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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 %
HWM
1526
HighMark Wealth Management
Minnesota
$1.37K – – –
PWM
1527
Parkworth Wealth Management
California
$1.23K +$1.23K +18 New
FG
1528
Fairman Group
Pennsylvania
$1.16K – – –
JFGIW
1529
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.06K -$3.25K -49 -75%
WWM
1530
Wolff Wiese Magana
California
$1.02K – – –
HFS
1531
HBC Financial Services
Washington
$1K – – –
WW
1532
Winnow Wealth
Texas
$783 +$783 +12 New
NRWA
1533
North Ridge Wealth Advisors
Oregon
$683 +$683 +10 New
SMAM
1534
Sugar Maple Asset Management
Wisconsin
$683 +$683 +10 New
CAWM
1535
Capital A Wealth Management
Pennsylvania
$546 +$546 +8 New
AFG
1536
Albion Financial Group
Utah
$478 +$478 +7 New
RS
1537
Rakuten Securities
Japan
$410 -$4.58K -67 -92%
PA
1538
PSI Advisors
Florida
$409 – – –
WPA
1539
West Paces Advisors
Georgia
$137 – – –
NS
1540
NBC Securities
Alabama
$104 -$148K -1,420 -100%
YIH
1541
Y-Intercept (HK)
Hong Kong
– -$10.1M -125,251 Closed
Hudson Bay Capital Management
1542
Hudson Bay Capital Management
Connecticut
– -$9.59M -119,153 Closed
AC
1543
Albar Capital
United Kingdom
– -$9.24M -114,834 Closed
HCM
1544
Hilton Capital Management
New York
– -$7.55M -93,749 Closed
SCM
1545
Sandler Capital Management
New York
– -$5.39M -67,000 Closed
CCS
1546
Concentric Capital Strategies
Connecticut
– -$4.98M -61,834 Closed
Acadian Asset Management
1547
Acadian Asset Management
Massachusetts
– -$3.38M -42,048 Closed
Wolverine Trading
1548
Wolverine Trading
Illinois
– -$3.26M -40,459 Closed
PGIM
1549
Pacific Global Investment Management
California
– -$2.66M -33,032 Closed
FTDI
1550
First Trust Direct Indexing
Massachusetts
– -$2.2M -27,376 Closed
60 61
62
63 64