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Carrier Global

1,537 hedge funds and large institutions have $59.5B invested in Carrier Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 507 increasing their positions, 534 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,537
Holders Change
+99
Holders Change %
+6.88%
% of All Funds
22.23%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.27%
New
196
Increased
507
Reduced
534
Closed
80
Calls
$725M
Puts
$704M
Net Calls
+$21.2M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1301
Evermay Wealth Management
Virginia
$144K -$12.5K -155 -8%
OC
1302
Oakworth Capital
Alabama
$142K +$1.05K +13 +0.7%
CA
1303
Continuum Advisory
Idaho
$141K +$40.9K +545 +41%
RA
1304
Rise Advisors
New York
$137K +$403 +5 +0.3%
HNB
1305
Hilltop National Bank
Wyoming
$134K -$2.42K -30 -2%
PGAM
1306
Princeton Global Asset Management
New Jersey
$132K -$24.7K -307 -16%
CSB
1307
City State Bank
Iowa
$129K -$2.82K -35 -2%
MIM
1308
Meridiem Investment Management
United Kingdom
$129K
CA
1309
CoreCap Advisors
Michigan
$125K -$6.04K -75 -5%
JGIA
1310
Jackson Grant Investment Advisers
Connecticut
$124K +$241 +3 +0.2%
PP
1311
Pacifica Partners
Canada
$123K
ZB
1312
Zions Bancorporation
Utah
$118K -$7.24K -90 -6%
CCM
1313
Chilton Capital Management
Texas
$117K
BAM
1314
Bellevue Asset Management
Washington
$115K
PIS
1315
POM Investment Strategies
North Carolina
$115K -$4.35K -54 -4%
NS
1316
NBC Securities
Alabama
$114K +$80 +1 +0.1%
MRCM
1317
M&R Capital Management
New Jersey
$113K
CSWM
1318
Cassady Schiller Wealth Management
Ohio
$113K -$5.31K -66 -5%
ANBT
1319
American National Bank & Trust
Texas
$111K -$76.5K -950 -41%
FCT
1320
First Community Trust
Iowa
$109K
HC
1321
Hara Capital
Washington
$108K +$108K +1,340 New
HBT
1322
Hills Bank & Trust
Iowa
$108K +$108K +1,336 New
APW
1323
Acima Private Wealth
Virginia
$105K
CFFP
1324
Center for Financial Planning
Michigan
$104K -$2.33K -29 -2%
OC
1325
Oakmont Corp
California
$103K