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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 %
RCAG
701
Rehmann Capital Advisory Group
Michigan
$784K +$490K +7,174 +166%
CWP
702
Core Wealth Partners
California
$779K +$341 +5 +0%
ACM
703
Allred Capital Management
Texas
$768K -$956 -14 -0.1%
LNB
704
Ledyard National Bank
$765K +$3.75K +55 +0.5%
WAM
705
Weiss Asset Management
Massachusetts
$764K -$531K -7,785 -41%
SFFS
706
Stonehage Fleming Financial Services
Jersey
$761K -$51.5K -755 -6%
GF
707
Gray Foundation
New York
$758K +$758K +11,100 New
MG
708
Mather Group
Illinois
$756K +$614 +9 +0.1%
GM
709
GeoWealth Management
Illinois
$756K -$123K -1,796 -14%
GC
710
Grimes & Company
Massachusetts
$756K -$6.21K -91 -0.8%
PTC
711
Private Trust Company
Ohio
$751K -$478 -7 -0.1%
HH
712
Hilltop Holdings
Texas
$749K +$66.5K +974 +10%
NA
713
Nautilus Advisors
California
$748K +$748K +10,962 New
JWBC
714
J.W. Burns & Co
New York
$747K -$15.7K -230 -2%
IAA
715
Independent Advisor Alliance
North Carolina
$745K +$323K +4,730 +76%
SB
716
Simmons Bank
Arkansas
$744K – – –
MA
717
MJP Associates
Connecticut
$742K +$132K +1,941 +22%
BIM
718
Baldwin Investment Management
Pennsylvania
$741K -$336K -4,920 -31%
DA
719
Dover Advisors
Virginia
$735K -$17.1K -250 -2%
MAMG
720
Milestone Asset Management Group
Connecticut
$733K +$733K +10,744 New
JCM
721
Jacobi Capital Management
Pennsylvania
$733K -$188K -2,756 -20%
FCBT
722
First Citizens Bank & Trust
North Carolina
$726K +$32K +469 +5%
PCM
723
Penserra Capital Management
California
$723K +$122K +1,797 +20%
BCM
724
Beck Capital Management
Texas
$721K +$22.2K +325 +3%
KWA
725
Kingswood Wealth Advisors
California
$720K -$67.5K -989 -9%
27 28
29
30 31