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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
20.92%
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 %
SFCL
1101
Strengthening Families & Communities LLC
Massachusetts
$214K +$64.3K +1,020 +43%
WC
1102
Wynn Capital
Georgia
$214K +$214K +3,388 New
DTC
1103
Davidson Trust Company
Washington
$214K -$71K -1,126 -25%
CFP
1104
Catalyst Financial Partners
Massachusetts
$214K +$214K +3,387 New
PWM
1105
PBMares Wealth Management
Virginia
$213K +$213K +3,375 New
CFP
1106
Cascade Financial Partners
California
$210K +$210K +3,325 New
EA
1107
Everpar Advisors
Oklahoma
$209K +$209K +3,317 New
QPWM
1108
Quadrant Private Wealth Management
Pennsylvania
$209K +$209K +3,307 New
ST
1109
Smithfield Trust
Pennsylvania
$209K -$30.4K -484 -13%
EIA
1110
Edgemoor Investment Advisors
Maryland
$209K +$209K +3,308 New
JIC
1111
Joel Isaacson & Co
New York
$209K +$209K +3,306 New
FFWA
1112
FRG Family Wealth Advisors
Washington
$208K – – –
NFGCM
1113
Norman Fields Gottscho Capital Management
New York
$208K +$208K +3,265 New
AC
1114
Allstate Corporation
Illinois
$207K +$207K +3,280 New
OCPWS
1115
One Charles Private Wealth Services
Massachusetts
$207K +$207K +3,274 New
QC
1116
Quent Capital
New York
$206K +$9.08K +144 +5%
AA
1117
Addison Advisors
Vermont
$206K +$505 +8 +0.2%
GWM
1118
Greenwich Wealth Management
Connecticut
$206K +$206K +3,262 New
RWM
1119
Ritholtz Wealth Management
New York
$206K +$206K +3,265 New
ABC
1120
Associated Banc-Corp
Wisconsin
$205K +$205K +3,251 New
COCM
1121
Charter Oak Capital Management
New Hampshire
$205K +$205K +3,250 New
GFA
1122
Gallagher Fiduciary Advisors
Illinois
$205K +$205K +3,243 New
SA
1123
Strategic Advisors
New York
$204K -$15.3K -242 -7%
MGIA
1124
Matthew Goff Investment Advisor
Texas
$204K +$204K +3,240 New
CFG
1125
Cooper Financial Group
California
$204K +$204K +3,239 New
43 44
45
46 47