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Carrier Global

1,230 hedge funds and large institutions have $33.5B invested in Carrier Global in 2023 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 401 increasing their positions, 465 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
+19
Holders Change %
+1.57%
% of All Funds
19.69%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
120
Increased
401
Reduced
465
Closed
71
Calls
$103M
Puts
$74.2M
Net Calls
+$28.5M
Net Calls Change
+$8.28M
Name Holding Trade Value Shares
Change
Shares
Change %
Vontobel Holding
526
Vontobel Holding
Switzerland
$866K -$141K -3,082 -14%
BMM
527
Buffington Mohr McNeal
Idaho
$862K -$6.68K -146 -0.8%
FHB
528
First Hawaiian Bank
Hawaii
$853K -$158K -3,456 -16%
TWD
529
True Wealth Design
Ohio
$837K -$24.8K -542 -3%
CHC
530
City Holding Co
West Virginia
$833K -$24.2K -530 -3%
CL
531
Choreo LLC
Illinois
$832K +$569K +12,440 +217%
CAM
532
Cresset Asset Management
Illinois
$827K -$3.39M -74,148 -80%
WDA
533
Wendell David Associates
New Hampshire
$824K -$25.2K -550 -3%
BBA
534
Baader Bank Aktiengesellschaft
Germany
$792K +$792K +22,192 New
HFBOT
535
Home Federal Bank of Tennessee
Tennessee
$788K +$6.86K +150 +0.9%
AIMCA
536
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$779K +$779K +17,037 New
VBCG
537
Valley Brook Capital Group
Pennsylvania
$777K +$33.4K +730 +4%
SFFS
538
Stonehage Fleming Financial Services
Jersey
$776K -$61.8K -1,371 -7%
CA
539
Clearstead Advisors
Ohio
$776K +$31.9K +698 +4%
Federated Hermes
540
Federated Hermes
Pennsylvania
$773K +$146K +3,182 +23%
MHIC
541
Marble Harbor Investment Counsel
Massachusetts
$773K
PA
542
Parallel Advisors
California
$773K +$5.22K +114 +0.7%
MNBTD
543
Moody National Bank Trust Division
Texas
$765K -$1.92K -42 -0.3%
WC
544
Westhampton Capital
North Carolina
$755K +$13.7K +300 +2%
FDCDDQ
545
Federation des caisses Desjardins du Quebec
Quebec, Canada
$753K -$99K -2,164 -12%
MIS
546
Morningstar Investment Services
Illinois
$743K +$57K +1,262 +8%
DIP
547
Davis Investment Partners
North Carolina
$742K
ASN
548
Advisory Services Network
Georgia
$738K +$111K +2,433 +18%
TMAM
549
Tokio Marine Asset Management
Japan
$737K +$118K +2,582 +19%
TCOT
550
Trust Company of Toledo
Ohio
$735K -$7.78K -170 -1%