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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 %
PWMG
1276
Prestige Wealth Management Group
New Jersey
$40.9K
SWA
1277
SOA Wealth Advisors
New York
$40.1K
CJ
1278
Caitlin John
Michigan
$39.5K +$126 +2 +0.3%
TF
1279
Tompkins Financial
New York
$39K
CWP
1280
Concord Wealth Partners
Virginia
$38.9K +$1.01K +16 +3%
ACA
1281
American Capital Advisory
Idaho
$38.7K
JWM
1282
Janiczek Wealth Management
Colorado
$38.4K -$3.16K -50 -8%
UCB
1283
United Community Bank
South Carolina
$37.8K
NL
1284
NVWM LLC
Pennsylvania
$37.3K -$9.59K -152 -20%
WBC
1285
West Branch Capital
Massachusetts
$37.2K
BGAI
1286
Bruce G. Allen Investments
Colorado
$37K -$568 -9 -2%
RFA
1287
Register Financial Advisors
Georgia
$36.7K
TFF
1288
The Family Firm
Maryland
$36.6K +$36.6K +580 New
VNA
1289
Valley National Advisers
Pennsylvania
$35K -$1.51K -24 -4%
HFS
1290
Hantz Financial Services
Michigan
$35K
AIC
1291
Archer Investment Corporation
Indiana
$33.7K +$2.71K +43 +9%
KFS
1292
Kelly Financial Services
Massachusetts
$33.6K +$63 +1 +0.2%
GEA
1293
Glen Eagle Advisors
New Jersey
$33.2K
FFA
1294
Frazier Financial Advisors
Ohio
$32.3K +$7.26K +115 +29%
EC
1295
EdgeRock Capital
Colorado
$32.3K +$32.3K +512 New
SIS
1296
Sound Income Strategies
Florida
$32.2K -$757 -12 -2%
VCM
1297
Versant Capital Management
Arizona
$32K +$8.33K +132 +35%
BFP
1298
Briaud Financial Planning
Texas
$32K +$6.21K +100 +24%
BCFD
1299
Boit C.F. David
$31.5K
OCM
1300
Osterweis Capital Management
California
$31.5K