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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 %
CAG
701
Csenge Advisory Group
Florida
$426K -$39.4K -861 -8%
TAM
702
Tucker Asset Management
Colorado
$422K
MG
703
Mather Group
Illinois
$419K +$20.6K +450 +5%
CI Investments Inc
704
CI Investments Inc
Ontario, Canada
$417K -$16.3K -357 -4%
AWE
705
Avidian Wealth Enterprises
Texas
$417K +$41.7K +911 +11%
BFS
706
Bard Financial Services
Connecticut
$417K
WANY
707
Wealthspire Advisors (New York)
New York
$416K -$254K -5,552 -38%
SIG
708
Sky Investment Group
Connecticut
$416K -$5.03K -110 -1%
FLPIM
709
F.L. Putnam Investment Management
Massachusetts
$416K +$27.1K +592 +7%
WPW
710
Waldron Private Wealth
Pennsylvania
$416K +$108K +2,367 +35%
EWA
711
Exencial Wealth Advisors
Oklahoma
$415K -$229 -5 -0.1%
BMO
712
Beck Mack & Oliver
New York
$413K
FHA
713
Flagship Harbor Advisors
Massachusetts
$408K -$19.9K -435 -5%
PA
714
Profund Advisors
Maryland
$408K -$18K -394 -4%
SS
715
Sunbelt Securities
Texas
$406K +$44.6K +990 +12%
FA
716
FDx Advisors
Illinois
$403K
CCB
717
Country Club Bank
Missouri
$402K -$7.62K -169 -2%
DWT
718
Dorsey & Whitney Trust
South Dakota
$402K +$6.54K +143 +2%
PTC
719
Private Trust Company
Ohio
$401K -$6.95K -152 -2%
DAC
720
Dividend Assets Capital
South Carolina
$401K
OAM
721
Oppenheimer Asset Management
New York
$397K -$6.41K -140 -2%
CCA
722
Checchi Capital Advisers
California
$396K +$1.92K +42 +0.5%
EHC
723
Everett Harris & Co
California
$396K -$16.7K -366 -4%
CTA
724
Colonial Trust Advisors
South Carolina
$396K
OAM
725
Ostrum Asset Management
France
$394K +$394K +8,606 New