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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 %
MBT
826
Montecito Bank & Trust
California
$509K -$39.3K -576 -7%
AWM
827
Axxcess Wealth Management
California
$509K -$315K -4,609 -38%
PSB
828
Piscataqua Savings Bank
New Hampshire
$505K -$2.8K -41 -0.6%
FFM
829
Forum Financial Management
Illinois
$504K +$64K +938 +15%
NAM
830
NTV Asset Management
West Virginia
$502K -$11.3K -165 -2%
MPIA
831
Mountain Pacific Investment Advisers
Idaho
$500K – – –
LA
832
LVW Advisors
New York
$499K -$5.94K -87 -1%
LWCFA
833
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$498K -$64.3K -953 -11%
GIM
834
Groesbeck Investment Management
New Jersey
$498K -$273K -4,000 -35%
AWM
835
AE Wealth Management
Kansas
$498K -$19.2K -281 -4%
FIM
836
Fruth Investment Management
Texas
$497K – – –
PI
837
PFG Investments
New York
$494K -$68.4K -1,002 -12%
AFWM
838
AMJ Financial Wealth Management
Virginia
$493K -$122K -1,793 -20%
AC
839
AlphaCore Capital
California
$493K -$685 -10 -0.1%
PCP
840
Proficio Capital Partners
Massachusetts
$491K +$189K +2,770 +63%
SWM
841
Spire Wealth Management
Virginia
$490K +$21.3K +312 +5%
AIA
842
Angeles Investment Advisors
California
$490K -$7.19K -105 -1%
RA
843
RFG Advisory
Alabama
$489K +$130K +1,904 +36%
MCC
844
Malaga Cove Capital
California
$489K +$120K +1,762 +33%
HI
845
Harbour Investments
Wisconsin
$486K +$5.53K +81 +1%
FFA
846
Farther Finance Advisors
California
$484K -$7.1K -104 -1%
SC
847
Syon Capital
California
$484K +$10.6K +155 +2%
UBP
848
Union Bancaire Privee
Switzerland
$482K +$482K +7,386 New
ACIM
849
Azimuth Capital Investment Management
Michigan
$480K – – –
KP
850
Keel Point
Alabama
$479K +$70.4K +1,031 +17%
32 33
34
35 36