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Carrier Global

1,305 hedge funds and large institutions have $42.9B invested in Carrier Global in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 410 increasing their positions, 497 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+54
Holders Change %
+4.32%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
138
Increased
410
Reduced
497
Closed
69
Calls
$246M
Puts
$403M
Net Calls
-$157M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
651
Grimes & Company
Massachusetts
$589K -$718 -13 -0.1%
FNFDCM
652
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$588K -$20.1K -364 -3%
TTWM
653
TCV Trust & Wealth Management
Virginia
$585K +$20K +363 +4%
VFA
654
Valeo Financial Advisors
Indiana
$584K +$32.2K +584 +6%
DT
655
Diversified Trust
Tennessee
$584K +$41.4K +750 +8%
CAG
656
Crestwood Advisors Group
Massachusetts
$582K -$85.1K -1,541 -13%
IAIM
657
International Assets Investment Management
Florida
$579K +$8.46K +470 +1%
AC
658
Avestar Capital
New York
$578K -$66.9K -1,212 -10%
BTW
659
Boston Trust Walden
Massachusetts
$576K -$27.6K -500 -5%
VCA
660
Verdence Capital Advisors
Maryland
$574K +$31.4K +569 +6%
BSA
661
Bull Street Advisors
Georgia
$571K
SOS
662
Silver Oak Securities
Tennessee
$567K +$18K +326 +3%
TW
663
Transform Wealth
Colorado
$567K -$160K -2,892 -22%
CAM
664
Carret Asset Management
New York
$557K
EWA
665
EP Wealth Advisors
California
$553K +$134K +2,429 +32%
CIC
666
Canal Insurance Company
South Carolina
$552K
GFA
667
Gifford Fong Associates
California
$552K
JWCA
668
J.W. Cole Advisors
Florida
$550K +$276 +5 +0.1%
CA
669
Cullinan Associates
Kentucky
$550K -$1.2M -21,700 -69%
AFG
670
Alterity Financial Group
Maine
$550K +$45K +815 +9%
BWAM
671
Boyd Watterson Asset Management
Ohio
$548K -$4.64K -84 -0.8%
PWA
672
Provenance Wealth Advisors
Florida
$548K +$548K +9,924 New
AIP
673
Ameritas Investment Partners
Nebraska
$547K
AWA
674
Arkadios Wealth Advisors
Georgia
$531K +$90.7K +1,643 +21%
CI Investments Inc
675
CI Investments Inc
Ontario, Canada
$530K +$15.9K +288 +3%