CARR icon

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 %
MMG
1251
Monetary Management Group
Missouri
$142K – – –
GWP
1252
Gen-Wealth Partners
Michigan
$140K – – –
DSC
1253
Duncker Streett & Co
Missouri
$140K -$9.08K -133 -6%
SIM
1254
Synergy Investment Management
Florida
$138K +$138K +2,025 New
WSC
1255
Wellington Shields & Co
New York
$137K – – –
SAS
1256
Spurstone Advisory Services
Connecticut
$137K +$137K +2,000 New
CYG
1257
Clean Yield Group
Vermont
$135K – – –
CFG
1258
CKW Financial Group
Hawaii
$133K – – –
SG Americas Securities
1259
SG Americas Securities
New York
$126K -$17M -249,375 -99%
EBA
1260
Eagle Bay Advisors
New York
$126K -$9.59K -140 -7%
FCAS
1261
First Command Advisory Services
Texas
$125K – – –
EWM
1262
Evermay Wealth Management
Virginia
$122K – – –
OC
1263
Oakworth Capital
Alabama
$117K -$3.48K -51 -3%
RA
1264
Rise Advisors
New York
$116K +$205 +3 +0.2%
MFG
1265
Mendota Financial Group
Wisconsin
$115K -$37.5K -549 -25%
HNB
1266
Hilltop National Bank
Wyoming
$114K – – –
CF
1267
Centaurus Financial
California
$112K -$105K -1,545 -48%
HFS
1268
Hopwood Financial Services
Virginia
$111K +$111K +1,628 New
CAS
1269
Coppell Advisory Solutions
Texas
$111K +$27.6K +404 +33%
MIM
1270
Meridiem Investment Management
United Kingdom
$109K – – –
TSMHT
1271
Thurston Springer Miller Herd & Titak
Indiana
$108K +$27.8K +407 +35%
JGIA
1272
Jackson Grant Investment Advisers
Connecticut
$106K +$205 +3 +0.2%
PP
1273
Pacifica Partners
Canada
$105K – – –
FFO
1274
Fortitude Family Office
Arizona
$103K +$70.6K +1,034 +219%
PAM
1275
Paradigm Asset Management
New York
$102K -$75.1K -1,100 -42%
49 50
51
52 53