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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 %
EWA
926
EverSource Wealth Advisors
Alabama
$340K +$36.3K +533 +12%
IA
927
IFG Advisory
Georgia
$339K +$339K +5,377 New
AF
928
Arrow Financial
New York
$339K -$2.21K -35 -0.6%
CPBTD
929
Central Pacific Bank - Trust Division
Hawaii
$339K – – –
HIP
930
HUB Investment Partners
Texas
$339K +$34.4K +546 +11%
LI
931
LMCG Investments
Massachusetts
$338K -$442 -7 -0.1%
HT
932
Heritage Trust
Oklahoma
$338K -$5.3K -84 -2%
SP
933
Symmetry Partners
Connecticut
$337K -$127K -2,017 -27%
TPWM
934
Twelve Points Wealth Management
Massachusetts
$337K -$2.46K -39 -0.7%
NB
935
Northwest Bancshares
Pennsylvania
$336K -$946 -15 -0.3%
PWMAG
936
Pinnacle Wealth Management Advisory Group
New Jersey
$336K +$14.2K +225 +4%
KOMWMG
937
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$336K – – –
FPAS
938
Focus Partners Advisor Solutions
Missouri
$335K +$69.8K +1,107 +26%
IIC
939
Ironwood Investment Counsel
Arizona
$335K +$98.6K +1,563 +42%
TC
940
TradeLink Capital
Illinois
$334K +$334K +5,300 New
WBCM
941
Wilson & Boucher Capital Management
California
$333K +$333K +5,282 New
AIA
942
Affinity Investment Advisors
California
$333K +$115K +1,830 +53%
RA
943
RFG Advisory
Alabama
$333K -$31.9K -506 -9%
PFP
944
Pinnacle Financial Partners
Tennessee
$332K -$33.8K -541 -9%
CA
945
Cambridge Advisors
Nebraska
$331K -$3.15K -50 -0.9%
FCMC
946
Founders Capital Management (Connecticut)
Connecticut
$331K +$11K +175 +3%
PVI
947
Pine Valley Investments
New Jersey
$331K +$189 +3 +0.1%
CI
948
Conning Inc
Connecticut
$330K +$29.6K +470 +10%
Wellington Management Group
949
Wellington Management Group
Massachusetts
$330K -$185K -2,937 -36%
NECFA
950
New England Capital Financial Advisors
Connecticut
$330K +$568 +9 +0.2%
36 37
38
39 40