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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 %
BG
551
Bollard Group
Massachusetts
$1.22M +$1.7K +27 +0.1%
First Manhattan
552
First Manhattan
New York
$1.21M -$137K -2,168 -10%
Jones Financial Companies
553
Jones Financial Companies
Missouri
$1.21M +$842K +13,341 +228%
KIA
554
Kraematon Investment Advisors
Massachusetts
$1.21M -$21.5K -341 -2%
AI
555
AXS Investments
New York
$1.21M -$1.11M -17,595 -48%
LD
556
Lipe & Dalton
New York
$1.21M -$4.67K -74 -0.4%
AMCA
557
Arthur M. Cohen & Associates
Illinois
$1.2M – – –
AIM
558
AHL Investment Management
Florida
$1.2M -$8.52K -135 -0.7%
PIM
559
Penobscot Investment Management
Massachusetts
$1.18M +$265K +4,195 +29%
PP
560
Patten & Patten
Tennessee
$1.18M – – –
RSWM
561
Robertson Stephens Wealth Management
California
$1.16M +$72.1K +1,139 +7%
KPWS
562
Kestra Private Wealth Services
Texas
$1.14M -$883 -14 -0.1%
IMCOOI
563
Investment Management Corp of Ontario (IMCO)
Canada
$1.14M +$315K +5,000 +38%
RBC
564
Romano Brothers & Co
Illinois
$1.13M -$435K -6,900 -28%
RGC
565
Roberts, Glore & Co
Illinois
$1.13M -$1.58K -25 -0.1%
Kovitz Investment Group Partners
566
Kovitz Investment Group Partners
Illinois
$1.12M +$1.12M +17,773 New
WDA
567
Wendell David Associates
New Hampshire
$1.11M -$22.1K -350 -2%
PA
568
Parallel Advisors
California
$1.11M +$69.6K +1,103 +7%
FHB
569
First Hawaiian Bank
Hawaii
$1.09M -$77.3K -1,225 -7%
CIA
570
Cascade Investment Advisors
Oregon
$1.08M +$8.52K +135 +0.8%
MHIC
571
Marble Harbor Investment Counsel
Massachusetts
$1.07M – – –
HFBOT
572
Home Federal Bank of Tennessee
Tennessee
$1.06M +$4.42K +70 +0.4%
P
573
Pitcairn
Pennsylvania
$1.06M +$60K +951 +6%
JFG
574
Jefferies Financial Group
New York
$1.06M -$435K -6,891 -29%
Robeco Institutional Asset Management
575
Robeco Institutional Asset Management
Netherlands
$1.05M -$5.49M -86,988 -84%
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