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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 %
WIA
1076
World Investment Advisors
California
$272K +$272K +3,991 New
CCFCSB
1077
Cape Cod Five Cents Savings Bank
Massachusetts
$272K – – –
SMA
1078
Sage Mountain Advisors
Georgia
$271K -$30.4K -446 -10%
RWA
1079
Redhawk Wealth Advisors
Minnesota
$270K -$40.4K -592 -13%
BCA
1080
Bay Colony Advisors
Massachusetts
$270K +$44.8K +656 +20%
WFAG
1081
Wescott Financial Advisory Group
Pennsylvania
$269K +$9.83K +144 +4%
WC
1082
Whitney & Co
New York
$269K – – –
MCM
1083
Marathon Capital Management
Maryland
$268K +$68 +1 +0%
OAM
1084
Oxford Asset Management
United Kingdom
$266K +$266K +3,903 New
GBT
1085
Grove Bank & Trust
Florida
$266K +$7.1K +104 +3%
BA
1086
Bridgewater Associates
Connecticut
$265K +$265K +3,889 New
DS
1087
DRW Securities
Illinois
$265K -$369K -5,413 -58%
FFC
1088
First Financial Corp
Indiana
$264K +$614 +9 +0.2%
MPI
1089
Mairs & Power Inc
Minnesota
$264K – – –
MWP
1090
Madison Wealth Partners
Wisconsin
$260K – – –
AAS
1091
Ameritas Advisory Services
Nebraska
$260K -$320K -4,681 -55%
NFC
1092
Northeast Financial Consultants
Connecticut
$259K – – –
VI
1093
Versor Investments
New York
$259K -$27.3K -400 -10%
DTC
1094
Davidson Trust Company
Washington
$259K -$21.4K -314 -8%
TAM
1095
Todd Asset Management
Kentucky
$258K – – –
CNB
1096
Camden National Bank
Maine
$257K +$79.4K +1,163 +45%
AWM
1097
Aries Wealth Management
Maine
$257K – – –
NRD
1098
Nebula Research & Development
New York
$257K +$257K +3,760 New
LFS
1099
Leibman Financial Services
Nebraska
$256K – – –
CAM
1100
CPA Asset Management
Florida
$255K – – –
42 43
44
45 46