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Carrier Global
CARR

Overview Fund Activity

1,402 hedge funds and large institutions have $43.8B invested in Carrier Global in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 453 increasing their positions, 539 reducing their positions, and 96 closing their positions.

Holders
1,402
Holders Change
+16
Holders Change %
+1.15%
% of All Funds
20.33%
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
539
Closed
96
Calls
$294M
Puts
$140M
Net Calls
+$154M
Net Calls Change
+$288M

Top Buyers

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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$234M
2
Capital World Investors
2
Capital World Investors
California
$3.28B
3
Morgan Stanley
3
Morgan Stanley
New York
$798M
4
BlackRock
4
BlackRock
New York
$3.33B
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1476
Tradition Wealth Management
Minnesota
– -$43K -753 Closed
PS
1477
Planned Solutions
California
– -$33.3K -580 Closed
TSW
1478
Thompson Siegel & Walmsley
Virginia
– -$33K -572 Closed
EC
1479
EdgeRock Capital
Colorado
– -$27.1K -476 Closed
FBC
1480
Fairfield, Bush & Co
Connecticut
– -$19.6K -342 Closed
LFA
1481
Level Financial Advisors
New York
– -$18.4K -320 Closed
TCWA
1482
Turtle Creek Wealth Advisors
Texas
– -$17.9K -312 Closed
MSWM
1483
McGlone Suttner Wealth Management
Wisconsin
– -$15.2K -264 Closed
MCM
1484
MidAtlantic Capital Management
Virginia
– -$13.8K -240 Closed
EWP
1485
Elevation Wealth Partners
California
– -$10.8K -195 Closed
FWM
1486
Focused Wealth Management
New York
– -$9.77K -170 Closed
LF
1487
Lee Financial
Texas
– -$9.11K -158 Closed
Loomis, Sayles & Company
1488
Loomis, Sayles & Company
Massachusetts
– -$8K -144 Closed
RL
1489
Rogco LP
Oklahoma
– -$5.75K -100 Closed
DI
1490
DAGCO Inc
Ohio
– -$5.57K -97 Closed
LIWM
1491
Long Island Wealth Management
New York
– -$2K -39 Closed
AT
1492
Arlington Trust
Alabama
– -$1.61K -28 Closed
GGI
1493
Godsey & Gibb Inc
Virginia
– -$1.15K -20 Closed
W
1494
WealthCollab
Washington
– -$1.04K -18 Closed
WPA
1495
West Paces Advisors
Georgia
– -$575 -10 Closed
LFA
1496
Livelsberger Financial Advisory
Ohio
– -$556 -10 Closed
AIMA
1497
Ables Iannone Moore & Associates
Georgia
– -$345 -6 Closed
HWP
1498
Highline Wealth Partners
California
– -$174 -3 Closed
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