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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 %
SIM
1076
Sentry Investment Management
Wisconsin
$231K -$47.3K -749 -17%
MFA
1077
Mayflower Financial Advisors
Massachusetts
$230K -$11.2K -177 -5%
NAMP
1078
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$229K -$11K -175 -5%
ET
1079
Equitable Trust
Tennessee
$229K – – –
HR
1080
Howe & Rusling
New York
$227K +$227K +3,602 New
MLL
1081
Moody Lynn & Lieberson
Massachusetts
$227K – – –
LA
1082
Legacy Advisors
Pennsylvania
$227K +$227K +3,598 New
PFBT
1083
Parkside Financial Bank & Trust
Missouri
$226K +$6.31K +100 +3%
TYCC
1084
Texas Yale Capital Corp
Florida
$225K – – –
TPI
1085
Trust Point Inc
Wisconsin
$225K -$31.9K -505 -12%
GGI
1086
Godsey & Gibb Inc
Virginia
$223K +$223K +3,541 New
EL
1087
EWA LLC
Pennsylvania
$222K +$4.17K +61 +2%
GRP
1088
Global Retirement Partners
California
$220K -$42.8K -678 -16%
P
1089
&Partners
Tennessee
$219K +$219K +3,477 New
WFAG
1090
Worth Financial Advisory Group
North Carolina
$219K +$219K +3,466 New
FTIS
1091
First Trust Investment Solutions
Florida
$218K +$218K +3,462 New
SSB
1092
Sandy Spring Bank
Maryland
$218K -$17.3K -274 -7%
SWMP
1093
Signature Wealth Management Partners
New Jersey
$218K – – –
SIA
1094
Schechter Investment Advisors
Michigan
$218K +$218K +3,450 New
MAWA
1095
Moss Adams Wealth Advisors
Washington
$217K +$217K +3,430 New
HWAM
1096
Hennion & Walsh Asset Management
New Jersey
$217K -$2.9K -46 -1%
HIG
1097
Heritage Investment Group
Florida
$216K +$216K +3,427 New
IP
1098
Ignite Planners
California
$215K +$215K +3,392 New
BBI
1099
Baxter Bros Inc
Connecticut
$214K +$214K +3,398 New
AAS
1100
Ameritas Advisory Services
Nebraska
$214K -$7.82K -124 -4%
42 43
44
45 46