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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 %
SFG
1026
Sovereign Financial Group
Connecticut
$264K -$2.33K -37 -0.9%
RCM
1027
Radnor Capital Management
Pennsylvania
$264K +$42.2K +670 +19%
EH
1028
Equitable Holdings
New York
$261K +$11.8K +187 +5%
FB
1029
Fulton Bank
Pennsylvania
$260K -$46.9K -743 -15%
KLCM
1030
KG&L Capital Management
Louisiana
$259K -$6.19K -100 -2%
CWG
1031
Cornerstone Wealth Group
North Carolina
$259K +$259K +4,104 New
CCWM
1032
Cassaday & Co Wealth Management
Virginia
$256K -$9.08K -144 -3%
FFC
1033
First Financial Corp
Indiana
$256K -$7.89K -125 -3%
TW
1034
Transform Wealth
Colorado
$253K -$886 -14 -0.3%
WC
1035
Whitney & Co
New York
$253K – – –
RRA
1036
Round Rock Advisors
Connecticut
$253K – – –
JEST
1037
JTC Employer Solutions Trustee
Jersey
$253K +$251 +4 +0.1%
IIM
1038
InTrack Investment Management
Vermont
$253K – – –
RWP
1039
RWA Wealth Partners
Massachusetts
$252K – – –
EI
1040
Ellevest Inc
New York
$252K +$7.07K +112 +3%
AWA
1041
Aaron Wealth Advisors
Illinois
$252K +$252K +3,998 New
PPWP
1042
Premier Path Wealth Partners
New Jersey
$252K +$13.9K +220 +6%
IBOK
1043
Independence Bank of Kentucky
Kentucky
$251K +$177K +2,800 +237%
DOA
1044
D'Orazio & Associates
Virginia
$251K -$4.54K -72 -2%
HBW
1045
Hazlett, Burt & Watson
West Virginia
$249K +$106K +1,687 +74%
FBT
1046
First Bank & Trust
South Dakota
$249K +$13.1K +207 +6%
MCM
1047
Marathon Capital Management
Maryland
$247K +$9.84K +156 +4%
MPI
1048
Mairs & Power Inc
Minnesota
$244K -$13.1K -208 -5%
AWM
1049
Angeles Wealth Management
California
$243K +$1.33K +21 +0.5%
SSA
1050
Schonfeld Strategic Advisors
New York
$243K +$243K +3,846 New
40 41
42
43 44