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Carrier Global

1,387 hedge funds and large institutions have $44.1B invested in Carrier Global in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 418 increasing their positions, 538 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+82
Holders Change %
+6.28%
% of All Funds
20.33%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
179
Increased
418
Reduced
538
Closed
82
Calls
$211M
Puts
$345M
Net Calls
-$134M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Shares
Change %
TLCM
1276
Twin Lakes Capital Management
California
$19.9K
CMA
1277
Cedar Mountain Advisors
Oregon
$19.8K
FBC
1278
Fairfield, Bush & Co
Connecticut
$19.6K +$19.6K +342 New
TLA
1279
Tanglewood Legacy Advisors
Texas
$19.2K
CFD
1280
Creative Financial Designs
Indiana
$19.1K +$2.01K +35 +12%
LFA
1281
Level Financial Advisors
New York
$18.4K
AFS
1282
Annapolis Financial Services
Maryland
$18.3K
TFGT
1283
TS Financial Group (TSFG)
Illinois
$18K
TCWA
1284
Turtle Creek Wealth Advisors
Texas
$17.9K +$17.9K +312 New
DA
1285
Denali Advisors
California
$17.2K -$379K -6,600 -96%
EDRH
1286
Edmond de Rothschild Holding
Switzerland
$17.2K
WIM
1287
Westside Investment Management
California
$17.2K
NSG
1288
Nalls Sherbakoff Group
Tennessee
$17.2K
CBT
1289
CoreFirst Bank & Trust
Kansas
$17.2K
FWA
1290
FSC Wealth Advisors
New York
$16.5K
GKIM
1291
GW&K Investment Management
Massachusetts
$16K +$1.05K +18 +7%
MSWM
1292
McGlone Suttner Wealth Management
Wisconsin
$15.2K +$15.2K +264 New
MAM
1293
Magellan Asset Management
Australia
$14.2K
MBFW
1294
Morton Brown Family Wealth
Pennsylvania
$14.2K
MCM
1295
MidAtlantic Capital Management
Virginia
$13.8K +$13.8K +240 New
SN
1296
Sittner & Nelson
Oregon
$13.6K
PWMG
1297
Private Wealth Management Group
New Jersey
$13.3K +$13.3K +231 New
PP
1298
PrairieView Partners
Minnesota
$13K
DF
1299
DecisionPoint Financial
Arizona
$12.6K
PK
1300
Pflug Koory
Nebraska
$12.5K