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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 %
WAM
651
Werlinich Asset Management
Connecticut
$797K – – –
TBA
652
Tower Bridge Advisors
Pennsylvania
$796K -$11K -175 -1%
MIC
653
Means Investment Company
Maine
$794K -$15K -237 -2%
IP
654
Intellectus Partners
California
$793K +$759 +12 +0.1%
CI
655
CX Institutional
Indiana
$793K +$264K +4,185 +50%
EHC
656
Everett Harris & Co
California
$791K – – –
SC
657
Scotia Capital
Ontario, Canada
$778K -$69.2K -1,097 -8%
MM
658
Meridian Management
Arkansas
$777K -$2.52K -40 -0.3%
CI Investments Inc
659
CI Investments Inc
Ontario, Canada
$776K -$19.1K -302 -2%
SPC
660
Sigma Planning Corp
Michigan
$768K -$411K -6,514 -35%
QCG
661
Quadrant Capital Group
Ohio
$768K -$9.21K -146 -1%
ISL
662
Ingalls & Snyder LLC
New York
$767K -$5.99K -95 -0.8%
RC
663
Roundview Capital
New Jersey
$767K +$767K +12,156 New
Nomura Holdings
664
Nomura Holdings
Japan
$765K -$3.02M -47,815 -80%
SIA
665
Soltis Investment Advisors
Utah
$764K +$19.1K +303 +3%
GA
666
Geller Advisors
New York
$763K -$380 -6 -0%
SFFS
667
Stonehage Fleming Financial Services
Jersey
$762K -$324K -5,132 -30%
VFA
668
Valeo Financial Advisors
Indiana
$761K -$28K -444 -4%
Handelsbanken Fonder
669
Handelsbanken Fonder
Sweden
$761K -$33.4M -529,185 -98%
AWA
670
Arkadios Wealth Advisors
Georgia
$759K +$94.5K +1,498 +14%
MGIA
671
Moneta Group Investment Advisors
Missouri
$756K +$74.6K +1,183 +11%
CAM
672
Cidel Asset Management
Ontario, Canada
$754K +$144K +2,277 +24%
PWW
673
Pettyjohn Wood & White
Virginia
$753K +$4.92K +78 +0.7%
CAM
674
Columbia Asset Management
Michigan
$751K -$6.44K -102 -0.8%
NC
675
nVerses Capital
Florida
$751K +$549K +8,700 +272%
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