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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 %
RBI
976
Raiffeisen Bank International
Austria
$346K +$346K +5,064 New
DAS
977
Dynamic Advisor Solutions
Arizona
$345K -$119K -1,748 -26%
FCMC
978
Founders Capital Management (Connecticut)
Connecticut
$345K – – –
IAN
979
Integrated Advisors Network
Texas
$344K -$6.08K -89 -2%
CT
980
Clearstead Trust
Maine
$344K +$273 +4 +0.1%
MPWT
981
MassMutual Private Wealth & Trust
Connecticut
$344K +$61.4K +899 +22%
CFO
982
Custos Family Office
Texas
$343K +$343K +5,032 New
HFP
983
Holistic Financial Partners
Indiana
$343K -$751 -11 -0.2%
SFP
984
Sterling Financial Planning
New Jersey
$343K +$1.84K +27 +0.5%
BMCM
985
Bryn Mawr Capital Management
Pennsylvania
$342K -$24.2K -355 -7%
LGF
986
LGT Group Foundation
Liechtenstein
$341K – – –
GCM
987
Glaxis Capital Management
Florida
$341K +$341K +5,000 New
AWF
988
Alpha Wealth Funds
Utah
$341K +$341K +5,000 New
CH
989
Canton Hathaway
Rhode Island
$341K +$34.1K +500 +11%
LBC
990
Lowe Brockenbrough & Co
Virginia
$341K -$27.4K -400 -7%
NIM
991
Northeast Investment Management
Massachusetts
$341K – – –
SWM
992
SeaCrest Wealth Management
New York
$339K +$116K +1,697 +52%
CHAM
993
Clear Harbor Asset Management
Connecticut
$338K -$20.5K -300 -6%
CCG
994
Catalina Capital Group
California
$336K +$11.7K +172 +4%
CI
995
Conning Inc
Connecticut
$335K -$20.1K -295 -6%
PAS
996
PKS Advisory Services
New York
$334K +$334K +4,895 New
GFA
997
Gallagher Fiduciary Advisors
Illinois
$333K +$45.3K +663 +16%
LFAS
998
Level Four Advisory Services
Texas
$331K +$38.3K +561 +13%
OAM
999
Ostrum Asset Management
France
$331K -$13.7K -200 -4%
GWM
1000
GSB Wealth Management
Connecticut
$330K +$137 +2 +0%
38 39
40
41 42