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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 %
MMCM
1326
Murphy & Mullick Capital Management
New York
$58K +$58K +849 New
ITIM
1327
Indiana Trust & Investment Management
Indiana
$57.8K +$3.55K +52 +7%
CWM
1328
CarsonAllaria Wealth Management
Illinois
$57K – – –
KBFS
1329
Kohmann Bosshard Financial Services
Ohio
$56.3K +$56.3K +825 New
CPG
1330
Cornerstone Planning Group
New Jersey
$56.3K +$1.82K +27 +3%
RF
1331
Roxbury Financial
New Jersey
$55.3K +$55.3K +715 New
VC
1332
Vestor Capital
Illinois
$55K +$274 +4 +0.5%
AAG
1333
Armstrong Advisory Group
Massachusetts
$54.8K – – –
MWM
1334
Mascoma Wealth Management
New Hampshire
$54.7K – – –
CB
1335
Centennial Bank
Arkansas
$54.5K – – –
M
1336
MOTCO
Texas
$54.5K -$68.3K -1,000 -56%
Loomis, Sayles & Company
1337
Loomis, Sayles & Company
Massachusetts
$54K +$54K +794 New
FWA
1338
Flagship Wealth Advisors
Massachusetts
$53.7K +$53.7K +786 New
OP
1339
ORG Partners
Indiana
$53.2K +$137 +2 +0.3%
PCWA
1340
Pacific Capital Wealth Advisors
California
$53.1K -$4.78K -70 -8%
WBC
1341
Westpac Banking Corp
Australia
$53K – – –
HWM
1342
Hemington Wealth Management
Virginia
$52K +$3.45K +51 +7%
FUBT
1343
First United Bank & Trust
Maryland
$51.2K -$3.41K -50 -6%
OCM
1344
Orion Capital Management
California
$51.2K +$51.2K +750 New
CAC
1345
Core Alternative Capital
Georgia
$50.6K – – –
PFA
1346
Pathway Financial Advisers
Indiana
$50K -$3.96M -58,090 -99%
RAM
1347
Ramirez Asset Management
New York
$49.8K – – –
HWA
1348
Heritage Wealth Advisors
Virginia
$48.7K +$68 +1 +0.1%
CWM
1349
Centricity Wealth Management
Ohio
$48.5K +$48.5K +711 New
BCA
1350
Bray Capital Advisors
Florida
$47.8K – – –
52 53
54
55 56