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Carrier Global

1,305 hedge funds and large institutions have $42.9B invested in Carrier Global in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 410 increasing their positions, 497 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+54
Holders Change %
+4.32%
% of All Funds
20.81%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
138
Increased
410
Reduced
497
Closed
69
Calls
$246M
Puts
$403M
Net Calls
-$157M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Shares
Change %
FSA
901
Franklin Street Advisors
North Carolina
$296K +$5.51K +100 +2%
PAI
902
Pittenger & Anderson Inc
Nebraska
$295K +$90.3K +1,635 +44%
CA
903
Claro Advisors
Massachusetts
$295K +$1.27K +23 +0.4%
SC
904
Syon Capital
California
$295K +$295K +5,338 New
IAN
905
Integrated Advisors Network
Texas
$294K -$2.54K -46 -0.9%
PFP
906
Pinnacle Financial Partners
Tennessee
$293K +$7.51K +136 +3%
CA
907
Cambridge Advisors
Nebraska
$293K
HT
908
Heritage Trust
Oklahoma
$292K -$8.83K -160 -3%
KCM
909
KRS Capital Management
Michigan
$291K +$291K +5,272 New
FFA
910
Founders Financial Alliance
North Carolina
$290K -$1.27K -23 -0.4%
CPIG
911
Chicago Partners Investment Group
Illinois
$290K -$51.8K -1,068 -15%
IWM
912
IHT Wealth Management
Illinois
$290K +$29.8K +540 +11%
EWM
913
Endowment Wealth Management
Wisconsin
$290K -$21K -381 -7%
WOC
914
West Oak Capital
California
$289K +$16.6K +300 +6%
MCA
915
MSH Capital Advisors
Arizona
$289K
NECFA
916
New England Capital Financial Advisors
Connecticut
$287K -$11.2K -203 -4%
ACP
917
Aveo Capital Partners
Colorado
$287K
CAM
918
Cidel Asset Management
Ontario, Canada
$286K +$286K +5,176 New
PCA
919
Peddock Capital Advisors
Massachusetts
$283K
PVI
920
Pine Valley Investments
New Jersey
$283K +$35.6K +644 +14%
LT
921
Legacy Trust
Michigan
$283K +$16.2K +294 +6%
CT
922
Chicago Trust
Illinois
$283K -$219K -3,965 -44%
VCM
923
Virtue Capital Management
Tennessee
$281K
TBC
924
Ted Buchan & Co
California
$280K
VIA
925
Virtus Investment Advisers
Connecticut
$279K