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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
20.91%
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 %
NRS
526
Neville Rodie & Shaw
New York
$1.36M – – –
BHIA
527
Birch Hill Investment Advisors
Massachusetts
$1.36M -$4.86K -77 -0.4%
HAIM
528
Hunter Associates Investment Management
Pennsylvania
$1.35M -$92K -1,456 -6%
LSAG
529
Lake Street Advisors Group
New Hampshire
$1.35M -$44.5K -703 -3%
DRD
530
Dennis R. Delaney
$1.35M +$718K +11,381 +114%
MAS
531
Meeder Advisory Services
Ohio
$1.35M +$350K +5,554 +35%
LNWWM
532
Laird Norton Wetherby Wealth Management
California
$1.35M -$51.5K -816 -4%
AWM
533
Apollon Wealth Management
South Carolina
$1.34M -$233K -3,692 -15%
CAS
534
CTC Alternative Strategies
Illinois
$1.34M +$1.34M +21,192 New
KIA
535
KCM Investment Advisors
California
$1.33M +$4.29K +68 +0.3%
OIA
536
OneDigital Investment Advisors
Kansas
$1.32M +$223K +3,542 +20%
PAS
537
Park Avenue Securities
New York
$1.32M -$75.4K -1,195 -5%
SA
538
SpiderRock Advisors
Delaware
$1.31M +$50.1K +794 +4%
SWP
539
Stratos Wealth Partners
Ohio
$1.3M -$2.92M -46,309 -69%
GAM
540
Griffin Asset Management
New York
$1.3M +$1.3M +20,547 New
WPC
541
Wedmont Private Capital
Pennsylvania
$1.3M -$41.6K -630 -3%
SIC
542
Salem Investment Counselors
North Carolina
$1.29M -$45.2K -714 -3%
NED
543
Nancy E. Dempze
$1.27M +$618K +9,790 +94%
PCS
544
Personal CFO Solutions
New Jersey
$1.27M +$475K +7,537 +60%
AC
545
Abbrea Capital
California
$1.26M -$1.52K -24 -0.1%
VF
546
Virtu Financial
New York
$1.26M +$1.26M +20,038 New
LFRG
547
Lazard Frères Gestion
France
$1.26M – – –
FMWA
548
Forvis Mazars Wealth Advisors
Missouri
$1.25M -$1.03M -16,263 -45%
S
549
SignatureFD
Georgia
$1.23M +$211K +3,338 +21%
BFIM
550
Beese Fulmer Investment Management
Ohio
$1.22M -$2.59K -41 -0.2%
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