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Carrier Global
CARR

Overview Fund Activity

1,540 hedge funds and large institutions have $50B invested in Carrier Global in 2024 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 516 increasing their positions, 538 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
20.5%
Holding in Top 10
9
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-52.63%
% of All Funds
0.12%
New
178
Increased
516
Reduced
538
Closed
150
Calls
$404M
Puts
$532M
Net Calls
-$127M
Net Calls Change
-$148M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$210M
2
Morgan Stanley
Morgan Stanley
New York
+$172M
3
Artisan Partners
Artisan Partners
Wisconsin
+$166M
4
BlackRock
BlackRock
New York
+$151M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$104M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$1.35B
2
Capital International Investors
Capital International Investors
California
-$677M
3
Capital World Investors
Capital World Investors
California
-$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$162M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWP
626
Quotient Wealth Partners
Texas
$1M +$17.3K +253 +2%
P
627
Pitcairn
Pennsylvania
$996K -$27.5K -403 -3%
WA
628
Waverly Advisors
Alabama
$989K +$388K +5,678 +64%
JWCA
629
J.W. Cole Advisors
Florida
$988K +$31.7K +464 +3%
BMM
630
Buffington Mohr McNeal
Idaho
$984K -$64K -937 -6%
AAM
631
AR Asset Management
California
$983K – – –
MFIM
632
Mesirow Financial Investment Management
Illinois
$964K +$68K +996 +8%
CHC
633
City Holding Co
West Virginia
$960K -$3.07K -45 -0.3%
TCOT
634
Trust Company of Toledo
Ohio
$956K – – –
ECM
635
Estabrook Capital Management
New York
$950K – – –
PCIA
636
Prime Capital Investment Advisors
Kansas
$950K +$17.2K +252 +2%
AO
637
Advisor OS
Illinois
$943K +$193K +2,825 +26%
VBCG
638
Valley Brook Capital Group
Pennsylvania
$942K +$22.2K +325 +2%
EM
639
ELCO Management
New York
$941K -$39.6K -580 -4%
PAM
640
Panagora Asset Management
Massachusetts
$939K -$81.1K -1,188 -8%
BHWM
641
Bar Harbor Wealth Management
New Hampshire
$936K -$68.4K -1,002 -7%
PP
642
Prudential plc
United Kingdom
$935K – – –
RPC
643
Rossmore Private Capital
Connecticut
$930K – – –
CI
644
CX Institutional
Indiana
$929K +$66.1K +968 +8%
IGGA
645
Iron Gate Global Advisors
Utah
$927K +$927K +13,501 New
TPCW
646
TD Private Client Wealth
New York
$925K +$338K +4,958 +58%
CPCPP
647
Canada Post Corporation Pension Plan
Canada
$918K +$918K +13,454 New
SG
648
StoneX Group
New York
$914K +$914K +13,382 New
WA
649
Waterford Advisors
New York
$913K – – –
UB
650
UMB Bank
Missouri
$907K +$9.76K +143 +1%
24 25
26
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