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Carrier Global

1,413 hedge funds and large institutions have $44B invested in Carrier Global in 2024 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 455 increasing their positions, 543 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $294M | Put options by funds: $140M

35% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 96

1% more funds holding

Funds holding: 1,3951,413 (+18)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0% less capital invested

Capital invested by funds: $44.1B → $44B (-$194M)

7.53% less ownership

Funds ownership: 91.6%84.07% (-7.5%)

16% less repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 543

Holders
1,413
Holders Change
+18
Holders Change %
+1.29%
% of All Funds
20.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
130
Increased
455
Reduced
543
Closed
96
Calls
$294M
Puts
$140M
Net Calls
+$154M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$241M -$22.8M -405,574 -9%
Goldman Sachs
27
Goldman Sachs
New York
$235M -$5M -88,935 -2%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$234M -$606M -10,787,341 -73%
BAM
29
Burgundy Asset Management
Ontario, Canada
$220M -$1.42M -25,270 -0.7%
FMI
30
Fiduciary Management Inc
Wisconsin
$215M -$14.7M -261,743 -7%
Invesco
31
Invesco
Georgia
$203M -$33.2M -591,729 -14%
GCM
32
Gates Capital Management
New York
$181M +$3.37M +60,000 +2%
Primecap Management
33
Primecap Management
California
$178M -$71.6M -1,274,320 -29%
PAM
34
PineStone Asset Management
Quebec, Canada
$156M -$117M -2,074,873 -44%
Principal Financial Group
35
Principal Financial Group
Iowa
$154M -$880K -15,668 -0.6%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$149M +$35.8M +637,660 +33%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$149M +$1.47M +26,083 +1%
Amundi
38
Amundi
France
$145M -$4.39M -78,138 -3%
Swiss National Bank
39
Swiss National Bank
Switzerland
$141M -$11.1M -198,400 -8%
Barclays
40
Barclays
United Kingdom
$132M +$363K +6,454 +0.3%
Deutsche Bank
41
Deutsche Bank
Germany
$125M -$7.63M -135,837 -6%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$122M -$2.89M -51,469 -2%
UBS Group
43
UBS Group
Switzerland
$110M +$15.2M +270,488 +17%
RJA
44
Raymond James & Associates
Florida
$104M +$3.51M +62,503 +4%
National Pension Service
45
National Pension Service
South Korea
$103M +$1.77M +31,437 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$98.2M -$1.33M -23,586 -1%
Brown Advisory
47
Brown Advisory
Maryland
$97.1M -$1.29M -22,899 -1%
BGCP
48
Bristol Gate Capital Partners
Ontario, Canada
$93.7M -$57.3K -1,020 -0.1%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$93.2M -$5.53M -98,425 -6%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$92.2M +$34.2M +609,071 +62%

CARR Hedge Fund Activity: Q1 2024 in Review

1,413 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Carrier Global (CARR) for Q1 2024, worth a combined $44B — down 0.44% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CARR positions and 96 closed out — a net gain of 34 holders — while 455 added to existing stakes and 543 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $956M. The largest seller was T. Rowe Price Associates, cutting an estimated $606M.

  • 1,413 institutional investors held Carrier Global (CARR) as of Q1 2024, up from 1,395 in Q4 2023.
  • Funds reported $44B of Carrier Global stock for Q1 2024, down 0.44% quarter-over-quarter.
  • 130 funds opened new Carrier Global positions in Q1 2024 and 96 closed out, a net change of +34 holders.
  • The largest Carrier Global buyer in Q1 2024 was JP Morgan Chase, an estimated $956M added.
  • The largest Carrier Global seller in Q1 2024 was T. Rowe Price Associates, an estimated $606M sold.

Based on aggregated 13F filings for Q1 2024.