CARR icon

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 %
BSHC
1051
Breed's Hill Capital
Massachusetts
$242K – – –
CWC
1052
Carolinas Wealth Consulting
North Carolina
$242K +$142K +2,251 +141%
VA
1053
Valmark Advisers
Ohio
$242K +$242K +3,839 New
MWP
1054
Madison Wealth Partners
Wisconsin
$241K +$6.69K +106 +3%
NFC
1055
Northeast Financial Consultants
Connecticut
$240K – – –
WFAG
1056
Wescott Financial Advisory Group
Pennsylvania
$239K -$70.1K -1,112 -23%
TAM
1057
Todd Asset Management
Kentucky
$239K – – –
FAM
1058
Formidable Asset Management
Ohio
$238K -$5.17K -82 -2%
AWM
1059
Aries Wealth Management
Maine
$237K – – –
AUB
1060
Atlantic Union Bankshares
Virginia
$237K -$3.72K -59 -2%
LFS
1061
Leibman Financial Services
Nebraska
$237K – – –
CAM
1062
CPA Asset Management
Florida
$236K – – –
TFM
1063
TFC Financial Management
Massachusetts
$236K -$252 -4 -0.1%
PWA
1064
Prairie Wealth Advisors
Nebraska
$236K -$2.03K -32 -0.9%
FMTCOCP
1065
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$235K +$16K +253 +7%
SMA
1066
Sage Mountain Advisors
Georgia
$234K +$234K +3,717 New
GBT
1067
Grove Bank & Trust
Florida
$234K – – –
PPW
1068
Parcion Private Wealth
Washington
$234K +$757 +12 +0.3%
CCFCSB
1069
Cape Cod Five Cents Savings Bank
Massachusetts
$234K -$38.4K -609 -14%
MA
1070
MONECO Advisors
Connecticut
$234K +$12.6K +199 +6%
ACM
1071
Adalta Capital Management
New York
$233K +$233K +3,684 New
AIM
1072
Acropolis Investment Management
Missouri
$232K +$9.27K +147 +4%
BOPW
1073
Brandywine Oak Private Wealth
Pennsylvania
$232K – – –
KCM
1074
Kornitzer Capital Management
Kansas
$232K – – –
CT
1075
Chicago Trust
Illinois
$232K – – –
41 42
43
44 45