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Carrier Global
CARR

Overview Fund Activity

1,438 hedge funds and large institutions have $47.5B invested in Carrier Global in 2024 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 459 increasing their positions, 544 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,438
Holders Change
+36
Holders Change %
+2.57%
% 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
145
Increased
459
Reduced
544
Closed
89
Calls
$331M
Puts
$170M
Net Calls
+$162M
Net Calls Change
+$7.03M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.94B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.02B
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$185M
4
Citadel Advisors
4
Citadel Advisors
Florida
$140M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$3.06B
2
BlackRock
2
BlackRock
New York
$3.31B
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.05B
4
Morgan Stanley
4
Morgan Stanley
New York
$772M
5
Capital International Investors
5
Capital International Investors
California
$5.26B
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1401
PFS Partners
New Jersey
$3.29K – – –
PCFFS
1402
Pacific Center for Financial Services
California
$3.15K – – –
CPA
1403
Clear Point Advisors
New York
$3.03K – – –
VWA
1404
Valued Wealth Advisors
Utah
$2.97K – – –
RFS
1405
Richardson Financial Services
Massachusetts
$2.9K -$1.14K -18 -28%
MIM
1406
Macroview Investment Management
Maryland
$2.84K – – –
SRCM
1407
Signature Resources Capital Management
California
$2.65K – – –
AP
1408
Aspect Partners
Virginia
$2.59K – – –
TCM
1409
TD Capital Management
Tennessee
$2.52K – – –
IGWM
1410
ICA Group Wealth Management
Colorado
$2.27K -$6.31K -100 -74%
PPC
1411
Park Place Capital
Alabama
$2.15K – – –
SWC
1412
Spectrum Wealth Counsel
Indiana
$2.08K – – –
DWM
1413
Dogwood Wealth Management
Kansas
$2.02K – – –
OAJ
1414
Ogorek Anthony Joseph
New York
$2K – – –
TCA
1415
Trifecta Capital Advisors
Illinois
$1.96K – – –
TWD
1416
True Wealth Design
Ohio
$1.83K -$126 -2 -6%
RS
1417
Rakuten Securities
Japan
$1.77K -$2.78K -44 -61%
BWL
1418
Bogart Wealth LLC
Virginia
$1.77K – – –
FC
1419
Fairscale Capital
New Hampshire
$1.75K +$1.75K +25 New
ECM
1420
Everence Capital Management
Indiana
$1.59K – – –
GWM
1421
Guardian Wealth Management
Illinois
$1.58K – – –
SWS
1422
SYSTM Wealth Solutions
Illinois
$1.51K -$215K -3,402 -99%
GPFA
1423
Game Plan Financial Advisors
Ohio
$1.51K – – –
HWP
1424
Highline Wealth Partners
California
$1.45K +$1.45K +23 New
FW
1425
Fairway Wealth
Ohio
$1.33K +$1.33K +21 New
55 56
57
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