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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
$1.94B
2
Capital Research Global Investors
Capital Research Global Investors
California
$6.02B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$185M
4
Citadel Advisors
Citadel Advisors
Florida
$140M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.06B
2
BlackRock
BlackRock
New York
$3.31B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$1.05B
4
Morgan Stanley
Morgan Stanley
New York
$772M
5
Capital International Investors
Capital International Investors
California
$5.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1176
HHM Wealth Advisors
Tennessee
$141K +$141K +2,240 New
FDCP
1177
Foster Dykema Cabot & Partners
Massachusetts
$140K – – –
RCM
1178
Richardson Capital Management
Wisconsin
$133K +$379 +6 +0.3%
BCP
1179
Blue Chip Partners
Michigan
$132K +$378 +6 +0.3%
DSC
1180
Duncker Streett & Co
Missouri
$131K +$189 +3 +0.1%
UIA
1181
Ulland Investment Advisors
Minnesota
$131K – – –
MMG
1182
Monetary Management Group
Missouri
$131K -$12.6K -200 -9%
GWP
1183
Gen-Wealth Partners
Michigan
$129K – – –
EBA
1184
Eagle Bay Advisors
New York
$126K -$18.5K -292 -13%
WSC
1185
Wellington Shields & Co
New York
$126K – – –
CP
1186
Camelot Portfolios
Ohio
$126K +$126K +2,000 New
CAL
1187
Capital Analysts LLC
Pennsylvania
$124K +$189 +3 +0.2%
CYG
1188
Clean Yield Group
Vermont
$124K – – –
PGAM
1189
Princeton Global Asset Management
New Jersey
$123K +$4.48K +71 +4%
EWM
1190
Evermay Wealth Management
Virginia
$123K – – –
SAM
1191
Smartleaf Asset Management
Massachusetts
$122K +$51K +807 +72%
CFG
1192
CKW Financial Group
Hawaii
$121K +$62 +1 +0.1%
JSAM
1193
J. Safra Asset Management
New York
$120K +$80K +1,268 +200%
CCMI
1194
Creative Capital Management Investments
California
$120K – – –
FCAS
1195
First Command Advisory Services
Texas
$115K -$22.1K -351 -16%
OSNBOA
1196
Old Second National Bank of Aurora
Illinois
$114K – – –
OC
1197
Oakworth Capital
Alabama
$111K – – –
1832 Asset Management
1198
1832 Asset Management
Ontario, Canada
$110K +$1.26K +20 +1%
FFA
1199
First Foundation Advisors
California
$108K -$42.1K -667 -28%
RA
1200
Rise Advisors
New York
$107K +$69K +1,094 +181%
46 47
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