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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
20.51%
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
$362M
2
Morgan Stanley
Morgan Stanley
New York
$907M
3
Artisan Partners
Artisan Partners
Wisconsin
$166M
4
BlackRock
BlackRock
New York
$3.78B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$104M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$5.15B
2
Capital International Investors
Capital International Investors
California
$5.11B
3
Capital World Investors
Capital World Investors
California
$3.06B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.81B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
1576
Pinnacle Wealth Planning Services
Ohio
– -$339K -4,215 Closed
CAAS
1577
Capital Asset Advisory Services
Michigan
– -$334K -4,126 Closed
FB
1578
Fulton Bank
Pennsylvania
– -$325K -4,043 Closed
MIS
1579
Morningstar Investment Services
Illinois
– -$289K -3,589 Closed
SC
1580
Sepio Capital
Utah
– -$281K -3,493 Closed
WFAG
1581
Worth Financial Advisory Group
North Carolina
– -$276K -3,427 Closed
AWA
1582
Aaron Wealth Advisors
Illinois
– -$273K -3,387 Closed
GLA
1583
Good Life Advisors
Pennsylvania
– -$269K -3,342 Closed
CFM
1584
Catalyst Funds Management
Australia
– -$266K -3,300 Closed
SB
1585
Strategic Blueprint
Georgia
– -$263K -3,265 Closed
KWM
1586
Keebeck Wealth Management
Illinois
– -$258K -3,210 Closed
HWP
1587
Hibernia Wealth Partners
Louisiana
– -$256K -3,185 Closed
PIA
1588
Perennial Investment Advisors
California
– -$256K -3,178 Closed
EA
1589
Everpar Advisors
Oklahoma
– -$254K -3,152 Closed
HIM
1590
Harbour Investment Management
Washington
– -$245K -3,040 Closed
BFA
1591
Bill Few Associates
Pennsylvania
– -$241K -2,991 Closed
EFG
1592
Embree Financial Group
Illinois
– -$239K -2,970 Closed
NPA
1593
Nichols & Pratt Advisers
Massachusetts
– -$237K -2,950 Closed
AIM
1594
Alhambra Investment Management
Florida
– -$235K -2,918 Closed
AC
1595
Apella Capital
Connecticut
– -$235K -2,915 Closed
MCM
1596
Mengis Capital Management
Oregon
– -$234K -2,901 Closed
MCC
1597
Money Concepts Capital
Florida
– -$231K -2,869 Closed
KA
1598
Kovack Advisors
Florida
– -$230K -2,852 Closed
LCWP
1599
Legacy Capital Wealth Partners
Arkansas
– -$229K -2,839 Closed
LOPW
1600
Live Oak Private Wealth
North Carolina
– -$228K -2,828 Closed
62 63
64
65 66