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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 %
PWA
1101
Prairie Wealth Advisors
Nebraska
$255K – – –
GRP
1102
Global Retirement Partners
California
$255K -$15K -220 -6%
WWA
1103
Wingate Wealth Advisors
Massachusetts
$255K +$255K +3,736 New
AIM
1104
Acropolis Investment Management
Missouri
$254K +$68 +1 +0%
PPW
1105
Parcion Private Wealth
Washington
$253K – – –
CFP
1106
Catalyst Financial Partners
Massachusetts
$252K +$14.3K +210 +6%
KCM
1107
Kornitzer Capital Management
Kansas
$252K +$2.05K +30 +0.8%
BOPW
1108
Brandywine Oak Private Wealth
Pennsylvania
$251K +$273 +4 +0.1%
NW
1109
NewEdge Wealth
Pennsylvania
$249K +$249K +3,644 New
NAMP
1110
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$248K – – –
JF
1111
Jump Financial
Illinois
$248K +$248K +3,629 New
AUB
1112
Atlantic Union Bankshares
Virginia
$247K – – –
SCM
1113
Sterling Capital Management
North Carolina
$247K -$86.4K -1,266 -26%
BIG
1114
Brooklyn Investment Group
New York
$246K +$34.5K +505 +16%
FAM
1115
Formidable Asset Management
Ohio
$246K – – –
ET
1116
Equitable Trust
Tennessee
$246K -$84.1K -1,232 -25%
HDA
1117
Harold Davidson & Associates
California
$246K +$246K +3,599 New
MLL
1118
Moody Lynn & Lieberson
Massachusetts
$246K – – –
QFA
1119
Quantum Financial Advisors
California
$244K -$9.08K -133 -4%
CFG
1120
Cooper Financial Group
California
$243K +$18.6K +272 +8%
BAM
1121
Blueshift Asset Management
New Jersey
$241K +$241K +3,537 New
SA
1122
Strategic Advisors
New York
$241K +$21.8K +320 +10%
COCM
1123
Charter Oak Capital Management
New Hampshire
$241K +$478 +7 +0.2%
MSFS
1124
Main Street Financial Solutions
Pennsylvania
$240K +$27.7K +406 +13%
BAM
1125
Belpointe Asset Management
Nevada
$240K -$1.53K -21 -0.6%
43 44
45
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