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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 %
NFGCM
1201
Norman Fields Gottscho Capital Management
New York
$206K -$7.16K -105 -3%
SCM
1202
SOL Capital Management
Maryland
$206K – – –
PWM
1203
PBMares Wealth Management
Virginia
$206K +$205 +3 +0.1%
PA
1204
Promethium Advisors
Maryland
$205K – – –
MOS
1205
MGO One Seven
Ohio
$205K +$18.2K +267 +10%
SMH
1206
Sanders Morris Harris
Texas
$205K – – –
SRC
1207
Stone Run Capital
New York
$205K – – –
MCM
1208
Morton Capital Management
California
$204K +$68 +1 +0%
CWS
1209
Confluence Wealth Services
Pennsylvania
$204K -$1.61K -23 -0.8%
CS
1210
Cannell & Spears
New York
$203K +$819 +12 +0.4%
BAAM
1211
Baker Avenue Asset Management
California
$202K -$21.9K -321 -10%
Empower Advisory Group
1212
Empower Advisory Group
Colorado
$202K +$12.1K +177 +6%
RWM
1213
Ritholtz Wealth Management
New York
$202K -$5.26K -77 -3%
AFM
1214
Armstrong Fleming & Moore
District of Columbia
$201K – – –
ACM
1215
Aurdan Capital Management
Pennsylvania
$201K +$201K +2,943 New
BONH
1216
Bank of New Hampshire
New Hampshire
$201K -$1.5K -22 -0.7%
ECAM
1217
East Coast Asset Management
Massachusetts
$201K – – –
RAM
1218
Riggs Asset Management
Pennsylvania
$199K – – –
HIA
1219
Harbor Investment Advisory
Maryland
$199K -$6.14K -90 -3%
AWM
1220
AllSquare Wealth Management
New York
$195K – – –
GWM
1221
Geneos Wealth Management
Colorado
$192K -$16.2K -238 -8%
DMBA
1222
Deseret Mutual Benefit Administrators
Utah
$191K +$1.3K +19 +0.7%
A
1223
AlphaQuest
New York
$191K -$126K -1,839 -40%
ACA
1224
Atlas Capital Advisors
Wyoming
$186K +$184K +2,700 +9,643%
CCMI
1225
Creative Capital Management Investments
California
$185K – – –
47 48
49
50 51