illinois
– -$239K -4,146 Closed
ICG
1460
InterOcean Capital Group
Tennessee
– -$222K -3,865 Closed
PWM
1461
PBMares Wealth Management
Virginia
– -$218K -3,788 Closed
BBI
1462
Baxter Bros Inc
Connecticut
– -$217K -3,785 Closed
Wolverine Trading
1463
Wolverine Trading
Illinois
– -$210K -3,654 Closed
VF
1464
Virtu Financial
New York
– -$209K -3,632 Closed
BCA
1465
Bay Colony Advisors
Massachusetts
– -$205K -3,575 Closed
FFB
1466
First Financial Bankshares
Texas
– -$200K -3,488 Closed
HFM
1467
Harvest Fund Management
China
– -$184K -3,200 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1468
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$129K -2,237 Closed
GG
1469
Greenwood Gearhart
Arkansas
– -$128K -2,225 Closed
GWS
1470
Glassman Wealth Services
Virginia
– -$127K -2,213 Closed
CF
1471
Centaurus Financial
California
– -$121K -2,104 Closed
RIM
1472
Rockbridge Investment Management
New York
– -$107K -1,867 Closed
DAC
1473
Dividend Assets Capital
South Carolina
– -$98K -1,700 Closed
GWMIA
1474
Global Wealth Management Investment Advisory
Florida
– -$83.3K -1,450 Closed
ATC
1475
Advantage Trust Company
Kansas
– -$68.9K -1,200 Closed
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