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Carrier Global

1,540 hedge funds and large institutions have $50B invested in Carrier Global in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 516 increasing their positions, 538 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
20.5%
Holding in Top 10
9
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-52.63%
% of All Funds
0.12%
New
178
Increased
516
Reduced
538
Closed
150
Calls
$404M
Puts
$532M
Net Calls
-$127M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Shares
Change %
OCPWS
1151
One Charles Private Wealth Services
Massachusetts
$230K +$2.73K +40 +1%
HWAM
1152
Hennion & Walsh Asset Management
New Jersey
$229K +$341 +5 +0.1%
CWG
1153
Cornerstone Wealth Group
North Carolina
$229K -$58.6K -858 -20%
NCFG
1154
New Century Financial Group
New Jersey
$229K +$229K +3,304 New
PWM
1155
Pines Wealth Management
North Carolina
$227K +$227K +3,418 New
ST
1156
Smithfield Trust
Pennsylvania
$227K
QPWM
1157
Quadrant Private Wealth Management
Pennsylvania
$227K -$2.12K -31 -0.9%
PWP
1158
Phillips Wealth Planners
Mississippi
$227K -$865 -13 -0.4%
OC
1159
Optima Capital
Oregon
$225K +$225K +3,290 New
QC
1160
Quent Capital
New York
$225K +$4.51K +66 +2%
MA
1161
MONECO Advisors
Connecticut
$225K -$53.6K -785 -19%
CFP
1162
Cascade Financial Partners
California
$225K +$13.7K +200 +6%
LAM
1163
L2 Asset Management
Massachusetts
$223K -$5.26K -77 -2%
AA
1164
Addison Advisors
Vermont
$223K
FFWA
1165
FRG Family Wealth Advisors
Washington
$222K
SQA
1166
Simon Quick Advisors
New Jersey
$221K +$11.4K +167 +5%
CW
1167
Code Waechter
Florida
$220K +$220K +3,219 New
WPP
1168
Whalerock Point Partners
Rhode Island
$219K
CIG
1169
Cullen Investment Group
Louisiana
$219K +$68 +1 +0%
SAI
1170
Savvy Advisors Inc
New York
$219K +$219K +3,205 New
BC
1171
Barnett & Company
Tennessee
$218K -$8.26K -121 -4%
FFB
1172
First Financial Bankshares
Texas
$218K
SGI
1173
Summit Global Investments
Utah
$218K -$2.32K -34 -1%
LWM
1174
Liberty Wealth Management
California
$218K +$341 +5 +0.2%
SN
1175
Sittner & Nelson
Oregon
$218K