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Carrier Global

1,239 hedge funds and large institutions have $35.6B invested in Carrier Global in 2021 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 455 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,239
Holders Change
+27
Holders Change %
+2.23%
% of All Funds
21.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
126
Increased
428
Reduced
455
Closed
88
Calls
$140M
Puts
$136M
Net Calls
+$3.8M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
1176
Professional Financial Advisors
Nebraska
$11K +$11K +217 New
FPB
1177
First PREMIER Bank
South Dakota
$10K -$7K -140 -41%
PWA
1178
Phoenix Wealth Advisors
North Carolina
$10K
EIM
1179
Essex Investment Management
Massachusetts
$10K
RA
1180
Resolute Advisors
California
$10K
IBOK
1181
Independence Bank of Kentucky
Kentucky
$9K
TFA
1182
Toth Financial Advisory
Virginia
$9K +$1.68K +35 +23%
RCA
1183
Ranch Capital Advisors
Florida
$8K
HCM
1184
Horrell Capital Management
Arkansas
$8K
FWM
1185
Focused Wealth Management
New York
$8K
MWC
1186
MBM Wealth Consultants
Missouri
$8K
HWMA
1187
Heritage Wealth Management (Arizona)
Arizona
$8K
MAWCM
1188
Mine & Arao Wealth Creation & Management
California
$7K
CBT
1189
CoreFirst Bank & Trust
Kansas
$7K
ME
1190
McIlrath & Eck
Washington
$7K +$985 +19 +16%
WWM
1191
Wagner Wealth Management
South Carolina
$6K
AWM
1192
Avior Wealth Management
Nebraska
$6K
RBC
1193
Roble Belko & Company
Pennsylvania
$6K
CFD
1194
Creative Financial Designs
Indiana
$6K
IWP
1195
IAG Wealth Partners
Wisconsin
$5K -$2.58K -47 -34%
TC
1196
Trust Company
Kansas
$5K
PCA
1197
Providence Capital Advisors
North Carolina
$5K
EWA
1198
Evolution Wealth Advisors
Florida
$5K
SFPG
1199
Stonebridge Financial Planning Group
Florida
$5K
CBT
1200
Central Bank & Trust
Kentucky
$4K