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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 %
LFAS
1001
Level Four Advisory Services
Texas
$283K -$35.8K -568 -11%
ATC
1002
Adirondack Trust Company
New York
$282K – – –
CCA
1003
Childress Capital Advisors
Texas
$281K -$189 -3 -0.1%
OPCM
1004
Osborne Partners Capital Management
California
$281K -$22.1K -351 -7%
CFGS
1005
Concourse Financial Group Securities
Alabama
$281K +$443 +7 +0.2%
FAFN
1006
First Affirmative Financial Network
Colorado
$279K +$6.44K +102 +2%
LB
1007
Legacy Bridge
Iowa
$275K – – –
GD
1008
Grandfield & Dodd
New York
$275K – – –
SSWM
1009
Sheets Smith Wealth Management
North Carolina
$274K +$63 +1 +0%
CCG
1010
Catalina Capital Group
California
$273K -$505 -8 -0.2%
RCAG
1011
Rehmann Capital Advisory Group
Michigan
$273K -$4.54K -72 -2%
WIC
1012
Wilkins Investment Counsel
Massachusetts
$273K – – –
WANY
1013
Wealthspire Advisors (New York)
New York
$272K -$274K -4,346 -50%
AWM
1014
Aberdeen Wealth Management
Illinois
$271K -$6.31K -100 -2%
Federated Hermes
1015
Federated Hermes
Pennsylvania
$271K -$9.02K -143 -3%
PFA
1016
Pure Financial Advisors
California
$271K +$4.04K +64 +2%
TA
1017
Townsend & Associates
Colorado
$270K +$1.87K +28 +0.7%
NFA
1018
Northwest Financial Advisors
Virginia
$269K +$757 +12 +0.3%
TFS
1019
Thoroughbred Financial Services
Tennessee
$267K +$267K +4,242 New
UFA
1020
US Financial Advisors
Massachusetts
$267K – – –
MF
1021
Montis Financial
Massachusetts
$267K -$11K -175 -4%
PWPS
1022
Pinnacle Wealth Planning Services
Ohio
$266K – – –
PBC
1023
Pavion Blue Capital
California
$266K – – –
MPWT
1024
MassMutual Private Wealth & Trust
Connecticut
$265K +$68K +1,078 +35%
HCM
1025
Hall Capital Management
Rhode Island
$265K – – –
39 40
41
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