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Carrier Global

1,403 hedge funds and large institutions have $43.9B invested in Carrier Global in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 453 increasing their positions, 540 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+16
Holders Change %
+1.15%
% of All Funds
20.34%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
128
Increased
453
Reduced
540
Closed
96
Calls
$294M
Puts
$140M
Net Calls
+$154M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Shares
Change %
B
851
Bailard
California
$370K +$407 +7 +0.1%
IFAM
852
Institutional & Family Asset Management
Colorado
$370K
BAM
853
Berkshire Asset Management
Pennsylvania
$369K -$6.58K -113 -2%
Members Trust
854
Members Trust
Florida
$368K
FNT
855
First National Trust
Pennsylvania
$368K -$7.56K -130 -2%
MMPW
856
Mitchell McLeod Pugh & Williams
Alabama
$367K -$5.12K -88 -1%
SWM
857
Spire Wealth Management
Virginia
$366K +$6.34K +109 +2%
TIA
858
Tiemann Investment Advisors
California
$366K
FWA
859
FSM Wealth Advisors
Ohio
$366K +$7.15K +123 +2%
AIM
860
Avity Investment Management
Connecticut
$364K
RIL
861
Rothschild Investment LLC
Illinois
$363K +$2.62K +45 +0.7%
PWS
862
Precision Wealth Strategies
Missouri
$361K -$1.4K -24 -0.4%
LCM
863
LCM Capital Management
Illinois
$361K -$407 -7 -0.1%
CHAM
864
Clear Harbor Asset Management
Connecticut
$360K
CWM
865
Cornerstone Wealth Management
Missouri
$360K -$39.4K -678 -10%
MIM
866
Morningstar Investment Management
Illinois
$360K
JMFC
867
J.M. Forbes & Co
Massachusetts
$359K -$11.9K -205 -3%
IFWM
868
Institute for Wealth Management
Colorado
$358K -$26.2K -450 -7%
BSW
869
Buckingham Strategic Wealth
Missouri
$358K +$40.6K +699 +13%
CFAM
870
Center For Asset Management
Florida
$357K
FIA
871
Foundations Investment Advisors
Arizona
$356K -$43.2K -744 -11%
NGA
872
Naples Global Advisors
Florida
$355K +$18.9K +325 +6%
WIC
873
Woodmont Investment Counsel
Tennessee
$352K +$6.51K +112 +2%
SAM
874
S.A. Mason
Michigan
$351K +$58 +1 +0%
WorldQuant Millennium Advisors
875
WorldQuant Millennium Advisors
New York
$350K +$350K +6,026 New