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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 %
FWA
1426
FSC Wealth Advisors
New York
$19.7K – – –
CWM
1427
Consultiva Wealth Management
Puerto Rico
$19.1K +$19.1K +280 New
CFD
1428
Creative Financial Designs
Indiana
$18.7K – – –
HC
1429
Hurley Capital
New York
$18.1K +$18.1K +256 New
PFG
1430
Putney Financial Group
California
$18K +$18K +263 New
WA
1431
Whipplewood Advisors
Colorado
$17.8K +$17.8K +261 New
PA
1432
Pineridge Advisors
Missouri
$17.4K +$17.4K +255 New
AA
1433
AlphaMark Advisors
Kentucky
$17K +$17K +245 New
MBFW
1434
Morton Brown Family Wealth
Pennsylvania
$16.9K – – –
Kayne Anderson Rudnick Investment Management
1435
Kayne Anderson Rudnick Investment Management
California
$16.7K +$2.33K +34 +16%
PWMG
1436
Private Wealth Management Group
New Jersey
$16K – – –
TAM
1437
Tucker Asset Management
Colorado
$15.4K – – –
DF
1438
DecisionPoint Financial
Arizona
$15K – – –
PP
1439
PrairieView Partners
Minnesota
$15K – – –
DF
1440
Dunhill Financial
United Kingdom
$14.9K +$3.07K +45 +26%
EFG
1441
Ethos Financial Group
Pennsylvania
$14.6K +$14.6K +213 New
TCG
1442
Transcendent Capital Group
Oklahoma
$14.5K – – –
FPB
1443
First PREMIER Bank
South Dakota
$14K – – –
MA
1444
MCF Advisors
Kentucky
$13.9K – – –
MSFP
1445
Mark Sheptoff Financial Planning
Connecticut
$13.9K – – –
VWA
1446
VSM Wealth Advisory
Maryland
$13.7K +$13.7K +201 New
ITFISA
1447
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$13.5K – – –
FC
1448
Family CFO
California
$12.7K +$12.7K +186 New
AWM
1449
Abound Wealth Management
Tennessee
$11.5K -$68 -1 -0.6%
FMP
1450
Financial Management Professionals
Texas
$11.4K +$68 +1 +0.6%
56 57
58
59 60