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Carrier Global

CARR

Market cap $57.1B

1,548 hedge funds and large institutions have $60.2B invested in Carrier Global in 2024 Q3 according to their latest regulatory filings, with 195 funds opening new positions, 510 increasing their positions, 541 reducing their positions, and 79 closing their positions.

New

Increased

Maintained

Reduced

Closed

147% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 79

73% more funds holding in top 10

Funds holding in top 10: 11 → 19 (+8)

27% more capital invested

Capital invested by funds: $47.5B → $60.2B (+$12.7B)

7% more funds holding

Funds holding: 1,448 → 1,548 (+100)

3% more call options, than puts

Call options by funds: $725M | Put options by funds: $704M

0.6% less ownership

Funds ownership: 83.61% → 83.01% (-0.6%)

6% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 541

Holders

1,548

Holders Change

+100

Holders Change %

+6.91%

% of All Funds

22.23%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+72.73%

% of All Funds

0.27%

New

195

Increased

510

Reduced

541

Closed

Calls

$725M

Puts

$704M

Net Calls

+$21.2M

Net Calls Change

-$140M

Top Buyers

1	Fidelity Investments Boston, Massachusetts	+$162M
2	VOYA Investment Management Atlanta, Georgia	+$155M
3	ZIG Zurich Insurance Group Zurich, Switzerland	+$113M
4	Amundi Paris, France	+$110M
5	Capital International Investors Los Angeles, California	+$97M

Top Sellers

1	Citadel Advisors Miami, Florida	-$153M
2	JP Morgan Chase New York	-$136M
3	Qube Research & Technologies (QRT) London, United Kingdom	-$104M
4	Morgan Stanley New York	-$102M
5	BAM Burgundy Asset Management Toronto, Ontario, Canada	-$82.2M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	PAM 26 PineStone Asset Management Montreal, Quebec, Canada	$331M	+$3.63M	+52,200	+1%
27	27 Victory Capital Management San Antonio, Texas	$330M	-$23.7M	-341,033	-8%
28	CWG 28 C WorldWide Group Copenhagen, Denmark	$330M	-$1.99M	-28,553	-0.7%
29	29 Impax Asset Management Group London, United Kingdom	$306M	-$28.4M	-407,561	-10%
30	30 Amundi Paris, France	$296M	+$110M	+1,578,465	+76%
31	31 Schroder Investment Management Group London, United Kingdom	$296M	+$51.9M	+744,920	+25%
32	32 Invesco Atlanta, Georgia	$290M	+$22.3M	+319,634	+10%
33	FMI 33 Fiduciary Management Inc Milwaukee, Wisconsin	$274M	-$6.94M	-99,693	-3%
34	GCM 34 Gates Capital Management New York	$236M	-$3.48M	-50,000	-2%
35	35 AllianceBernstein Nashville, Tennessee	$220M	+$794K	+11,410	+0.4%
36	36 Principal Financial Group Des Moines, Iowa	$206M	+$1.43M	+20,500	+0.8%
37	BAM 37 Burgundy Asset Management Toronto, Ontario, Canada	$206M	-$82.2M	-1,180,648	-32%
38	38 Royal Bank of Canada Toronto, Ontario, Canada	$204M	+$56.6M	+812,417	+47%
39	39 VOYA Investment Management Atlanta, Georgia	$202M	+$155M	+2,223,740	+775%
40	40 Swiss National Bank Zurich, Switzerland	$194M	+$592K	+8,500	+0.4%
41	41 Envestnet Asset Management Chicago, Illinois	$179M	+$10.8M	+154,422	+7%
42	42 Brown Advisory Baltimore, Maryland	$178M	-$298K	-4,280	-0.2%
43	43 Deutsche Bank Frankfurt Am Main Ge, Germany	$171M	+$18.1M	+260,363	+14%
44	44 Primecap Management Pasadena, California	$168M	-$25.5M	-366,559	-15%
45	45 UBS Group Zurich, Switzerland	$158M	+$14.8M	+212,491	+12%
46	46 National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$153M	+$9.61M	+137,971	+8%
47	47 Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$150M	+$1.35M	+19,331	+1%
48	48 Barclays London, United Kingdom	$137M	-$62M	-890,507	-34%
49	ZIG 49 Zurich Insurance Group Zurich, Switzerland	$130M	+$113M	+1,621,063	New
50	BGCP 50 Bristol Gate Capital Partners Toronto, Ontario, Canada	$123M	-$413K	-5,930	-0.4%