CARR icon

Carrier Global

1,403 hedge funds and large institutions have $43.9B invested in Carrier Global in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 453 increasing their positions, 540 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+16
Holders Change %
+1.15%
% of All Funds
20.34%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
128
Increased
453
Reduced
540
Closed
96
Calls
$294M
Puts
$140M
Net Calls
+$154M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
1076
Atomi Financial Group
New York
$216K +$216K +3,714 New
MWP
1077
Madison Wealth Partners
Wisconsin
$215K
PPW
1078
Parcion Private Wealth
Washington
$215K
BOPW
1079
Brandywine Oak Private Wealth
Pennsylvania
$214K
KCM
1080
Kornitzer Capital Management
Kansas
$213K -$1.28K -22 -0.6%
CT
1081
Chicago Trust
Illinois
$213K +$2.85K +49 +1%
IWM
1082
IHT Wealth Management
Illinois
$212K -$30.9K -531 -13%
ET
1083
Equitable Trust
Tennessee
$211K
EL
1084
EWA LLC
Pennsylvania
$209K +$209K +3,196 New
MLL
1085
Moody Lynn & Lieberson
Massachusetts
$209K
RWM
1086
Revisor Wealth Management
Ohio
$209K +$209K +3,616 New
AAS
1087
Ameritas Advisory Services
Nebraska
$208K +$208K +3,522 New
SEIA
1088
Signature Estate & Investment Advisors
California
$208K +$208K +3,572 New
TYCC
1089
Texas Yale Capital Corp
Florida
$207K
FOA
1090
Five Oceans Advisors
California
$206K +$233 +4 +0.1%
AIM
1091
Acropolis Investment Management
Missouri
$205K -$22.7K -390 -10%
RCM
1092
Radnor Capital Management
Pennsylvania
$205K -$64K -1,100 -24%
IWN
1093
Independent Wealth Network
Iowa
$204K -$23.1K -398 -10%
MA
1094
MONECO Advisors
Connecticut
$204K +$204K +3,508 New
EFG
1095
Embree Financial Group
Illinois
$203K +$174 +3 +0.1%
EP
1096
Eudaimonia Partners
Tennessee
$203K
PFBT
1097
Parkside Financial Bank & Trust
Missouri
$203K +$13.8K +238 +7%
TCA
1098
Transcend Capital Advisors
New Jersey
$203K -$15.3K -263 -7%
SA
1099
Strategic Advisors
New York
$202K -$41.6K -716 -17%
HWAM
1100
Hennion & Walsh Asset Management
New Jersey
$202K -$6.22K -107 -3%