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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 %
MWM
576
Massachusetts Wealth Management
Massachusetts
$1.03M +$308K +4,875 +42%
VA
577
Vident Advisory
Georgia
$1.03M +$358K +5,673 +53%
NP
578
NorthRock Partners
Minnesota
$1.01M +$23.8K +376 +2%
QCM
579
Qsemble Capital Management
New York
$999K +$999K +15,835 New
BIM
580
Baldwin Investment Management
Pennsylvania
$994K – – –
Teacher Retirement System of Texas
581
Teacher Retirement System of Texas
Texas
$994K -$304K -4,810 -23%
CAG
582
Crestwood Advisors Group
Massachusetts
$974K -$206K -3,263 -17%
LCM
583
Laurion Capital Management
New York
$969K +$969K +15,361 New
BMM
584
Buffington Mohr McNeal
Idaho
$968K -$126K -2,000 -12%
BFA
585
Brendel Financial Advisors
New Hampshire
$968K – – –
WC
586
Westhampton Capital
North Carolina
$966K – – –
VI
587
Vestcor Inc
New Brunswick, Canada
$963K – – –
VSQM
588
V-Square Quantitative Management
Illinois
$957K -$47.7K -756 -5%
PTCG
589
Pring Turner Capital Group
California
$956K – – –
BP
590
BNP Paribas
France
$952K -$603K -9,554 -39%
KWM
591
Kingsview Wealth Management
Oregon
$949K +$74.6K +1,183 +9%
MA
592
Montag & Associates
Georgia
$948K – – –
IIA
593
ICW Investment Advisors
Arizona
$948K -$15.5K -245 -2%
CFG
594
Citizens Financial Group
Rhode Island
$947K +$239K +3,791 +34%
PAM
595
Panagora Asset Management
Massachusetts
$943K -$315K -4,992 -25%
SAM
596
Sawgrass Asset Management
Florida
$934K +$2.4K +38 +0.3%
CSPIA
597
Cary Street Partners Investment Advisory
Virginia
$929K -$67.2K -1,066 -7%
BHWM
598
Bar Harbor Wealth Management
New Hampshire
$928K +$19.9K +315 +2%
HI
599
Horizon Investments
North Carolina
$928K +$7.82K +124 +0.9%
KLC
600
Knowledge Leaders Capital
Colorado
$928K -$47.9K -759 -5%
22 23
24
25 26