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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 %
HW
1051
Hancock Whitney
Mississippi
$289K -$6.83K -100 -2%
PBC
1052
Pavion Blue Capital
California
$288K – – –
MSWA
1053
Marshall & Sterling Wealth Advisors
New York
$288K +$288K +4,214 New
IBOK
1054
Independence Bank of Kentucky
Kentucky
$287K – – –
TM
1055
TigerOak Management
New Mexico
$286K +$286K +4,194 New
RCM
1056
Radnor Capital Management
Pennsylvania
$286K -$30.7K -450 -10%
CAMG
1057
CWA Asset Management Group
Florida
$286K +$55.4K +811 +24%
MAWA
1058
Moss Adams Wealth Advisors
Washington
$286K +$5.55K +81 +2%
UFA
1059
US Financial Advisors
Massachusetts
$286K – – –
TA
1060
Townsend & Associates
Colorado
$283K – – –
WIC
1061
Wilkins Investment Counsel
Massachusetts
$282K – – –
CA
1062
Commerzbank Aktiengesellschaft
Germany
$281K +$64.9K +951 +30%
PPWP
1063
Premier Path Wealth Partners
New Jersey
$281K +$4.64K +68 +2%
MF
1064
Montis Financial
Massachusetts
$280K +$20.5K +300 +8%
SFG
1065
Sovereign Financial Group
Connecticut
$279K -$614 -9 -0.2%
CT
1066
Chicago Trust
Illinois
$279K – – –
GS
1067
GTS Securities
New York
$278K -$205K -3,002 -42%
Federated Hermes
1068
Federated Hermes
Pennsylvania
$278K +$107K +1,570 +63%
MCA
1069
MSH Capital Advisors
Arizona
$276K -$27.3K -400 -9%
DOA
1070
D'Orazio & Associates
Virginia
$276K -$1.09K -16 -0.4%
JEST
1071
JTC Employer Solutions Trustee
Jersey
$276K +$1.37K +20 +0.5%
ATC
1072
Adirondack Trust Company
New York
$275K -$30.7K -450 -10%
TW
1073
Transform Wealth
Colorado
$274K – – –
RRA
1074
Round Rock Advisors
Connecticut
$274K +$137 +2 +0%
CWM
1075
Challenger Wealth Management
California
$273K +$273K +4,000 New
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