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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 %
ICP
951
Interchange Capital Partners
Pennsylvania
$330K +$330K +5,229 New
WEG
952
World Equity Group
Illinois
$326K +$31.6K +501 +11%
PCA
953
Peddock Capital Advisors
Massachusetts
$326K -$21.3K -337 -6%
EWM
954
Endowment Wealth Management
Wisconsin
$326K +$126 +2 +0%
IAN
955
Integrated Advisors Network
Texas
$324K -$2.4K -38 -0.7%
AFWM
956
AMJ Financial Wealth Management
Virginia
$323K +$323K +5,127 New
AFA
957
AA Financial Advisors
Ohio
$320K +$15.6K +247 +5%
TBC
958
Ted Buchan & Co
California
$320K – – –
CGL
959
Clarius Group LLC
Washington
$319K -$18.7K -297 -6%
LIM
960
Leavell Investment Management
Alabama
$318K – – –
PA
961
Procyon Advisors
Connecticut
$318K +$694 +11 +0.2%
CWM
962
Congress Wealth Management
Massachusetts
$317K +$39.4K +624 +14%
HFP
963
Holistic Financial Partners
Indiana
$317K +$820 +13 +0.3%
FP
964
Financial Perspectives
Minnesota
$315K +$24.9K +395 +9%
WWM
965
Western Wealth Management
Colorado
$315K +$2.9K +46 +0.9%
SFP
966
Sterling Financial Planning
New Jersey
$315K – – –
LGF
967
LGT Group Foundation
Liechtenstein
$315K – – –
NIM
968
Northeast Investment Management
Massachusetts
$315K – – –
OAM
969
Ostrum Asset Management
France
$315K -$24.5K -388 -7%
WG
970
Winton Group
United Kingdom
$314K +$314K +4,980 New
MPPW
971
Mitchell & Pahl Private Wealth
Oklahoma
$312K -$189 -3 -0.1%
CCT
972
Capital City Trust
Florida
$309K -$17.3K -274 -5%
WOC
973
West Oak Capital
California
$308K -$25.2K -400 -8%
SWA
974
Stratos Wealth Advisors
Ohio
$307K -$33.9K -537 -10%
CHA
975
Carmichael Hill & Associates
Maryland
$307K +$62.8K +996 +26%
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39
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