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Carrier Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
APW
1226
Acima Private Wealth
Virginia
$82K
CAS
1227
Coppell Advisory Solutions
Texas
$78.8K +$78.8K +1,249 New
CTWM
1228
Cherry Tree Wealth Management
Minnesota
$76.6K
JFA
1229
JNBA Financial Advisors
Minnesota
$74.8K
RTC
1230
Riverview Trust Company
Washington
$74.2K
PAG
1231
Paladin Advisory Group
Iowa
$73.3K
BCMLT
1232
Beacon Capital Management LLC (Tennessee)
Tennessee
$72.9K
TSMHT
1233
Thurston Springer Miller Herd & Titak
Indiana
$71.1K +$71.1K +1,126 New
USB
1234
Union Savings Bank
Connecticut
$70.9K
LFG
1235
Larson Financial Group
Missouri
$70.6K +$25.3K +401 +56%
APC
1236
Aspire Private Capital
North Carolina
$70.3K -$1.39K -22 -2%
FMB
1237
Field & Main Bank
Kentucky
$68.4K
B
1238
Birchbrook
Maine
$64.7K -$6.31K -100 -9%
MTIC
1239
Missouri Trust & Investment Company
Missouri
$64.5K -$18.9K -300 -23%
RWMG
1240
Redwood Wealth Management Group
New Jersey
$63.9K +$63.9K +1,013 New
CIA
1241
Cape Investment Advisory
Georgia
$63.1K
AWM
1242
Activest Wealth Management
Florida
$63.1K +$63.1K +1,000 New
SWM
1243
Sugarloaf Wealth Management
Georgia
$59.2K -$20.5K -325 -26%
HCP
1244
Hexagon Capital Partners
Arkansas
$57.8K +$3.53K +56 +7%
TFIPS
1245
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.3K
PMFA
1246
Plante Moran Financial Advisors
Michigan
$57K
CB
1247
CNB Bank
Pennsylvania
$57K
LFASL
1248
Lugano Financial Advisors SA (LFA)
Switzerland
$56.1K
CWM
1249
CarsonAllaria Wealth Management
Illinois
$52.6K +$63 +1 +0.1%
1IA
1250
1620 Investment Advisors
Massachusetts
$52K +$52K +824 New