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Carrier Global

1,403 hedge funds and large institutions have $43.9B invested in Carrier Global in 2024 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 453 increasing their positions, 540 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
+16
Holders Change %
+1.15%
% of All Funds
20.34%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
128
Increased
453
Reduced
540
Closed
96
Calls
$294M
Puts
$140M
Net Calls
+$154M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Shares
Change %
CSWM
1176
Cassady Schiller Wealth Management
Ohio
$85.1K -$17.4K -300 -17%
CCM
1177
Chilton Capital Management
Texas
$84.5K
BAM
1178
Bellevue Asset Management
Washington
$83.2K
PIS
1179
POM Investment Strategies
North Carolina
$82.8K
OC
1180
Oakmont Corp
California
$82.1K
MRCM
1181
M&R Capital Management
New Jersey
$81.7K
CFFP
1182
Center for Financial Planning
Michigan
$80.3K -$26.2K -451 -25%
AGWCA
1183
Annis Gardner Whiting Capital Advisors
Florida
$79.3K +$9.19K +158 +13%
MWM
1184
Mascoma Wealth Management
New Hampshire
$78.6K -$5.81K -100 -7%
FCT
1185
First Community Trust
Iowa
$78.5K
PCMC
1186
Planning Capital Management Corporation
Pennsylvania
$77.9K
MTIC
1187
Missouri Trust & Investment Company
Missouri
$76.9K -$29.1K -500 -27%
NS
1188
NBC Securities
Alabama
$76K -$16.5K -287 -18%
HWA
1189
Heritage Wealth Advisors
Virginia
$75.6K
APW
1190
Acima Private Wealth
Virginia
$75.6K
SWM
1191
Sugarloaf Wealth Management
Georgia
$73.4K -$1.22K -21 -2%
BTI
1192
Blue Trust Inc
Georgia
$71K -$102K -1,757 -59%
CTWM
1193
Cherry Tree Wealth Management
Minnesota
$70.6K
KFI
1194
Key Financial Inc
Pennsylvania
$69.3K
JFA
1195
JNBA Financial Advisors
Minnesota
$68.9K
IBOK
1196
Independence Bank of Kentucky
Kentucky
$68.7K
RTC
1197
Riverview Trust Company
Washington
$68.4K +$68.4K +1,177 New
PAG
1198
Paladin Advisory Group
Iowa
$68K -$6.2K -108 -8%
BCMLT
1199
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.1K -$4.83K -83 -7%
APC
1200
Aspire Private Capital
North Carolina
$66.1K +$1.28K +22 +2%