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Carrier Global

1,437 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, 544 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,437
Holders Change
+35
Holders Change %
+2.5%
% of All Funds
20.9%
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
544
Closed
89
Calls
$331M
Puts
$170M
Net Calls
+$162M
Net Calls Change
+$7.03M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
1501
Stevens Capital Management
Pennsylvania
-$219K -3,763 Closed
RWM
1502
Revisor Wealth Management
Ohio
-$209K -3,616 Closed
FOA
1503
Five Oceans Advisors
California
-$206K -3,552 Closed
IWN
1504
Independent Wealth Network
Iowa
-$204K -3,510 Closed
EFG
1505
Embree Financial Group
Illinois
-$203K -3,495 Closed
BWM
1506
BKM Wealth Management
Wisconsin
-$200K -3,433 Closed
FIM
1507
Fernwood Investment Management
Massachusetts
-$169K -2,910 Closed
SOW
1508
State of Wyoming
Wyoming
-$96.4K -1,658 Closed
PAM
1509
Palisade Asset Management
Minnesota
-$93.6K -1,610 Closed
TC
1510
Truvestments Capital
Florida
-$59.8K -1,028 Closed
CLOS
1511
Compagnie Lombard Odier SCmA
Switzerland
-$56.7K -975 Closed
LF
1512
LifeSteps Financial
California
-$40.9K -703 Closed
EC
1513
EntryPoint Capital
New York
-$38.4K -661 Closed
IPW
1514
Impact Partnership Wealth
Georgia
-$36.9K -635 Closed
DA
1515
Denali Advisors
California
-$17.4K -300 Closed
CBT
1516
CoreFirst Bank & Trust
Kansas
-$17.4K -300 Closed
NCTC
1517
New Covenant Trust Company
Indiana
-$15.4K -265 Closed
QL
1518
Quarry LP
New York
-$14.9K -256 Closed
GA
1519
GoalVest Advisory
New York
-$10.6K -183 Closed
MAWCM
1520
Mine & Arao Wealth Creation & Management
California
-$8.72K -150 Closed
WCM
1521
Westend Capital Management
California
-$6.39K -110 Closed
BL
1522
BFSG LLC
California
-$5.81K -100 Closed
DMIC
1523
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$5.81K -100 Closed
ME
1524
McIlrath & Eck
Washington
-$5.23K -90 Closed
NCM
1525
Northwest Capital Management
Oregon
-$2.73K -47 Closed