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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 %
FM
676
Foster & Motley
Ohio
$747K -$49.5K -784 -6%
LC
677
Lindbrook Capital
California
$745K +$14.9K +236 +2%
VIP
678
Vista Investment Partners
Oklahoma
$744K +$744K +11,798 New
FCH
679
Freestone Capital Holdings
Washington
$744K +$15.3K +242 +2%
TG
680
TCW Group
California
$742K +$13.8K +219 +2%
AIM
681
Aigen Investment Management
New York
$730K +$404K +6,401 +124%
AC
682
Avestar Capital
New York
$726K +$33.4K +529 +5%
CWP
683
Core Wealth Partners
California
$724K -$62.9K -997 -8%
VT
684
Vise Technologies
New York
$717K -$23K -365 -3%
ACM
685
Allred Capital Management
Texas
$714K -$5.43K -86 -0.8%
JWBC
686
J.W. Burns & Co
New York
$709K – – –
GI
687
GAMMA Investing
California
$707K +$80.1K +1,270 +13%
LNB
688
Ledyard National Bank
$702K +$505 +8 +0.1%
EAM
689
Eagle Asset Management
Florida
$701K +$103K +1,659 +17%
GC
690
Grimes & Company
Massachusetts
$700K -$4.48K -71 -0.6%
DA
691
Dover Advisors
Virginia
$695K – – –
DBIA
692
Dumont & Blake Investment Advisors
New Jersey
$695K +$349K +5,531 +101%
SB
693
Simmons Bank
Arkansas
$693K +$5.99K +95 +0.9%
BB
694
Busey Bank
Illinois
$692K +$26.5K +420 +4%
SJL
695
Shayne & Jacobs LLC
Tennessee
$680K – – –
JAFL
696
Jay A. Fishman Ltd
Michigan
$678K – – –
FNFDCM
697
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$677K – – –
JCM
698
Jacobi Capital Management
Pennsylvania
$677K +$2.27K +36 +0.3%
CWM
699
Compass Wealth Management
Connecticut
$672K – – –
CWA
700
Clarus Wealth Advisors
Arizona
$670K -$21.9K -344 -3%
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