We are live on ! Find out more
CARR icon

Carrier Global
CARR

1,312 hedge funds and large institutions have $42.9B invested in Carrier Global in 2023 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 411 increasing their positions, 502 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 69

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

12% more capital invested

Capital invested by funds: $38.3B → $42.9B (+$4.64B)

4% more funds holding

Funds holding: 1,258 → 1,312 (+54)

0.53% more ownership

Funds ownership: 92.26% → 92.79% (+0.53%)

18% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 502

39% less call options, than puts

Call options by funds: $246M | Put options by funds: $403M

Holders
1,312
Holders Change
+54
Holders Change %
+4.29%
% of All Funds
20.82%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
138
Increased
411
Reduced
502
Closed
69
Calls
$246M
Puts
$403M
Net Calls
-$157M
Net Calls Change
-$128M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$368M
2
CWG
C WorldWide Group
Denmark
+$260M
3
PAM
PineStone Asset Management
Quebec, Canada
+$154M
4
Capital International Investors
Capital International Investors
California
+$137M
5
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$121M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$155M
2
Victory Capital Management
Victory Capital Management
Texas
-$97.8M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$65.2M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$60.1M
5
BlackRock
BlackRock
New York
-$58.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pictet Asset Management
26
Pictet Asset Management
Switzerland
$254M +$253M +4,603,940 New
Charles Schwab
27
Charles Schwab
California
$253M +$1.45M +26,425 +0.6%
FMI
28
Fiduciary Management Inc
Wisconsin
$234M -$9.17M -166,578 -4%
Invesco
29
Invesco
Georgia
$219M -$8M -145,431 -4%
PAM
30
PineStone Asset Management
Quebec, Canada
$216M +$154M +2,790,892 +250%
BAM
31
Burgundy Asset Management
Ontario, Canada
$213M -$50.6M -919,987 -19%
Goldman Sachs
32
Goldman Sachs
New York
$206M +$8.35M +151,677 +4%
GCM
33
Gates Capital Management
New York
$195M – – –
Diamond Hill Capital Management
34
Diamond Hill Capital Management
Ohio
$190M -$49.7M -903,243 -21%
Amundi
35
Amundi
France
$155M +$37.1M +674,978 +30%
Principal Financial Group
36
Principal Financial Group
Iowa
$154M +$2.08M +37,868 +1%
Swiss National Bank
37
Swiss National Bank
Switzerland
$148M -$18.2M -330,400 -11%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$144M +$72.7M +1,320,621 +103%
Brown Advisory
39
Brown Advisory
Maryland
$144M -$2.3M -41,834 -2%
Barclays
40
Barclays
United Kingdom
$143M +$570K +10,354 +0.4%
Impax Asset Management Group
41
Impax Asset Management Group
United Kingdom
$123M +$121M +2,202,226 +6,362%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$123M -$3.58M -65,048 -3%
Deutsche Bank
43
Deutsche Bank
Germany
$114M -$12.7M -229,885 -10%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$113M -$29.6M -537,650 -21%
CS
45
Credit Suisse
Switzerland
$110M -$1.27M -23,147 -1%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$108M -$30.9M -560,617 -22%
RJA
47
Raymond James & Associates
Florida
$104M +$12.4M +224,788 +14%
Citadel Advisors
48
Citadel Advisors
Florida
$101M +$99.6M +1,810,696 +9,684%
Zurich Cantonal Bank
49
Zurich Cantonal Bank
Switzerland
$92.5M +$2.57M +46,685 +3%
National Pension Service
50
National Pension Service
South Korea
$89.6M +$1.05M +19,054 +1%
1
2
3 4 5

CARR Hedge Fund Activity: Q3 2023 in Review

1,312 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q3 2023, worth a combined $42.9B — up 12% from $38.3B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new CARR positions and 69 closed out — a net gain of 69 holders — while 411 added to existing stakes and 502 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $368M. The largest seller was T. Rowe Price Associates, cutting an estimated $155M.

  • 1,312 institutional investors held Carrier Global (CARR) as of Q3 2023, up from 1,258 in Q2 2023.
  • Funds reported $42.9B of Carrier Global stock for Q3 2023, up 12% quarter-over-quarter.
  • 138 funds opened new Carrier Global positions in Q3 2023 and 69 closed out, a net change of +69 holders.
  • The largest Carrier Global buyer in Q3 2023 was Capital Research Global Investors, an estimated $368M added.
  • The largest Carrier Global seller in Q3 2023 was T. Rowe Price Associates, an estimated $155M sold.

Based on aggregated 13F filings for Q3 2023.