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Carrier Global

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M
Name Holding Trade Value Shares
Change
Shares
Change %
IP
551
Intellectus Partners
California
$800K +$800K +16,042 New
WS
552
Wedbush Securities
California
$794K +$17K +342 +2%
BOH
553
Bank of Hawaii
Hawaii
$786K -$2.24K -45 -0.3%
TBA
554
Tower Bridge Advisors
Pennsylvania
$784K -$170K -3,415 -18%
PFS
555
Prospera Financial Services
Texas
$780K +$15.3K +308 +2%
TWA
556
Trellis Wealth Advisors
California
$770K +$52.2K +1,051 +7%
CIA
557
Cascade Investment Advisors
Oregon
$768K +$748K +15,045 +3,643%
PCM
558
Penserra Capital Management
California
$767K +$274K +5,525 +56%
PCM
559
Prelude Capital Management
New York
$767K +$767K +15,423 New
AIMCA
560
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$766K -$81.4K -1,637 -10%
SC
561
Scotia Capital
Ontario, Canada
$761K +$7.26K +146 +1%
UB
562
UMB Bank
Missouri
$756K -$24.6K -495 -3%
TW
563
TrinityPoint Wealth
Connecticut
$753K +$16K +321 +2%
ECM
564
Estabrook Capital Management
New York
$753K -$1.74K -35 -0.2%
MA
565
Montag & Associates
Georgia
$753K +$4.49K +90 +0.6%
PTCG
566
Pring Turner Capital Group
California
$753K
BRWA
567
B. Riley Wealth Advisors
Florida
$750K -$221K -4,429 -23%
CWM
568
Compass Wealth Management
Connecticut
$737K -$30.3K -610 -4%
EM
569
ELCO Management
New York
$736K -$16.7K -335 -2%
SF
570
Symphony Financial
Texas
$735K +$68.2K +1,379 +10%
SNBOSD
571
Security National Bank of So Dak
Iowa
$735K +$735K +14,780 New
P
572
Pitcairn
Pennsylvania
$734K +$6.96K +140 +1%
CWP
573
Curated Wealth Partners
California
$732K -$5.22K -105 -0.7%
FM
574
Foster & Motley
Ohio
$722K +$9.94K +200 +1%
DWP
575
Daymark Wealth Partners
Ohio
$721K +$360K +7,245 +100%