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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 %
ETS
1276
ESL Trust Services
New York
$102K +$102K +1,500 New
SC
1277
Sawyer & Company
Massachusetts
$102K +$97.9K +1,439 +2,359%
FCT
1278
First Community Trust
Iowa
$100K +$8.33K +122 +9%
BAM
1279
Bellevue Asset Management
Washington
$97.7K – – –
SS
1280
SBI Securities
Japan
$97.7K +$97.7K +1,431 New
CSWM
1281
Cassady Schiller Wealth Management
Ohio
$97.7K +$2.18K +32 +2%
PIS
1282
POM Investment Strategies
North Carolina
$97.3K – – –
CA
1283
CoreCap Advisors
Michigan
$97.1K -$9.08K -133 -9%
OSNBOA
1284
Old Second National Bank of Aurora
Illinois
$96.9K -$25.9K -380 -21%
FA
1285
Fedenia Advisers
Wisconsin
$96.9K +$96.9K +1,420 New
OC
1286
Oakmont Corp
California
$96.5K – – –
RMP
1287
Richards, Merrill & Peterson
Washington
$95.1K +$95.1K +1,393 New
C
1288
Covestor
United Kingdom
$94K -$167K -2,463 -64%
ANBT
1289
American National Bank & Trust
Texas
$93.9K – – –
CSB
1290
City State Bank
Iowa
$92.4K -$17.3K -254 -16%
CFFP
1291
Center for Financial Planning
Michigan
$92.2K +$3.75K +55 +4%
CWM
1292
Crowley Wealth Management
Delaware
$92.2K +$92.2K +1,350 New
WA
1293
WPG Advisers
Maryland
$90.9K +$90.9K +1,331 New
APW
1294
Acima Private Wealth
Virginia
$88.7K – – –
ETC
1295
Exchange Traded Concepts
Oklahoma
$85.9K +$4.92K +72 +6%
CCMW
1296
Cypress Capital Management (Wyoming)
Wyoming
$82.6K -$61.4K -900 -43%
RTC
1297
Riverview Trust Company
Washington
$82K +$819 +12 +1%
KTC
1298
Kentucky Trust Company
Kentucky
$81.9K +$81.9K +1,200 New
PAG
1299
Paladin Advisory Group
Iowa
$80.8K – – –
VCM
1300
Versant Capital Management
Arizona
$80.6K +$47.2K +692 +142%
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