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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 %
AWA
776
Arete Wealth Advisors
Illinois
$347K -$411 -9 -0.1%
PG
777
Proffitt & Goodson
Tennessee
$347K -$2.11K -46 -0.6%
BB
778
Berkshire Bank
Massachusetts
$346K
SWA
779
Strata Wealth Advisors
Texas
$345K +$1.42K +31 +0.4%
IFWM
780
Institute for Wealth Management
Colorado
$345K -$1.46K -32 -0.4%
FFM
781
Forum Financial Management
Illinois
$343K +$92 +2 +0%
RCA
782
Resonant Capital Advisors
Wisconsin
$342K -$1.33K -29 -0.4%
FIM
783
Fruth Investment Management
Texas
$342K
TPCW
784
TD Private Client Wealth
New York
$341K +$216K +4,723 +173%
CPA
785
Court Place Advisors
Maryland
$339K -$2.11K -46 -0.6%
GW
786
GW & Wade
Massachusetts
$339K -$38.9K -851 -10%
PCP
787
Proficio Capital Partners
Massachusetts
$339K +$11K +240 +3%
MIC
788
Meridian Investment Counsel
California
$338K -$9.7K -212 -3%
JAG
789
Journey Advisory Group
Kentucky
$337K -$128K -2,805 -28%
AIM
790
Avity Investment Management
Connecticut
$337K
ACIM
791
Azimuth Capital Investment Management
Michigan
$337K -$17.1K -374 -5%
AP
792
Atwood & Palmer
Missouri
$336K
QCM
793
Quantinno Capital Management
New York
$335K +$71K +1,552 +27%
SWM
794
SeaCrest Wealth Management
New York
$335K +$16.2K +355 +5%
NP
795
NorthRock Partners
Minnesota
$333K +$44.1K +965 +15%
FHA
796
First Horizon Advisors
Tennessee
$333K -$274 -6 -0.1%
DWP
797
Daymark Wealth Partners
Ohio
$332K +$4.3K +94 +1%
EFSCE
798
Enterprise Financial Services Corp (EFSC)
Missouri
$331K +$274 +6 +0.1%
BL
799
Balentine LLC
Georgia
$331K +$51.7K +1,130 +18%
TH
800
TCTC Holdings
Texas
$330K