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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 %
PFBT
1126
Parkside Financial Bank & Trust
Missouri
$239K -$13.2K -194 -5%
HA
1127
HC Advisors
Georgia
$239K +$239K +3,502 New
SIM
1128
Sentry Investment Management
Wisconsin
$239K -$38.9K -569 -14%
AWM
1129
Aberdeen Wealth Management
Illinois
$239K -$41K -600 -15%
WFI
1130
West Family Investments
California
$239K -$3K -44 -1%
AA
1131
Advisory Alpha
Michigan
$239K +$239K +3,498 New
BTI
1132
Blue Trust Inc
Georgia
$237K -$169K -2,483 -42%
TPI
1133
Trust Point Inc
Wisconsin
$237K -$12.9K -189 -5%
EL
1134
EWA LLC
Pennsylvania
$237K -$1.5K -22 -0.6%
NL
1135
NWAM LLC
Washington
$236K +$3.48K +51 +1%
MFA
1136
Mayflower Financial Advisors
Massachusetts
$236K +$1.37K +20 +0.6%
IP
1137
Ignite Planners
California
$236K – – –
AWP
1138
Abacus Wealth Partners
California
$236K +$2.18K +32 +0.9%
SWMP
1139
Signature Wealth Management Partners
New Jersey
$235K – – –
BSHC
1140
Breed's Hill Capital
Massachusetts
$235K +$30.1K +441 +15%
BWM
1141
BKM Wealth Management
Wisconsin
$234K – – –
JIC
1142
Joel Isaacson & Co
New York
$234K – – –
HIG
1143
Heritage Investment Group
Florida
$234K – – –
KLCM
1144
KG&L Capital Management
Louisiana
$233K -$6.28K -110 -3%
CC
1145
Corton Capital
Ontario, Canada
$232K +$232K +3,400 New
SFCL
1146
Strengthening Families & Communities LLC
Massachusetts
$232K – – –
WC
1147
Wynn Capital
Georgia
$231K – – –
EI
1148
Ellevest Inc
New York
$231K -$1.84K -27 -0.8%
APP
1149
Avantax Planning Partners
Iowa
$231K +$31K +454 +16%
RDWM
1150
Red Door Wealth Management
Tennessee
$231K -$2.8K -41 -1%
44 45
46
47 48