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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 %
VWA
1501
Valued Wealth Advisors
Utah
$3.29K -$822 -12 -20%
RFS
1502
Richardson Financial Services
Massachusetts
$3.14K -$3.14K -46 -50%
BGA
1503
Battery Global Advisors
Massachusetts
$3.01K – – –
OAJ
1504
Ogorek Anthony Joseph
New York
$3K – – –
NWM
1505
Navigoe Wealth Management
California
$3K +$3K +50 New
FCG
1506
Financial Connections Group
California
$3K +$3K +50 New
OA
1507
Operose Advisors
Wisconsin
$2.87K -$4.64K -68 -62%
SRCM
1508
Signature Resources Capital Management
California
$2.87K – – –
AP
1509
Aspect Partners
Virginia
$2.8K – – –
TCM
1510
TD Capital Management
Tennessee
$2.73K – – –
NC
1511
NewSquare Capital
Pennsylvania
$2.73K +$2.73K +40 New
TWD
1512
True Wealth Design
Ohio
$2.71K +$474 +7 +21%
PPC
1513
Park Place Capital
Alabama
$2.32K – – –
SWC
1514
Spectrum Wealth Counsel
Indiana
$2.25K – – –
DWM
1515
Dogwood Wealth Management
Kansas
$2.19K – – –
TCA
1516
Trifecta Capital Advisors
Illinois
$2.12K – – –
HGERS
1517
Householder Group Estate & Retirement Specialist
Arizona
$2K -$22.8K -445 -92%
BWL
1518
Bogart Wealth LLC
Virginia
$1.91K – – –
MEG
1519
Millstone Evans Group
Colorado
$1.78K +$1.78K +26 New
GWM
1520
Guardian Wealth Management
Illinois
$1.72K – – –
FC
1521
Fairscale Capital
New Hampshire
$1.71K – – –
WCM
1522
WealthTrak Capital Management
Virginia
$1.71K +$1.71K +25 New
PWA
1523
Principia Wealth Advisory
Texas
$1.71K +$1.71K +25 New
MDA
1524
Minot DeBlois Advisors
Massachusetts
$1.71K +$1.71K +25 New
GPFA
1525
Game Plan Financial Advisors
Ohio
$1.64K – – –
59 60
61
62 63