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Carrier Global
CARR

Overview Fund Activity

1,438 hedge funds and large institutions have $47.5B invested in Carrier Global in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 459 increasing their positions, 545 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,438
Holders Change
+35
Holders Change %
+2.49%
% of All Funds
20.92%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
144
Increased
459
Reduced
545
Closed
89
Calls
$331M
Puts
$170M
Net Calls
+$162M
Net Calls Change
+$7.03M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$485M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$199M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$176M
4
Citadel Advisors
Citadel Advisors
Florida
+$140M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$117M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$497M
2
BlackRock
BlackRock
New York
-$308M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$146M
4
Morgan Stanley
Morgan Stanley
New York
-$94.3M
5
Capital International Investors
Capital International Investors
California
-$94.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
451
Bartlett & Co Wealth Management
Ohio
$2.02M -$66K -1,043 -3%
SDIC
452
South Dakota Investment Council
South Dakota
$2.02M -$119K -1,888 -6%
CCP
453
Cunning Capital Partners
North Carolina
$2.01M – – –
AWS
454
Atria Wealth Solutions
New York
$2M -$147K -2,333 -7%
Bank Julius Baer & Co
455
Bank Julius Baer & Co
Switzerland
$2M -$1.42M -20,229 -41%
AQR Capital Management
456
AQR Capital Management
Connecticut
$1.97M -$2.69M -42,648 -58%
AAM
457
Aureus Asset Management
Massachusetts
$1.97M -$22K -348 -1%
NIM
458
NEOS Investment Management
Connecticut
$1.96M +$628K +9,960 +47%
HL
459
HeadInvest LLC
Maine
$1.95M -$31.5K -500 -2%
HAG
460
HighPoint Advisor Group
Illinois
$1.94M -$26.4K -392 -1%
CIA
461
Concurrent Investment Advisors
Florida
$1.93M +$309K +4,904 +19%
BMSSC
462
B. Metzler seel. Sohn & Co
Germany
$1.92M -$356K -5,636 -16%
FMII
463
Farmers & Merchants Investments Inc
Nebraska
$1.92M -$2.79M -44,281 -59%
VPI
464
Value Partners Investments
Manitoba, Canada
$1.91M +$191K +3,023 +11%
TWC
465
TD Waterhouse Canada
Ontario, Canada
$1.9M -$6.82K -110 -0.4%
HWM
466
HB Wealth Management
Georgia
$1.89M +$129K +2,044 +7%
NB
467
Norinchukin Bank
Japan
$1.88M +$55.4K +879 +3%
GT
468
Glenview Trust
Kentucky
$1.86M -$15.1K -240 -0.8%
CA
469
Clearstead Advisors
Ohio
$1.86M +$734K +11,630 +65%
HIC
470
Holderness Investments Company
North Carolina
$1.85M -$15.8K -250 -0.8%
NIA
471
NIA Impact Advisors
California
$1.83M +$78.9K +1,250 +5%
BCM
472
Barden Capital Management
Texas
$1.82M +$3.09K +49 +0.2%
AAM
473
Azzad Asset Management
Virginia
$1.81M +$2.52K +40 +0.1%
DWM
474
Dakota Wealth Management
Florida
$1.81M +$20.2K +320 +1%
KA
475
Kintegral Advisory
New York
$1.8M +$551K +8,705 +44%
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