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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 %
HCM
1401
Hollencrest Capital Management
California
$39.1K
SIS
1402
Sound Income Strategies
Florida
$38.9K -$2.09K -26 -5%
RTL
1403
Red Tortoise LLC
Georgia
$38.7K
GGI
1404
Godsey & Gibb Inc
Virginia
$38.3K -$247K -3,065 -87%
HGERS
1405
Householder Group Estate & Retirement Specialist
Arizona
$38K
FFO
1406
Fortitude Family Office
Arizona
$38K +$9.66K +120 +34%
DIP
1407
DT Investment Partners
Pennsylvania
$37.1K
CT
1408
Coastline Trust
Rhode Island
$37K +$37K +460 New
GKIM
1409
GW&K Investment Management
Massachusetts
$36K +$10.8K +135 +43%
DPW
1410
DiNuzzo Private Wealth
Pennsylvania
$35.7K -$322 -4 -0.9%
1IA
1411
1620 Investment Advisors
Massachusetts
$35.6K -$30.7K -382 -46%
IFS
1412
Intelligent Financial Strategies
Minnesota
$34K
SIC
1413
SJS Investment Consulting
Ohio
$33.3K +$7.9K +98 +31%
MFT
1414
Moisand Fitzgerald Tamayo
Florida
$32.4K
OW
1415
Olistico Wealth
Oklahoma
$32.2K
AT
1416
Arlington Trust
Alabama
$32.2K
RCM
1417
Raleigh Capital Management
North Carolina
$31.2K +$6.04K +75 +24%
VNA
1418
Valley National Advisers
Pennsylvania
$31K -$12.9K -163 -29%
BGAI
1419
Bruce G. Allen Investments
Colorado
$29.9K -$17.4K -216 -37%
CP
1420
Castleview Partners
Texas
$29.8K +$81 +1 +0.3%
GSEP
1421
Golden State Equity Partners
California
$29.2K +$29.2K +363 New
AAG
1422
Accordant Advisory Group
Maryland
$29.1K +$9.02K +112 +45%
Capstone Investment Advisors
1423
Capstone Investment Advisors
New York
$29.1K -$30.7K -381 -51%
RP
1424
Raelipskie Partnership
Ontario, Canada
$29K
FWM
1425
FSA Wealth Management
Massachusetts
$28.4K +$28.4K +353 New