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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 %
FWTB
801
First Western Trust Bank
Colorado
$482K – – –
PG
802
Proffitt & Goodson
Tennessee
$480K +$7.19K +114 +2%
PFSC
803
Peoples Financial Services Corp
Pennsylvania
$479K – – –
CCT
804
Chemung Canal Trust
New York
$479K -$20.5K -325 -4%
HWA
805
HCR Wealth Advisors
California
$476K +$131K +2,076 +38%
FCI
806
Financial Counselors Inc
Kansas
$476K -$41.4K -656 -8%
IAA
807
Independent Advisor Alliance
North Carolina
$474K +$106K +1,682 +29%
NAM
808
NTV Asset Management
West Virginia
$474K -$8.14K -129 -2%
FTC
809
Farmers Trust Company
Ohio
$471K – – –
MA
810
MJP Associates
Connecticut
$470K +$26.1K +413 +6%
PSB
811
Piscataqua Savings Bank
New Hampshire
$469K -$1.01K -16 -0.2%
LA
812
LVW Advisors
New York
$467K +$3.09K +49 +0.7%
FIM
813
Fruth Investment Management
Texas
$465K – – –
MPIA
814
Mountain Pacific Investment Advisers
Idaho
$462K -$125K -1,977 -21%
AG
815
AlTi Global
New York
$462K -$28K -442 -6%
SPC
816
Spirepoint Private Client
Florida
$461K +$56.4K +894 +14%
PFGIA
817
Patriot Financial Group Insurance Agency
Massachusetts
$456K +$7.89K +125 +2%
AC
818
AlphaCore Capital
California
$454K -$2.4K -38 -0.5%
MIM
819
Marco Investment Management
Georgia
$451K +$4.73K +75 +1%
ACIM
820
Azimuth Capital Investment Management
Michigan
$451K -$6.31K -100 -1%
SCA
821
Stonebridge Capital Advisors
Minnesota
$450K -$63.7K -1,010 -12%
SC
822
SouthState Corp
Florida
$450K -$3.22K -51 -0.7%
DAS
823
Dynamic Advisor Solutions
Arizona
$449K -$34.1K -541 -7%
AIA
824
Alera Investment Advisors
Illinois
$446K +$446K +7,063 New
RB
825
Rodgers Brothers
Pennsylvania
$442K +$126 +2 +0%
31 32
33
34 35