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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 %
LAM
1126
L2 Asset Management
Massachusetts
$204K +$204K +3,231 New
SJIC
1127
St. James Investment Company
Texas
$203K +$203K +3,225 New
GWP
1128
Gateway Wealth Partners
Wisconsin
$203K +$203K +3,220 New
KWM
1129
Keebeck Wealth Management
Illinois
$203K +$203K +3,210 New
SGI
1130
Summit Global Investments
Utah
$203K +$203K +3,226 New
WPP
1131
Whalerock Point Partners
Rhode Island
$203K +$203K +3,214 New
CIG
1132
Cullen Investment Group
Louisiana
$202K +$202K +3,206 New
FFN
1133
Focus Financial Network
Minnesota
$202K +$202K +2,993 New
FFB
1134
First Financial Bankshares
Texas
$202K +$202K +3,200 New
BAAM
1135
Baker Avenue Asset Management
California
$202K +$202K +3,198 New
SB
1136
Strategic Blueprint
Georgia
$201K +$201K +3,191 New
GWCM
1137
Godshalk Welsh Capital Management
Pennsylvania
$200K +$200K +3,175 New
FCM
1138
Firsthand Capital Management
California
$196K +$157K +4,000 +400%
AEPWM
1139
Atlantic Edge Private Wealth Management
Florida
$194K – – –
CSC
1140
Caldwell Sutter Capital
California
$192K – – –
SN
1141
Sittner & Nelson
Oregon
$192K +$177K +2,800 +1,181%
HIA
1142
Harbor Investment Advisory
Maryland
$190K +$6.06K +96 +3%
BONH
1143
Bank of New Hampshire
New Hampshire
$187K – – –
RAM
1144
Riggs Asset Management
Pennsylvania
$184K -$93.3K -1,479 -34%
DMBA
1145
Deseret Mutual Benefit Administrators
Utah
$181K – – –
AWM
1146
AllSquare Wealth Management
New York
$181K – – –
GWM
1147
Geneos Wealth Management
Colorado
$173K +$3.15K +50 +2%
ACA
1148
Atlas Capital Advisors
Wyoming
$172K +$170K +2,700 +9,643%
CCMW
1149
Cypress Capital Management (Wyoming)
Wyoming
$171K -$6.31K -100 -4%
LCM
1150
Logan Capital Management
Pennsylvania
$171K – – –
44 45
46
47 48