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Carrier Global

1,251 hedge funds and large institutions have $38.2B invested in Carrier Global in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 387 increasing their positions, 501 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,251
Holders Change
+21
Holders Change %
+1.71%
% of All Funds
19.73%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
115
Increased
387
Reduced
501
Closed
88
Calls
$149M
Puts
$178M
Net Calls
-$29.2M
Net Calls Change
-$57.8M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
651
Quadrant Capital Group
Ohio
$534K -$51.7K -1,039 -9%
JCM
652
Jacobi Capital Management
Pennsylvania
$534K +$22.2K +446 +4%
GC
653
Grimes & Company
Massachusetts
$531K +$2.14K +43 +0.4%
IAA
654
Independent Advisor Alliance
North Carolina
$531K +$14.9K +299 +3%
Lido Advisors
655
Lido Advisors
California
$530K +$530K +10,655 New
TWC
656
TD Waterhouse Canada
Ontario, Canada
$524K -$17.9K -355 -3%
BC
657
Brookfield Corp
Ontario, Canada
$520K -$9.03M -181,704 -95%
BSA
658
Bull Street Advisors
Georgia
$514K -$1.74K -35 -0.3%
TTWM
659
TCV Trust & Wealth Management
Virginia
$509K -$34.5K -695 -6%
CAM
660
Carret Asset Management
New York
$501K
IAIM
661
International Assets Investment Management
Florida
$501K -$3.45K -218 -0.7%
MG
662
Mather Group
Illinois
$500K +$44.4K +894 +10%
BWAM
663
Boyd Watterson Asset Management
Ohio
$498K +$348 +7 +0.1%
VFA
664
Valeo Financial Advisors
Indiana
$497K -$110K -2,218 -18%
CG
665
Carmignac Gestion
France
$497K +$249K +5,000 +100%
CI
666
Cigna Investments
Connecticut
$497K
CIC
667
Canal Insurance Company
South Carolina
$497K
GFA
668
Gifford Fong Associates
California
$497K
SFA
669
Sequoia Financial Advisors
Ohio
$497K +$11.5K +231 +2%
QCM
670
Quantinno Capital Management
New York
$496K +$132K +2,655 +36%
JWCA
671
J.W. Cole Advisors
Florida
$495K -$125K -2,516 -20%
GIM
672
Groesbeck Investment Management
New Jersey
$494K -$123K -2,468 -20%
SOS
673
Silver Oak Securities
Tennessee
$494K +$494K +9,947 New
DA
674
Denali Advisors
California
$493K -$9.94K -200 -2%
AIP
675
Ameritas Investment Partners
Nebraska
$492K -$22.6K -455 -4%