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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 %
FLPIM
601
F.L. Putnam Investment Management
Massachusetts
$926K -$76K -1,205 -8%
BP
602
Ballentine Partners
Massachusetts
$926K +$73K +1,157 +9%
EWA
603
EP Wealth Advisors
California
$920K +$211K +3,344 +30%
EM
604
ELCO Management
New York
$918K – – –
QWP
605
Quotient Wealth Partners
Texas
$914K +$9.21K +146 +1%
BRWA
606
B. Riley Wealth Advisors
Florida
$911K -$1.65M -26,024 -64%
PCIA
607
Prime Capital Investment Advisors
Kansas
$911K +$18.8K +298 +2%
GI
608
GLOBALT Investments
Georgia
$908K -$20.2K -321 -2%
AAM
609
AR Asset Management
California
$908K – – –
JWCA
610
J.W. Cole Advisors
Florida
$907K -$22.5K -356 -2%
ASN
611
Advisory Services Network
Georgia
$906K +$51.5K +816 +6%
Acadian Asset Management
612
Acadian Asset Management
Massachusetts
$903K +$903K +14,332 New
GIM
613
Groesbeck Investment Management
New Jersey
$901K +$188K +2,987 +26%
CHC
614
City Holding Co
West Virginia
$896K -$11.4K -180 -1%
TCOT
615
Trust Company of Toledo
Ohio
$891K -$631 -10 -0.1%
WS
616
Wedbush Securities
California
$888K -$113K -1,786 -11%
AWM
617
Axxcess Wealth Management
California
$885K -$36.8K -583 -4%
CIA
618
Choate Investment Advisors
Massachusetts
$882K -$4.54K -72 -0.5%
ECM
619
Estabrook Capital Management
New York
$881K -$17.3K -275 -2%
EM
620
Excalibur Management
Massachusetts
$881K +$1.39K +22 +0.2%
DT
621
Diversified Trust
Tennessee
$877K +$198K +3,137 +29%
SW
622
SVB Wealth
Massachusetts
$867K -$91K -1,443 -10%
FRA
623
Frank Rimerman Advisors
California
$864K +$863K +13,677 +54,708%
PP
624
Prudential plc
United Kingdom
$864K – – –
RPC
625
Rossmore Private Capital
Connecticut
$860K -$9.46K -150 -1%
23 24
25
26 27