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Carrier Global

1,211 hedge funds and large institutions have $29.6B invested in Carrier Global in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 389 increasing their positions, 440 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,211
Holders Change
+64
Holders Change %
+5.58%
% of All Funds
19.54%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
150
Increased
389
Reduced
440
Closed
62
Calls
$80.5M
Puts
$60.3M
Net Calls
+$20.3M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
926
Evergreen Capital Management
Washington
$200K +$200K +4,840 New
CHA
927
Carmichael Hill & Associates
Maryland
$198K -$6.39K -155 -3%
Jones Financial Companies
928
Jones Financial Companies
Missouri
$193K -$19.1K -464 -9%
CCMW
929
Cypress Capital Management (Wyoming)
Wyoming
$188K
OIA
930
Optimum Investment Advisors
Illinois
$188K
SVCP
931
Silicon Valley Capital Partners
California
$187K +$187K +4,545 New
CT
932
Clearstead Trust
Maine
$183K -$3.72K -90 -2%
CT
933
Colonial Trust
South Carolina
$182K -$57.8K -1,400 -24%
CF
934
Centaurus Financial
California
$177K -$20K -484 -10%
GWS
935
Glassman Wealth Services
Virginia
$175K -$4.7K -114 -3%
USCWA
936
U.S. Capital Wealth Advisors
Texas
$173K +$173K +4,202 New
NSIM
937
North Star Investment Management
Illinois
$172K +$1.4K +34 +0.8%
BTI
938
Blue Trust Inc
Georgia
$172K +$80.4K +2,269 +88%
TFM
939
TFC Financial Management
Massachusetts
$171K +$578 +14 +0.3%
MCM
940
Manchester Capital Management
Vermont
$169K +$1.03K +25 +0.6%
AIM
941
Acropolis Investment Management
Missouri
$169K -$16.1K -390 -9%
WOC
942
West Oak Capital
California
$168K -$29.3K -710 -15%
HIA
943
Harbor Investment Advisory
Maryland
$161K -$124 -3 -0.1%
FCFS
944
First Command Financial Services
Texas
$161K -$36.8K -893 -19%
FCB
945
First Command Bank
Texas
$161K -$36.8K -893 -19%
GBT
946
Grove Bank & Trust
Florida
$159K +$159K +3,859 New
PAI
947
Pittenger & Anderson Inc
Nebraska
$158K -$4.21K -102 -3%
ST
948
Smithfield Trust
Pennsylvania
$157K -$2.37K -58 -1%
HI
949
Harbour Investments
Wisconsin
$151K -$19.8K -479 -12%
FMTCOCP
950
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146K -$2.89K -70 -2%