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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 %
LFASL
1351
Lugano Financial Advisors SA (LFA)
Switzerland
$71.6K
PWMG
1352
Prestige Wealth Management Group
New Jersey
$70.2K +$18.1K +225 +35%
PCWA
1353
Pacific Capital Wealth Advisors
California
$68.3K +$5.63K +70 +9%
CWM
1354
CarsonAllaria Wealth Management
Illinois
$67.1K
HCP
1355
Hexagon Capital Partners
Arkansas
$66K -$7.73K -96 -10%
AAG
1356
Armstrong Advisory Group
Massachusetts
$64.6K
MWM
1357
Mascoma Wealth Management
New Hampshire
$64.6K
FUBT
1358
First United Bank & Trust
Maryland
$64.4K -$69.6K -865 -52%
PB
1359
Pinnacle Bancorp
Nebraska
$64.4K
CA
1360
Claris Advisors
Missouri
$64.4K +$64.4K +800 New
CB
1361
Centennial Bank
Arkansas
$64.3K
VC
1362
Vestor Capital
Illinois
$64K
ITIM
1363
Indiana Trust & Investment Management
Indiana
$64K -$54.7K -680 -46%
OP
1364
ORG Partners
Indiana
$62.6K +$81 +1 +0.1%
WBC
1365
Westpac Banking Corp
Australia
$62.5K
CPG
1366
Cornerstone Planning Group
New Jersey
$60.3K +$821 +11 +1%
FAM
1367
Flaharty Asset Management
Florida
$59.8K +$59.8K +743 New
CAC
1368
Core Alternative Capital
Georgia
$59.6K
RAM
1369
Ramirez Asset Management
New York
$58.8K
HWA
1370
Heritage Wealth Advisors
Virginia
$57.3K +$966 +12 +2%
CTC
1371
Cetera Trust Company
Minnesota
$56.3K
BCA
1372
Bray Capital Advisors
Florida
$56.3K
GIA
1373
GHP Investment Advisors
Colorado
$55.3K +$22.2K +276 +67%
BLC
1374
Brown, Lisle/Cummings
Rhode Island
$55.3K -$8.05K -100 -13%
CFS
1375
CGC Financial Services
Oregon
$55.1K