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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 %
GL
726
Graypoint LLC
New York
$630K +$31.8K +504 +5%
VCA
727
Verdence Capital Advisors
Maryland
$628K -$31.6K -501 -5%
FC
728
Forte Capital
New York
$626K -$80.4K -1,275 -11%
FCCM
729
First City Capital Management
Georgia
$624K -$41K -650 -6%
CAM
730
Carret Asset Management
New York
$623K +$63 +1 +0%
RCA
731
Resonant Capital Advisors
Wisconsin
$622K +$7.47K +118 +1%
LCGC
732
Legacy Capital Group California
California
$617K -$3.85K -61 -0.6%
TC
733
TownSquare Capital
Utah
$614K -$697K -11,043 -53%
RWA
734
River Wealth Advisors
Pennsylvania
$613K -$29.6K -470 -5%
BWAM
735
Boyd Watterson Asset Management
Ohio
$606K – – –
PFS
736
Prospera Financial Services
Texas
$605K +$29.7K +470 +5%
WI
737
WBI Investments
New Jersey
$604K -$1.31M -20,841 -69%
FG
738
Fiduciary Group
Georgia
$604K +$631 +10 +0.1%
AO
739
Advisor OS
Illinois
$601K +$15.9K +252 +3%
CA
740
Cullinan Associates
Kentucky
$599K +$126 +2 +0%
CNAM
741
Campbell Newman Asset Management
Wisconsin
$599K – – –
LHC
742
Little House Capital
Massachusetts
$590K +$25.7K +407 +5%
GVAG
743
Great Valley Advisor Group
Delaware
$586K -$5.62K -89 -0.9%
CC
744
Courier Capital
New York
$582K -$22.1K -350 -4%
VWM
745
Venturi Wealth Management
Texas
$580K +$570K +9,036 +5,544%
PAS
746
Point72 Asia (Singapore)
Singapore
$577K +$577K +9,150 New
SIG
747
Sky Investment Group
Connecticut
$576K – – –
WSFS
748
Wilmington Savings Fund Society
Delaware
$575K -$180K -2,858 -24%
CCA
749
Checchi Capital Advisers
California
$575K +$13.9K +221 +2%
MPW
750
Monterey Private Wealth
California
$572K +$63 +1 +0%
28 29
30
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