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Carrier Global

1,230 hedge funds and large institutions have $33.5B invested in Carrier Global in 2023 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 401 increasing their positions, 465 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
+19
Holders Change %
+1.57%
% of All Funds
19.69%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
120
Increased
401
Reduced
465
Closed
71
Calls
$103M
Puts
$74.2M
Net Calls
+$28.5M
Net Calls Change
+$8.28M
Name Holding Trade Value Shares
Change
Shares
Change %
CCT
651
Capital City Trust
Florida
$509K -$1.69K -37 -0.3%
SYBT
652
Stock Yards Bank & Trust
Kentucky
$509K -$18.4K -401 -3%
CSPIA
653
Cary Street Partners Investment Advisory
Virginia
$506K +$41.9K +916 +9%
KTA
654
Keeley-Teton Advisors
Illinois
$506K -$26.6K -582 -5%
DA
655
Dover Advisors
Virginia
$506K
LC
656
Lindbrook Capital
California
$505K -$16.5K -361 -3%
BTW
657
Boston Trust Walden
Massachusetts
$500K
TTWM
658
TCV Trust & Wealth Management
Virginia
$500K -$1.74K -38 -0.3%
WI
659
Wahed Invest
New York
$499K +$6.13K +134 +1%
GL
660
Graypoint LLC
New York
$498K -$160K -3,494 -24%
EAM
661
Eagle Asset Management
Florida
$497K +$82.9K +1,816 +20%
AMIM
662
Aull & Monroe Investment Management
Alabama
$497K -$4.58K -100 -0.9%
TWC
663
TD Waterhouse Canada
Ontario, Canada
$494K -$46.6K -1,011 -9%
GC
664
Grimes & Company
Massachusetts
$487K +$229 +5 +0%
CFO
665
Callan Family Office
Pennsylvania
$478K +$478K +10,454 New
CFB
666
Cullen/Frost Bankers
Texas
$476K -$38.5K -841 -7%
BSA
667
Bull Street Advisors
Georgia
$475K -$915 -20 -0.2%
IAA
668
Independent Advisor Alliance
North Carolina
$475K -$128K -2,801 -21%
AIP
669
Ameritas Investment Partners
Nebraska
$474K
IAIM
670
International Assets Investment Management
Florida
$473K -$61.8K -4,167 -12%
DCM
671
Donaldson Capital Management
Indiana
$471K -$11.2K -245 -2%
JCM
672
Jacobi Capital Management
Pennsylvania
$471K -$6.86K -150 -1%
DA
673
Denali Advisors
California
$463K +$1.19K +26 +0.3%
FMAEN1
674
Fund Management at Engine No 1
California
$463K +$41.6K +910 +10%
CAM
675
Carret Asset Management
New York
$461K -$1.78K -39 -0.4%