Carrier Global
CARR
1,448 hedge funds and large institutions have $47.5B invested in Carrier Global in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 462 increasing their positions, 549 reducing their positions, and 90 closing their positions.
95% more call options, than puts
Call options by funds: $331M | Put options by funds: $170M
60% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 90
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
8% more capital invested
Capital invested by funds: $44B → $47.5B (+$3.57B)
2% more funds holding
Funds holding: 1,413 → 1,448 (+35)
0.46% less ownership
Funds ownership: 84.07% → 83.61% (-0.46%)
16% less repeat investments, than reductions
Existing positions increased: 462 | Existing positions reduced: 549
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$472M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$193M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$172M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$136M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$483M |
| 2 |
BlackRock
New York
|
-$300M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$143M |
| 4 |
Morgan Stanley
New York
|
-$91.8M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$91.6M |
CARR Hedge Fund Activity: Q2 2024 in Review
1,448 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q2 2024, worth a combined $47.5B — up 8.1% from $44B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new CARR positions and 90 closed out — a net gain of 54 holders — while 462 added to existing stakes and 549 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $472M. The largest seller was Capital World Investors, cutting an estimated $483M.
- 1,448 institutional investors held Carrier Global (CARR) as of Q2 2024, up from 1,413 in Q1 2024.
- Funds reported $47.5B of Carrier Global stock for Q2 2024, up 8.1% quarter-over-quarter.
- 144 funds opened new Carrier Global positions in Q2 2024 and 90 closed out, a net change of +54 holders.
- The largest Carrier Global buyer in Q2 2024 was JP Morgan Chase, an estimated $472M added.
- The largest Carrier Global seller in Q2 2024 was Capital World Investors, an estimated $483M sold.
Based on aggregated 13F filings for Q2 2024.