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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 %
WIC
876
Woodmont Investment Counsel
Tennessee
$382K – – –
HWMO
877
Heritage Wealth Management (Ohio)
Ohio
$382K +$382K +6,034 New
CPIG
878
Chicago Partners Investment Group
Illinois
$381K -$10.6K -157 -3%
CPA
879
Court Place Advisors
Maryland
$380K +$3.03K +48 +0.8%
SAM
880
S.A. Mason
Michigan
$380K +$63 +1 +0%
FNT
881
First National Trust
Pennsylvania
$380K -$19K -301 -5%
SFM
882
Systematic Financial Management
New Jersey
$378K – – –
SLT
883
St Louis Trust
Missouri
$378K – – –
BL
884
Bleichroeder LP
New York
$378K – – –
PWS
885
Precision Wealth Strategies
Missouri
$378K -$14.6K -232 -4%
KCM
886
KRS Capital Management
Michigan
$377K +$6.56K +104 +2%
DAS
887
Diversify Advisory Services
Utah
$375K -$40K -642 -10%
CCA
888
Cobblestone Capital Advisors
New York
$372K – – –
CAM
889
Covenant Asset Management
New Jersey
$372K – – –
MWM
890
Meridian Wealth Management
Kentucky
$372K +$372K +5,893 New
LIP
891
Lighthouse Investment Partners
Florida
$372K +$372K +5,892 New
USCWA
892
U.S. Capital Wealth Advisors
Texas
$371K +$6.69K +106 +2%
BCM
893
Brookstone Capital Management
Illinois
$371K -$13.3K -197 -3%
MIM
894
Miller Investment Management
Pennsylvania
$368K – – –
FDS
895
Freedom Day Solutions
Texas
$368K – – –
FFS
896
Founders Financial Securities
Maryland
$368K +$17.6K +279 +5%
B
897
Bailard
California
$367K -$34.7K -550 -9%
MA
898
Mutual Advisors
Nebraska
$367K +$2.5K +37 +0.7%
GSIAS
899
Garden State Investment Advisory Services
New Jersey
$366K -$8.41K -133 -2%
BJL
900
Brighton Jones LLC
Washington
$365K +$34.3K +544 +10%
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36
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