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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 %
HWM
626
Hohimer Wealth Management
Washington
$859K -$5.99K -95 -0.7%
1WM
627
1858 Wealth Management
Ohio
$854K -$13.4K -213 -2%
PA
628
Profund Advisors
Maryland
$854K -$9.34K -148 -1%
IGGA
629
Iron Gate Global Advisors
Utah
$854K -$1.25K -20 -0.1%
BOH
630
Bank of Hawaii
Hawaii
$850K +$111K +1,767 +15%
VBCG
631
Valley Brook Capital Group
Pennsylvania
$850K +$3.15K +50 +0.4%
WA
632
Waterford Advisors
New York
$844K – – –
AAB
633
ABN AMRO Bank
Netherlands
$842K +$38.9K +610 +5%
MIC
634
Maxi Investments CY
Cyprus
$840K – – –
SFA
635
Sequoia Financial Advisors
Ohio
$826K +$41K +650 +5%
MFIM
636
Mesirow Financial Investment Management
Illinois
$826K -$50.4K -799 -6%
NEWAS
637
N.E.W. Advisory Services
Wisconsin
$825K +$6.62K +105 +0.8%
BFA
638
Benedict Financial Advisors
Georgia
$822K +$3.85K +61 +0.5%
GFS
639
GYL Financial Synergies
Connecticut
$820K +$252 +4 +0%
HA
640
Harbor Advisors
Florida
$820K – – –
UB
641
UMB Bank
Missouri
$817K +$7.51K +119 +0.9%
D.E. Shaw & Co
642
D.E. Shaw & Co
New York
$815K -$18.2M -288,808 -96%
CC
643
Chicago Capital
Illinois
$814K – – –
SF
644
Symphony Financial
Texas
$810K +$810K +12,969 New
Two Sigma Advisers
645
Two Sigma Advisers
New York
$807K -$4.74M -75,200 -85%
CWP
646
Curated Wealth Partners
California
$807K +$807K +12,800 New
AOI
647
Auto-Owners Insurance
Michigan
$807K – – –
SCP
648
Sender Company & Partners
New York
$803K +$803K +12,732 New
BFA
649
Bragg Financial Advisors
North Carolina
$801K +$7.57K +120 +1%
GM
650
GeoWealth Management
Illinois
$798K +$26.1K +414 +3%
24 25
26
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