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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 %
PG
1176
Prostatis Group
Maryland
$217K +$4.57K +67 +2%
GWCM
1177
Godshalk Welsh Capital Management
Pennsylvania
$217K – – –
ABC
1178
Associated Banc-Corp
Wisconsin
$216K – – –
PP
1179
PDS Planning
Ohio
$216K +$1.16K +17 +0.5%
EIA
1180
Edgemoor Investment Advisors
Maryland
$216K – – –
BBI
1181
Baxter Bros Inc
Connecticut
$214K +$410 +6 +0.2%
CICI
1182
Capital Investment Counsel Inc
North Carolina
$214K +$2.73K +40 +1%
PCA
1183
Purkiss Capital Advisors
Connecticut
$212K +$212K +3,112 New
NA
1184
Navellier & Associates
Nevada
$212K – – –
PSP
1185
Principal Street Partners
Tennessee
$212K +$212K +3,109 New
SSB
1186
Sandy Spring Bank
Maryland
$212K +$3.35K +49 +2%
ERIM
1187
Eagle Ridge Investment Management
Connecticut
$211K – – –
GWM
1188
Greenwich Wealth Management
Connecticut
$211K -$4.91K -72 -2%
CAM
1189
Claret Asset Management
Quebec, Canada
$211K +$1.43K +21 +0.7%
HFAS
1190
Hummer Financial Advisory Services
Illinois
$211K +$211K +3,076 New
MGIA
1191
Matthew Goff Investment Advisor
Texas
$211K -$8.6K -126 -4%
AEPWM
1192
Atlantic Edge Private Wealth Management
Florida
$210K – – –
BHBT
1193
Burke & Herbert Bank & Trust
Virginia
$210K -$175K -2,562 -45%
BBNB
1194
Baker Boyer National Bank
Washington
$209K – – –
FMTCOCP
1195
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K -$15.8K -231 -7%
WF
1196
WoodTrust Financial
Wisconsin
$208K – – –
SC
1197
Stance Capital
Massachusetts
$208K +$208K +3,047 New
RMDI
1198
R.M. Davis Inc
Maine
$207K +$33.8K +495 +19%
EWA
1199
Elevate Wealth Advisory
Georgia
$206K +$274 +4 +0.1%
CSC
1200
Caldwell Sutter Capital
California
$206K – – –
46 47
48
49 50