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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 %
CC
1601
Callan Capital
California
– -$227K -2,820 Closed
HC
1602
Hamilton Capital
Ohio
– -$204K -2,808 Closed
MW
1603
MBL Wealth
North Carolina
– -$226K -2,806 Closed
SFG
1604
Shum Financial Group
California
– -$207K -2,801 Closed
BFO
1605
Boston Family Office
Massachusetts
– -$225K -2,800 Closed
BL
1606
Balentine LLC
Georgia
– -$225K -2,791 Closed
KCM
1607
Kathmere Capital Management
Pennsylvania
– -$225K -2,790 Closed
PL
1608
Plancorp LLC
Missouri
– -$224K -2,788 Closed
SLA
1609
Silver Lake Advisory
Utah
– -$222K -2,762 Closed
B
1610
Bellecapital
Switzerland
– -$222K -2,753 Closed
KIA
1611
Knollwood Investment Advisory
Maryland
– -$220K -2,739 Closed
JSW
1612
Journey Strategic Wealth
New Jersey
– -$220K -2,735 Closed
GIA
1613
Guyasuta Investment Advisors
Pennsylvania
– -$219K -2,726 Closed
FA
1614
Financial Advisors
Massachusetts
– -$218K -2,714 Closed
OPA
1615
Old Port Advisors
Maine
– -$218K -2,714 Closed
AMBIA
1616
Allen Mooney & Barnes Investment Advisors
Georgia
– -$218K -2,709 Closed
CPA
1617
Cardiff Park Advisors
California
– -$218K -2,707 Closed
SW
1618
SMART Wealth
Nebraska
– -$218K -2,706 Closed
JWCA
1619
J.W. Coons Advisors
Ohio
– -$217K -2,700 Closed
LFA
1620
Legacy Financial Advisors
Kentucky
– -$217K -2,690 Closed
CIP
1621
Convergence Investment Partners
Florida
– -$215K -2,676 Closed
DWM
1622
Drive Wealth Management
Utah
– -$215K -2,674 Closed
WCM
1623
Whitener Capital Management
North Carolina
– -$215K -2,666 Closed
FIM
1624
Fernwood Investment Management
Massachusetts
– -$214K -2,660 Closed
VBFG
1625
Vishria Bird Financial Group
Tennessee
– -$213K -2,646 Closed
63 64
65
66 67