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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 %
IMRF
776
Illinois Municipal Retirement Fund
Illinois
$610K – – –
AMIM
777
Aull & Monroe Investment Management
Alabama
$607K -$70K -1,025 -10%
RBWA
778
RFG - Bristol Wealth Advisors
Massachusetts
$607K +$607K +8,887 New
RWA
779
River Wealth Advisors
Pennsylvania
$606K -$56.9K -833 -9%
1SB
780
1ST Source Bank
Indiana
$606K +$8.33K +122 +1%
SIG
781
Sky Investment Group
Connecticut
$603K -$13.3K -195 -2%
VWM
782
Venturi Wealth Management
Texas
$602K -$169K -2,473 -22%
NAS
783
Nicolet Advisory Services
Wisconsin
$601K +$25.5K +384 +4%
CCA
784
Checchi Capital Advisers
California
$594K -$24.3K -356 -4%
FCI
785
Financial Counselors Inc
Kansas
$590K +$81.8K +1,199 +16%
KTA
786
Keeley-Teton Advisors
Illinois
$589K -$3.41K -50 -0.6%
SACTSONJ
787
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$587K – – –
DMC
788
Drexel Morgan & Co
Pennsylvania
$586K – – –
CI
789
Cigna Investments
Connecticut
$584K -$4.85K -71 -0.8%
MPW
790
Monterey Private Wealth
California
$580K -$38K -557 -6%
CCB
791
Country Club Bank
Missouri
$576K -$1.02K -15 -0.2%
AM
792
AGF Management
Ontario, Canada
$574K +$367K +5,381 +178%
SWM
793
Shakespeare Wealth Management
Wisconsin
$566K -$3.07K -45 -0.5%
GAM
794
Gotham Asset Management
New York
$564K +$262K +3,833 +87%
PVI
795
Pine Valley Investments
New Jersey
$563K +$205K +3,003 +57%
SPC
796
Spirepoint Private Client
Florida
$563K +$31.7K +465 +6%
RP
797
Riverwater Partners
Wisconsin
$562K +$478 +7 +0.1%
PCM
798
Pointe Capital Management
Michigan
$561K – – –
CC
799
Courier Capital
New York
$560K -$56.2K -824 -9%
PG
800
Proffitt & Goodson
Tennessee
$556K +$9.83K +144 +2%
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