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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 %
WANY
1026
Wealthspire Advisors (New York)
New York
$305K +$11K +161 +4%
DLA
1027
Douglas Lane & Associates
New York
$304K -$64K -938 -17%
OPCM
1028
Osborne Partners Capital Management
California
$304K – – –
SWA
1029
Stratos Wealth Advisors
Ohio
$304K -$29.6K -433 -9%
CIC
1030
Crawford Investment Counsel
Georgia
$304K – – –
BMM
1031
Berkshire Money Management
Massachusetts
$302K +$302K +4,429 New
SL
1032
Sentry LLC
Tennessee
$301K -$17.1K -250 -5%
DWM
1033
Dorchester Wealth Management
Quebec, Canada
$300K – – –
AWM
1034
Angeles Wealth Management
California
$299K +$28.5K +418 +11%
LB
1035
Legacy Bridge
Iowa
$298K – – –
BW
1036
BIP Wealth
Georgia
$297K -$56.7K -830 -16%
SSWM
1037
Sheets Smith Wealth Management
North Carolina
$296K – – –
CCWM
1038
Cassaday & Co Wealth Management
Virginia
$296K +$12.8K +188 +5%
TFM
1039
TFC Financial Management
Massachusetts
$296K +$29.2K +428 +11%
CFGS
1040
Concourse Financial Group Securities
Alabama
$295K -$3.86K -55 -1%
GD
1041
Grandfield & Dodd
New York
$295K -$1.91K -28 -0.6%
TYCC
1042
Texas Yale Capital Corp
Florida
$295K +$45.7K +670 +18%
ACP
1043
Aveo Capital Partners
Colorado
$294K -$24.8K -363 -8%
WEG
1044
World Equity Group
Illinois
$293K +$1.3K +19 +0.4%
NFA
1045
Northwest Financial Advisors
Virginia
$292K +$683 +10 +0.2%
CA
1046
Capital Advantage
California
$292K +$292K +4,281 New
AFP
1047
Ausdal Financial Partners
Iowa
$292K +$119K +1,750 +69%
LA
1048
Legacy Advisors
Pennsylvania
$292K +$30.6K +448 +12%
FAFN
1049
First Affirmative Financial Network
Colorado
$291K -$1.91K -28 -0.7%
TFS
1050
Thoroughbred Financial Services
Tennessee
$289K +$68 +1 +0%
40 41
42
43 44