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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 %
CWM
726
Compass Wealth Management
Connecticut
$720K -$7.17K -105 -1%
CCC
727
Compass Capital Corp
Massachusetts
$716K +$716K +10,126 New
RMC
728
Resources Management Corp
Connecticut
$713K – – –
GL
729
Graypoint LLC
New York
$711K -$1.84K -27 -0.3%
IWM
730
IHT Wealth Management
Illinois
$710K -$40.3K -590 -5%
JAFL
731
Jay A. Fishman Ltd
Michigan
$706K -$6.83K -100 -1%
GWP
732
Gateway Wealth Partners
Wisconsin
$705K +$486K +7,118 +222%
FI
733
Fractal Investments
Connecticut
$704K – – –
MNBTD
734
Moody National Bank Trust Division
Texas
$701K +$8.12K +119 +1%
SOS
735
Silver Oak Securities
Tennessee
$698K -$10.2K -149 -1%
AWA
736
Arkadios Wealth Advisors
Georgia
$698K -$135K -1,976 -16%
BTW
737
Boston Trust Walden
Massachusetts
$695K – – –
BSA
738
Bull Street Advisors
Georgia
$695K – – –
GFA
739
Gifford Fong Associates
California
$683K – – –
IAS
740
Investment Advisory Services
Texas
$682K -$3.28K -48 -0.5%
FWTB
741
First Western Trust Bank
Colorado
$681K +$159K +2,330 +30%
CB
742
Community Bank
New York
$679K -$24.2K -355 -3%
IIM
743
INTECH Investment Management
Florida
$677K -$730K -10,688 -52%
FC
744
Forte Capital
New York
$676K -$1.5K -22 -0.2%
LWANC
745
Laurel Wealth Advisors (North Carolina)
North Carolina
$670K -$3.41K -50 -0.5%
RCA
746
Resonant Capital Advisors
Wisconsin
$668K -$19.6K -286 -3%
LCGC
747
Legacy Capital Group California
California
$666K -$5.46K -80 -0.8%
ACA
748
Aptus Capital Advisors
Alabama
$658K +$21.2K +310 +3%
DWT
749
Dorsey & Whitney Trust
South Dakota
$657K +$19.9K +292 +3%
TTWM
750
TCV Trust & Wealth Management
Virginia
$657K -$19.2K -281 -3%
28 29
30
31 32